Banking
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One of my bank accounts that is linked will show transactions to confirm but one does not
I can't get it to search back any further than 1/1/2020
1) Is QuickBooks Online supports importing Payroll Data from File? 2) If so, which file format it supports? 3) Please provide sample file format that it supports.
I'm new to the self-employed game. I purchase a lot of supplies for the company that I am contracted to, and I am reimbursed. When I'm paid, I receive one lump sum for my services, mileage, and expenses. I assume I need to categorize some of my check as income, some as expenses, etc. Otherwise my income will be grossly exaggerated. How do I handle this?
When I deposit checks from customers for paid invoices I make copies of them for record keeping. In QBO is there a way or place I can store these copies or attach them to recorded deposits?
I've looked through the Help topics and cannot find what I need. I have to identify the fees charged for each payment received from customers via Quickbooks so they can be allocated correctly. Any help would be much appreciated. I'm very much a novice at this!
Hello, I have an ACH deposit from a related company which is paying several customer fee invoices. We bill freight carriers a fee for dispatching loads. Some of those carriers factor with our subsidiary, and their fees are paid from their reserves. The factor company sends (for example), a $10,000 ACH payment to the dispatching company. That $10,000 may include 100 carrier fee invoices. Is there another way besides applying 100 customer invoice payments individually? Is there a way I can see all invoices and check mark the ones I want to apply the $10,000 to?
I use Quickbooks to manage my company that is a sole proprietorship. I am also part of a partnership that is under a different company name and bank account. Should these bank account be in Quickbooks as it is still business, or no? It is helpful to use bill pay and reports for the project but I am unsure if I should have this in there or not because it is not directly a part of my company.
I have a client that significantly overpaid for the monthly services I provided. Upon discussions with them they have said they will just bill against it as a credit vs. having me send it back. How can I track this in my books in a way that is easy to understand what happened, is the only way to do this through journal entries?
Is there a way to get all payments to appear in the list of payees Bank Deposit list? Payments have been entered but some arent displaying in the "Received From" column
changing bank account
I have some unmatched quick book entries that I need to match with the bank entries, however, when I select review for matches, the correct entries don't show up.
How can I request a change in bookkeepers?
I would rather use my chase account and just avoid quickbooks cash all together. When my customers or clients pay, the money goes into the QCA and then from there you have to transfer the money to my account. Once the customers/clients pay, can the payments go directly to my own account with chase.
We recently as of April 26th, 2021 have begun being charged $10 per transaction for a customer to pay us via bank transfer. It went up from .50 cents to $10 per transaction overnight. We called all of the numbers and pressed all of the buttons, transferred 3 times, had to tell them the same story over and over, and then find out that we were talking to the wrong department and it was her first day, then was given a number that I called to talk to the payment dept and every option goes to nothing and then hangs up on you as they tell you that the phone system is having issues. How convenient. We went online and did the support ticket to have them call, they called and the call hung up (we never got to speak with anyone). Meanwhile, The principal of the company just wasted 3 of my billable hours to contact QB online in search of answers, only to get lost in a phone tree, talk to half a dozen people, and got no results. Do they really care about us power users?
