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I may have asked this before, but nothing is working with a misapplied deposit. Does quick books online have a one time accountant to fix it? I keep getting a code to put in, even though the total is the same. Anyone know?
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When I do a check run, on the "Pay Bills" screen it would be great if I could filter by invoice terms. About half of my vendors are set up to automatically withdraw the invoice amount at Net 15. I set up a terms code for this "ACH +15" but I can't see the terms code or filter by the terms when I pay bills so from time to time I accidentally cut a check for a bill that is going to be auto paid.Has anyone come up with a good solution for this issue?
Please call me to give me direction. I need to get my tax info into my bookkeeper and cant until you contact me. xxx-xxx-xxxx
Is this Unassigned Expenses and Income? I don't want to artificially inflate my expenses and income. Thanks!
"deposit" not depost.
I have a transaction in a QBO Bank registry that shows as a deposit, but is not. It's a transfer from this bank account to another bank's loan account. Now the transaction is debiting from the first bank (as it should), but for some reason, it was categorized as a deposit. I'm sure it was something I did when first categorizing all the 12 different account transactions when I started this job 5 months ago!
I connected my Wells Fargo account to my QBO today, but QBO shows the bank account balance as zero (which is not accurate). Have tried updating it and disconnecting/reconnecting. No luck. Customer service chat rep was not able to help me in the time I had. Any ideas?
scenario includes 2019 balances and 2019 is already close. The question is how did they close the book missing six months worth of expenses? What I plan to do is add the six months worth of expenses to come up with the correct beginning balance in 2020. Scenario:previous accountant deleted the BOA 5301 with running balance from 2018 upto June 6,2019 the balance is tally with the bank statements. June 7, 2019 to November 2020 didn't show any expenses on that account only the payments so November 10, 2020 the previous bookkeeper force close the Bank Account so QB made an entry to close the balances. February 2021 I came in and saw that there is no bank account for 5301 and 3974 (3974 is a sub account of 5301) while reconciling I noticed the error for the running balance. What I want to do to correct the error: Add the expenses on the deleted bank account then close it properly Because I already have a running balance in 5301 and 3974 separate acc
QBCash account was created/approved in December. Local/transfer bank account was added and verified. Transfers to the QB Cash Account show "pending" for three days, then disappear. We have transacted about 9 transfers, all disappear. We also tried the "app" to transfer funds. Multiple calls - QBO refers to Green Dot. Green Dot refers back to QBO = We are in an infinite loop with no fix. I asked for our account/ABA to wires funds into this account, Green Dot could not provide this info. Again, infinite loop.
Just switched from desktop to online version and what my bank account has and what QBO shows are so far off...how do I get the check register to match up to what I actually have in my account?
My client had a bank account that was compromised. I added the new account, but (my fault) I had pending transactions to categorize and they are gone! Even his bank doesn't have the old account information. Help! How do I find those missing transactions and get them into the correct bank? Thanks so much in advance!
I have a customer credit card refund for 5775 and a daily credit card sales for $4338. I have entered each in separately as I can't have a negative sales receipt. Now I need to get them to match up to my bank transaction of money spent. How do I do this so that my transactions are all matched together?
I do not get a customer list when I try to add deposit
