Banking
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I am trying to confirm transactions and keep getting the message "can't confirm transactions while working in account". What does this mean?
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It is the same exact line item but it fills up the entire page.
I've looked but no luck in finding an answer. I import my credit card statement after cleaning it up using BIG RED Cunsulting's OFX Cleaner (thank you BIG RED). After importing and viewing the transactions in Express mode I cannot stop it from auto-filling the checkmarks at random. Even after un-marking them all they still randomly start filling back in as I try to manually add groups of transactions. Is there a way to stop this feature. I would use Express mode more often but this feature drives me crazy. WHAT WAS INTUIT THINKING!!!!!!
When downloading BOA credit card info into QuickBooks Online 2021 it only downloads the payments not the purchases. Help??
We regularly reimburse expenses from one bank account with funding from another. We want to show the breakdown of this transfer by categories and QBO doesn't seem to offer a way to do this.
I have a client who is switching to QBO from another accounting software, and they have briefly used a bank account in the past (about a month). They have since closed the bank account an are now using a different one. During the switch, what should I do with the transactions in the closed account? Everything has been reconciled prior to close, I'm just not sure if I should include the information since in the past they've had lots of issues with the account.
We switched to a new POS system last month, and so had to switch payment processors. We found out that the cutoff times for our daily sales were defaulting to Eastern Standard Time rather than our timezone, so our daily sales with our payment processor (daily deposits) vs. our daily register sales are not matching. We have fixed the batch cutoff issue, but in trying to reconcile the deposits with daily sales for when this issue was still active, I am unsure of what to do. Our process is usually this: We have a customer labeled DAILY DEPOSITS, where we create invoices for all our daily sales (products & services). Then we record a payment from DAILY DEPOSITS for the day the payment hits our bank account. Next, we manually record the deposit in quickbooks, so that when the deposit actually hits our account, we can match the transactions. But, because the deposits do not match our register sales, should I just record the deposits as sales of prod
How can i set off the debit and credit entry in my bank feed?
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my client frequently pays for items out of her pocket and I need to record it as a non-cash donation. I found instructions that discussed creating a cash / non-cash equivalent account. However, when I go to the chart of accounts, new - it is not an option. hopefully, my message will not be deleted this time.
Does QBO Simple Start have bank reconciliation and bank feeds? Or do I need QBO Plus?
no transactions have transferred since 4/30/2021. I have made sure it is listed as linked and have tried update
How do I undo a delete of a reconciled bank entry?
I recently set up QuickBooks and a cash account to help keep organized. I accepted 3 payments from clients thru QuickBooks invoicing to be deposited into my QuickBooks cash account. These hung around for 7-10 days before I finally got an email this morning saying they were deposited. However, my cash account still has a zero balance. I need access to my business' money. Any help would be appreciated since there doesn't seem to be any customer support other than this.
I'm currently in Quickbooks Desktop with a client who paid off their credit card in 2019, however there remains on the books a credit card balance of $248.88. 2019 taxes have already been filed, so I'm trying to figure out how to make an adjustment for a prior period in order to clear out the balance. I understand how to do this for checking accounts which are assets (DR Checking, CR Retained Earnings), however since a Credit Card is a Liability account I'm trying to figure out how to handle it. If I DR the credit card account (to reduce the balance), I'm trying to figure out which account to credit. If I credit the checking account, it reduces my balance which then throws off the reconciliation in the checking account (plus it was paid off in 2019, a prior closed period). And I can't CR Retained Earnings to offset because that would Increase RE. Any thoughts on how to handle it? Thank you!
I looked at the help for this but there is no drop down for undo in the action bar
