Banking
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reconcile the bank account
I have been using QB for years so I know what I am doing. Something has changed or is glitching.
My reconcile is off by the unemployment tax transaction 10/30/2020 recorded in the bank. I cannot figure out how to change the date in QB. How to reconcile?
the last import was jan 17,2021 what happened? i was trying to recooncile did I turn something off?
Is it acceptable to Exclude the duplicate transactions?
Quickbooks received import from bank without cleared date to reconcile the checks. How do you clear and reconcile the checks
I was required by my CPA to upgrade to QB online but now she's left and I don't know how to use the system and don't want to learn.
How to correct errors on Dashboard marked Bank Accounts
When I click on a transaction that has a possible match, it takes me to the find match screen. However, I always need to classify the transaction to the correct category and class. When I click on on the "categorize" button, it automatically removes the preset payee for this transaction. To clarify, Column three, where it lists the payee/vendor, is automatically stated before categorizing. But when I go to the "categorize" page, it always removes it and I have to reselect the payee.Is this a bug or is there a faster way to categorize the accounts and classes for each transaction that the bank uploads?
I have two income checks from December 2020 that arrived and were deposited in January 2021. Because of this, the income is showing up in the wrong year. I need my 1099 to match the income reported in QB. Is there a way to modify the date of the deposit or make a journal entry to move this income into the correct year?
I want to enter a general journal entry in my Cash account to reclassify a posting.
