Banking
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So I started my application for the PPP Loan online through womply and filled out some information incorrectly so I decided to just go through my bank instead, I’ve already submitted my application through my local bank but online it says it’s too late to cancel.. Womply keeps sending me an email with a document to sign thrown DocuSign. What do I do?
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I want to be able to view who originated the expense that is downloaded from my bank/credit card. The field used to show up but it doesn't anymore.
I just set up bank feeds for my Amex account using Direct Connect. The transactions all imported correctly except the class didn't come over. How can I fix that?
If I can make an adjustment, how do I do that?
i only see my transactions back through october. is there a way to pyll in all of my transactions from jan 1 2020
Have an electrical income account and a hvac income account. When posting the deposit, the deposit automatically goes into the electrical account which I can't change.
Merchant services combined a customer refund with another customer deposit. The difference was deposited in my bank. How do I match the refund receipt that I created with the other customers deposit?
When I try to add more details to a bank transaction, it lets me find the transactions I want to link it to but I cant see the save button. Ive tried moving the page up and it just isnt there.
I have downloaded wrong file from bank into my QB bank account. It is 2018 file, how do i delete it so i can download current file. There is nothing on my bank center under transactions. it is downloaded in my QB bank account. Neelu
I have a big problem. My client had over 2200 uncategorized transactions. After spending an obscene amount of time, I got them all categorized. Mostly by vendor (Walmart=personal, Amazon=business supplies, etc.) based on past categorizations. Then I find out that the client's method for the last 4 years has been to categorize business expenses and leave personal uncategorized. This is why he had 2200 uncategorized transactions. He states that each of these vendors has a mix of personal and business transactions and he separates them by either categorizing them or not. Now I need to find out how to unmatch all of the transactions that I matched but leave the ones he matched. I looked into using the audit log, but there are over 7000 actions taken by me since I started helping him on March 12th. To undo them, I would have to go through all 7000 actions, find the transaction in the bank feed, and unmatch them. There has got to be a better way. Phone support was no help. If I could just pu
I am very new to Quickbooks Online. Having started, nearly, after the first quarter of 2021 there are invoices that were already completed using the old paper method before we finally started using Quickbooks. At any rate, I am having trouble matching invoices to payments customers have made. For example:A Customer's invoice totals $120.20 (with tax) on 1/25/2021; when the payment shows in our banking it does not show that amount; it could show something like $200.50 on 2/1/2021. Or the total of $120.20 never shows anywhere in sales at all. I was hoping to have this all figured out before the end of this first quarter but it's not promising. Thank you all in advance!
Is there a way to automatically charge an extra percentage to the invoice when the client decides to pay by credit card? It is commonly done in many invoicing systems but I could not find how to do it with QB.
my bank account do not show in banking
I am having a problem with reconciling my bank account in quickbooks the GL account balance is correct, but t when I go to reconcile the bank account; the balance is $16K off. I tried the following steps: CompanyMake JESelected the correct accountEntered opening balance with a dr.Cr to Opening balance equity account This caused the GL account to be over. How do I get the two to match? The bank account when I got to reconcile (not sure if it's been done in a while).
QB says that I need to remove the payments however the system won't let me since the deposits are reconciled but I haven't reconciled yet. This is my 1st year with QB Online, all my previous versions were desktop. So I'm stumped since normally I would just reverse the reconcile
