Banking
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I have a vendor that auto drafted my account by mistake. They issued a refund directly to my checking account and I wanted to know how to record it.
Morning, I made two separate deposits in QuickBooks, but when I went to the bank they deposited them together. When I try to match the transaction from bank feeds with direct connect it will not allow me because the totals do not match. Is there a way to select more than one deposit in QuickBooks to match the bank feed? Thank you
I made a Bank deposit into the wrong supplier's account and they then refunded the monies back to us the next day into my bank account. How to record this transactions without affecting Vat or any other income/expense accounts
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I am beyond helpless and frustrated. I've tried everything I can think of and the system still records they way it wants... I recieved two external deposits and made one physical check deposit via my savings account. I did not originally enter these deposits manually because I knew the system would catch it as my bank accounts are linked to my QB. However, when I go to reconcile, the account it has been recorded as two seperate line items..one a deposit and the other a payment. The thing is, these are NOT a payment for anything. So why is quickbooks seperating the deposit and doubling it (one deposit and one payment) in the exact same amount on the exact same day??? I attempted completely deleting them from the register including exclusion and deletion which removed them just fine. I then entered the deposits manually, being careful not to"attach" it to anything because it is simply a deposit that doesn't belong to anything (for example; one of the deposits was a
I see many instructions on how to 'make deposits' but all refer to entering a customer payment first, to undeposited funds, then the deposit transaction offsets the undeposited funds. I'm receiving checks for invoices dated last month. I want to deposit them ASAP, then next week go through them and apply them to the customer accounts. When I go to make deposits, it wants 'received from' as though I've already applied the payments to the customer. If I choose undeposited funds in the 'from account' is it going to apply the transaction backwards? Since I haven't already applied the payments and therefore 'funded' the undeposited accounts account?
We have a company credit card with 2 individual cards assigned to different people. We are removing one of the individual cards, and will no longer need it. What is the correct procedure to merge the two cards into one account? The individual cards are connected in the banking center, and there are both set up as sub-accounts.They need to be disconnected and then the individual card connected again or can I just disconnect the card that is being removed and then merge the account into the other card? Thanks EJ
made a mistake on cash entries. need to delete them
I just started my QB Self employed account and was planning to connect my bank account to import my transactions. When I clicked on transactions-> bank accounts, the entire screen rolls down into a blank white page. When I clicked refresh a couple of times, there was only a loading symbol and the message "fetching your data" before the white blank screen returned. I also tried to click "connect account" from the homepage, but the same issue happened, I got a blank white screen- no error message, no text, and nothing to click on. This is frustrating because I was hoping to get my account completely set up tonight but now cannot even complete the first step.
The "category" box in the transaction only shows expense and income accounts. How can I get this to include my products and services?
It won't link my bank using user ID and password. My bank requires an additional customer ID to log in that quickbooks doesn't ask for. Can you still do it old school, by confirming small deposits in bank
I've already created the Apple Card in my Chart of Accounts.
