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According to this article:Enter transactions by batch in QuickBooks Desktop It says that QuickBooks Enterprise Desktop can batch enter transactions. It shows how to do it in the accountant edition, but not the Enterprise Desktop Edition. Can someone clarify this for me?
Client generated a direct debit payment to a contractor. Payment was received by contractor, payment deducted from his bank account, but a credit transaction for the same amount was created by QB and I cannot delete it without impacting the correct debit payment.
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Hi Everyone, Recently converted my business accounting to QB and have what I think is a simple question/task. How do I record a deposit to an account in QB that is not specific to a transaction (i.e. customer invoice). Say I found $100 walking down the street and wanted to put that money in my business checking account, how do I record/post that? I am using QB desktop for MAC. I seem to have a good grasp on all my business transactions but the simplest thing is escaping me. I've tried a few things to no avail. I did use a QB pro advisor for initial setup and training but neglected to ask about this scenario. In this case my $100 found on a sidewalk is my cash back rewards check from my business CC. Thanks everyone!
I am trying to reconcile my account and all my debits and credits are showing up on my bank register but not on my reconcilation
Have been using Quicken (and old version) for our home finances forever; mostly as a checkbook register and to print checks. Looking to do these simple tasks for checking/saving/other accounts on an iPad. Can I do this with Quickbooks for iPad and is there a simple way to transfer data from iPad to computer? Thanks in advance.
Once you have categorized a transaction, is there a way to see if there is an expense attached in the 'categorized' tab? If not there, is there a report we can pull that shows which transactions have receipts? Thanks!
Hello, I've been using QB Online to manage our companies' finances for a while, with no issues. We bank through SunTrust which is now Truist, and during the merge, have had issues on both the Truist end and the QB end. All of our employees have personal credit cards, which are sub-accounts of the Control Account Card (or Parent account in QB). Under banking, I only pull the records from the Control Account, but then categorize them in expenses as one of the sub-accounts for their personal cards. This worked fine because SunTrust displayed all transactions under the Control Account. Truist wasn't doing this. The Control Account only showed the total balance on all the cards and any payments made toward that balance. I had to enter into each individual's card to see the transactions. We made them aware of this bug and they have since fixed it. I now can retroactively see all transactions in all control accounts in Truist, but QB still isn't displaying them retroactively, o
Recently, we have seen an uptick in FirstBank customers calling our Online Banking department to seek assitance with Error 187 in QBO. This error suggests they are entering their security questions incorrectly. However, once we (at the bank) troubleshoot with our customers and ensure they are, in fact, entering their information correctly. This does not resolve their problem. We have also followed the steps in the QBO article for how to resolve this error. Furthermore, we have also done basic web browser trobleshooting and this still does not correct the issue. What I have noticed for these customers that encounter this error is that they have recently set up their security questions through their online banking, and once they try to log into QBO and are prompted these questions is when they get the error. We have even tried resetting their security questions and this still does not resolve anything. I checked the outages feed to ensure our bank wasn't having issues with QB, but found
I tried the account due to the claim of instant deposit. All my accounts are linked to QB. It makes no sense to me that 1. QB would deposit in a brand new checking account (same day) without my authorization. 2. Why so long to get it to a linked band account???? All my checks go to my BofA biz account and have been for years. Now it says 3-5 day to get it to my operating biz account which is going to kill me. unauthorized qb change and lengthy amount of time to FIX it.
It used to work just fine, but looks like there was some update to Quickbooks and now my cards are not syncing. I have separate Personal and Business accounts with their own respective logins. Once I connect one of these, the other one loses connection.
I am using quickbooks online - my book keeper has reconciled it 3 times - and when she goes back in the whole thing is missing. We cannot figure it out. To make things worse in December my account was hacked - so the bank disabled all access to it. I can no longer download transactions - have to enter them manually. When I enter them sometimes they are there to reconcile - sometimes they are not.
I am trying to find instructions that show how to reconnect a bank account to an existing Chart of Account, specifically how am I supposed to use the drop down on a credit card that has sub-accounts?
Currently have Chase Bank linked into QuickBooks - we have new credit card accounts that I would like to add to the existing link - but do not show up when I click on "manage connection"
We have a deposit that needs to be matched but when we try, we see that the invoice has already been paid. This is a duplicate payment, and we need to leave it on the account as a credit. How do we do that?
Hello! I keep having the same issue when I am reconciling our accounts, I enter the Bank service charge fee in the window where you also enter the ending balance and interest.I reconcile the account normally, it evens out, meaning the balance zeroes out.After I reconcile, save my reconciliation report showing $0.It shows the amount of the bank service charge as unreconciled or "balance" even after it had been reconciled and zeroed.Anyone knows how can I prevent this from happening or why is it happening?
I've been using QBO for about a year and sales tax calculation from my Square transactions has always "just worked." But this month when I tried to file my sales tax report, QBO tells me I have no tax due. If I view the tax liability report for the month (2/1/25 to 2/28/25) not a single transaction from Square has an amount in the "Taxable Amount" column. The tax rate and tax authority name are correct, and I know Square calculated tax correctly (checked in the Square dashboard). The interesting thing is if I extend my tax report to the previous reporting period (1/1 to 1/31), when everything "just worked", I see a taxable amount and tax collected for each of the receipts. Then suddenly, once it turned to February, taxing seemed to stop. If I drill down to a receipt from February, none of the transactions for that day have the "Tax" checkbox checked. Conversely, all the receipts from January have the check box checked. I suppose I could manually check each transaction from e
