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While most of my clients pay invoices through QBO, there are a few that still pay by paper check. Other than maintaining a separate, external bank accont, I'm not seeing a way to deposit checks.
I have been having trouble reconciling ever since I started taking payments through Quickbooks. Now my items from my bank statement are showing up correctly in the register, but when I go to reconcile none of them show up. How can I get them to go over so I can try to reconcile?
Editing deposits no longer works. Only transfers and checks.
While I was trying to figure out QB i made some mistakes. I was advised the best way to fix the transactions was to delete the transactions. Now i can't reconcile because i have $76k in transactions that were deleted but previously reconciled. How do i fix this? it's hundreds of transactions.
my profita and loss report enters my deposits and invoices so my sales figure is incorrect
Will QB provide me a routing and account number? I need it to set up direct deposits that I receive? Not for paying employees, since I won’t have any.
I had to transfer our QBO to a new QBO account. All the bank transactions transferred but none of the reconciliations did. So now I have years of unreconciled transactions and a starting balance of zero. How cam I re-reconcile years of transactions, and set a new starting balance? Thank you!
I'm currently waiting for my EIN but my main concern is this impediment with the SSN, do you think I can use my ITIN to fulfill the sections that ask me for the SSN?
We use Quickbooks for two separate businesses. I recently deposited cash into the wrong bank account. I did an online transfer, but am not sure how to show that deposit going in and then out so I can reconcile the account.
It won't let me enter a new payee into new check
how to reconcile bank in quick books
I use subaccounts of a bank account to keep the money in the bank account separated based on purpose. To be clear, I have only one actual, real-life bank account. To record a deposit to the real-life bank account, I have to make individual deposits to the subaccounts in QB. Am I missing an option that would allow me to record a single deposit in QB with different subaccounts of the bank account?
Let me explain!I wrote a check #6331 (4/12) to a subcontractor= Boss forgot to sign it before giving it to that sub. They deposited the check (4/13) but on 4/16 it was deposited back into my account as CK RETURNED NO SIGNATURE (no fees for this transaction were added from the back, no nsf's, etc.). Subcontractor came back, BOSS signed the check, same check#6331 was later on cleared (4/30) on my bank statement. Question: How do I record this, so I can reconcile my bank statement and leave "trace" of what happened. I know that first 2 transactions are a wash but nonetheless they show on my statement as separate transactions on different days. FYI: the subcontractor is the Boss's daughter so that's how we got the whole check back.Should I just make a deposit for the return check and then write a "sub check" as ck#6331a? There has got to be a sane way to track this. Help!
I'm new to QBO and am having a hard time understanding exactly how the "categorized" and "excluded" tabs work.1. Do reconciled transactions remain in the categorized tab forever? If so, is there an easy way to tell if they've been reconciled (other than trying to undo them and getting a message that they're reconciled already)?2. I've read conflicting articles regarding the excluded tab. Do items in this tab show up in financials? Must they be deleted entirely in order not to affect financials?
qbo add and match column now review and confirm. What is the difference and how does it now work?
I was looking through our check register and noticed a tax payment marked TO PRINT, in the area that usually shows check numbers. Does this mean that the tax payment is not paid?
Just recently started quickbooks and linked my new bank account. I deposited a few large lump sums of money into my account that I made since the new year. This was to help me start my business. Now that it is in my new account, should I classify this as income in a specific category or exclude it?
