Banking
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Running QB 2019, and have used it very little, with no customizations. 1. I downloaded WebConnect file2. Went into Transactions List3. Clicked "Rules" at top of window4. Clicked "Add New" rule.5. Created a name, Description Contains: XYZ Payment Categorize the Payee Field to: Rental Income RESULTS: Tell Quickbooks How to Handle this Rule: Select something that Renames the transaction
How do you clear checks now???
can I add thorntons fleetworks
My CU offers connection for a fee of $5.95 a month. They say they need to charge me that because they have to pay a fee to quickbooks. Is that correct?
I need to be able to see how many bags a bought of each thing from year to year
How much is my refund
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My husband runs service calls. We need him to use a quick book version on a mobil device (tablet, iPad or laptop) in order to make invoices. I need to be able to somehow "sync" with the desktop version of Quickbooks for Mac at home. How? Help?Thanks
Checks that I correctly matched in QBO and then reconciled are now matched to a different entry of the same $ figure. This causes the bank & QBO to re-import the check since it can't see it being matched in QBO. How to prevent this from happening? Why is it doing this?Last weekend I spent a 12-hour day undoing and redoing 3 months of bank reconciliations only to have this happen. I KNOW that I matched the checks to the correct choice.
Client pays their bills with checks printed thru the QB process. So their check is entered into QBO at that point and is assigned to an expense category. When the check comes back thru the bank, QBO downloads it as an Expense and assigns it to the Uncategorized Expense category. Then we have to Unmatch the Expense, Match the Check to the Online Match that QBO found, and then we then have to delete the now unmatched Expense. This process is cumbersome and is taking FOR-EVER. It doesn't seem like this is how QBO should be working. Is something set up incorrectly?
Hi Everyone! So in 2021 I decided to be more efficient and started downloading all my business banking transactions using the Bank Feeds feature. Last fiscal year I used to manually enter each single transaction, from receiving a customer payment, registering an expense and accounting for transfers from Paypal into the bank account. Now that I'm using Feeds it seems that I'm a little lost. Obviously assigning an expense to a category is straightforward. However, I need guidance on two particular types of transactions: receiving a customer payment and registering a transfer from Paypal into the bank account. Let me explain: - When I manually registered a customer payment (that is without Bank Feeds), the type of account shown on the chart of is PMT, that is a Customer Payment. The Account associated with the transaction was Accounts Receivable. If I do it through Bank Feeds, the type of transaction will show as DEP. How do I convert this transaction to a Customer Payment
I exported my account and trying to import it into QB, the issue is the export only shows date, amount ( just a number) description then credit or debit.. What do i do. When I import it shows everything as deposits
hi there ,I set my rules to my bank transaction and I left the tax field empty (optional field),but when I try to implement the rule QB ask me to chose tax, and the tax field marked as mandatory.(attached)I don't pay tax on this transaction so how can I handle this issue. thnx
Bank statement has an ending balance of $110,555.16 with $2,600 in outstanding checks, leaving a final balance of $107,955.16. The On-line QB Dec. 31, 2020 balance is listed as $110,920.72. How can I get on-line QB to agree with the real bank balance?
My Quickbook online is NOT conected to my bank I do not see my check register and transactions like I always did
have linked pnc account showing update 3 hours ago but last transaction from bank was 3/5 in the am. many since then not showing anywhere. why aren't my transactions from saturday, sunday and today not showing anywhere?
