Banking
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The balance of the bank accounts are not updated, May I know how I can get it fix ?
PLEASE HELP - I desperately need a QB Supplied Spreadsheet Template for Importing Bank Transactions in EXCEL format. I CANNOT FIND THIS TYPE OF QB TEMPLATE. My small bank does not provide QBO files to easily import bank transactions into QB. I have several hundred Checking Account Transactions to Import and 300+ more Credit Card transactions in EXCEL format to Import. I don't want to manually load all of those transactions into QB any more. I have attached a PDF file which includes Page 1-the QB Check Register layout and my EXCEL spreadsheet with the Bank transactions rearranged into the same Column Names and Data (TO MATCH QB). BUT IT WON'T IMPORT! So I Desperately NEED THE QB SUPPLIED TEMPLATE FOR BANK ACCOUNTS. OR In an older version 2007 QB there used to be a method of Matching Up the Excel Spreadsheet Columns with the QB Columns that made Importing possible. IS THAT MATCHING TOOL STILL AVAILABLE? Thanks for all of you
I am on an iPad pro
change multiple transactions to an account?
I'm helping a relative get started with a new business venture and using Quickbooks Online. I did not open the Quickbooks account and I am confused about the Quickbooks Cash account. It is linked to the business checking account at Chase. The Chase checking account itself is linked directly with Quickbooks, and it looks to me like the value is being counted twice. The snapshot says I have twice as much cash as I do, it counts the checking account balance and the Quickbooks Cash account as though they were two different things. Should I have only one account or the other? Why do I even need Quickbooks cash and does it have to be tied to my existing business checking account?
converting to desktop and cannot get file to download with data in it
Cryptic message saying Intuit QB online account no longer supported. Why? What does this exactly mean?
However I am reconciled through 3/31/21.
Hi. I'm just inputting my first few months expenses. I originally input them as being paid from 'undeposited funds' but I need to change that to 'Cash at Bank'. It won't let me change this in the expense page but also not in 'Undeposited funds' (which I have accessed through the 'Chart of Accounts') and won't let me delete either. Any ideas? An answer for beginners would be great - so I know exactly which tabs to go to to make this work. Thanks so much
It's an US Bank account that doesn't sync with my QB. What should I do?
Why QB began to charge a service without ask he customer? What are the steps to back to normal service?
When I check in to QB, I click on Banking and the updating feature is already underway--the circle is circling but never stops and never actually updates my numbers.
Once the deposit entry in checking account is matched with open invoices, it goes in P/L and in COA (Checking account). I was just wondering if there is any way to check the open invoices that are matched with any deposit entry from checking account in COA and probably correct it when wrong invoices are linked to it. Can someone please help?
I use Quickbook POS and Quickbook Desktop. Instead of matching bank deposits to open invoices, I've added a new entry which has resulted into double income. Now, To rectify from COA in Checking accounts and I am putting it into Accounts receivable. But since it is 2 months old I do not see corresponding invoice open in 'Income Tracker' tab. How can I match it now?
1) How to see bank balances for banks with manually uploaded statements before a reconciliation? After manual upploading and before a reconciliation there is zero bank balance.2) How to check that there was no mistakes and no duplicates when uploading statements?
When I download my banking transactions, all of the deposits show up as payments in the register.
Absolutely Ridiculous, that you have to change it back to " year to date " setting. This is a programing error on self employed. Can you please fix these boxs to stay on the setting I set them at??
