Banking
Recently active
How do I reconcile uncleared transactions from previous years? My account is current and balanced. I think most of these uncleared transactions are from a previous bank account. The previous bank account - let's call it BankA, has a list of a few uncleared transactions from almost 6-7 years ago. That is when the church started in with a new bank, let's call it BankB. Interestingly, the transfer of funds from BankA to BankB is not correct either. The last balance from BankA was $10,101.00 (+/-) and the opening balance of BankB $15,000.00. My goal is to clean up the outstanding uncleared transactions so when I reconcile, I don't have these transactions permanently uncleared for all eternity. How do I resolve a situation like this appropriately. My plan is to go back and try to find the old 2014 records and see if I can reconcile them, but that is probably not likely. Any suggestions would be welcome! If you need more details just let me know.
For some reason when I pull up 2017 only one of my four bank accounts connected. I need to amend my taxes and I need to correctly see my expense break down
I am not looking to just record the payment, I am looking to deposit the actual check into the qb cash bank account.
I have an invoice - billing to the customer. They pay in full, but pay thru credit card and paypal. Bank fees are taken out for each transaction. How can I record bank fees at the same time I am recording the deposit
If it's a business expense, then what sub category should I use, "Business loan"?
Original commenter did not share additional details
How do I remove permission from a role assigned to a user to delete a deposit from the registry?
I'm unable to connect to my Bank of America Bank accounts to feed my Quickbooks Check register. I've followed all the instructions but nothing is happening.
Hello, I'm running QB Desktop Pro 2020. I have an American Express credit card account. For years, we've been entering the AMEX statement total amount as a vendor bill, categorizing the expenses and totaling the QB expense accounts they should go towards manually (outside of QB), and paying the bill with a check. What I'd like to do is to get the AMEX card transactions into QB (I'm familiar with importing a .QBO file), learn how to create rules to categorize the expenses (so I don't have to do the manual totaling), and how to pay/record the payment to AMEX. I'd like to make/record this payment in a way other than writing a check, because the mail is very slow lately. I have paid AMEX through their website, but am stumped on how to record this in QB. Thanks in advance for your help. Forgive me if i got the terminology wrong! Steve
first issue, paypal transactions dont show more than 50 transactions and no option to page 2 or 3... second issue, after categorizing paypal transactions i cannot review more than 50 transactions. The filter to review specific dates does not work as well. (this has not worked in the past either, id have to page over to find.) Now with the update, i cannot even page over. VERY FRUSTRATING. Only happens with the paypal account. Ive submitted a complaint year or two ago. Still same issue.
THe bank changed the website address to use when doing sync how do I change that
Why when I try to reconcile June 2021, it asks if I want to resume reconciliation then takes me to January 2021, but I’ve reconciled through May 2022
Hello, I tried to find an answer for this in the forums without luck and can't believe I am the first one to ask this to the community. I am using QB desktop 2019. When making entries to the register, I have yet to find a way to order the transactions in the same order that's on the bank statement that occur on the SAME BUSINESS DAY. I put in the entries, but they sort in an order that seems to be by check number when they occur on the same day (see attached jpg to see what I mean). I have it sorted in the "date, type, number/ref". There is also a choice for "date & order entered" but I haven't found a way to rig it to get them in the same order as the bank statement. There has to be a way, even if unorthodox. Looking forward to the replies. OMG, it makes it so much easier to do a reconciliation when the items fall in the same order. The only workaround that I have found is to intentionally make entries on the day before or the day after to get them in the right order, bu
Hello: We have a very small partnership with three owners: Myself, my wife, and our third partner. We all use expensify to track personal expenses. My wife and I typically use an expensify card for expenses, which acts like a debit card in that it passes the expenses through to our bank account (so we don't have to pay a credit card bill at the end of the month). We are able to categorize and see all of these expenses in the expensify app. On the QBO side, though, many of the transactions just show up as "Expensify" as the vendor (presumably because Expensify bundles charges to save on fees). This is fine, but I don't know how to reconcile the expenses in expensify in order to split the bundled transactions in QBO. Does anyone else have experience doing this and making life easier? Otherwise, it might be better just to open a couple of credit card accounts for myself and my wife and link those to QBO instead.
Can't find the reconciliation screen so that I can reconcile.
I am migrating data from a QB Pro account to a QB online account. I set the QB online account up years ago (and have been paying for it) and am now ready to use it and it says I only had 60 days to import. What do I do?
