Banking
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How do I connect my quickbooks checking with quickbooks small business
Hi all, I'm looking to separate transactions from two separate LLCs in this single self-employed account. In order to keep transactions and taxes for income and expenses; how would I do this? Is it as simple as just tagging the specified transactions for the specific LLCs businesses?
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I have a Menards Contractor card through Capital One and it was linked to my quickbooks but recently stopped working. I tried unlinking and relinking multiple times. When I go to link the account, it brings up the wrong website to log into. Any help would be appreciated.
How to stop Enterprise Solutions 7.0 from automatically printing a bank reconciliation report after I reconcile?
When working in Banking with Credit Card transactions, we keep getting the exception pop-up shown in attachment. Interrupts flow and takes time to handle.I remember seeing this a long time back but forget why and/or how to 'fix' to get this to stop.Any guidance welcome!
The deposits are coming through as expected, they are just not being totaled in the sales dashboard. I recently connected a new Shopify site using A2X. My sales dashboard has been working accurately for the last 5 years. I have verified that my new connection is showing the deposits in the proper account, "Sales of Product Income" that I've been using. I've tried clearing my browser cache.
When transactions are downloaded for bank account - Check transactions are automatically assigning the same vendor name and chart of account number. No rules have been created. Suggestions on how to resolve this issue will be greatly appreciated. This is only occurring for one client. All other clients that use this module of QBOL appear to be working appropriately, using same bank, no rules and no difference in their process of uploading transactions from bank to QBOL.
I've have almost a dozen transactions impacted by a suggested banking rule that was automatically applied without my knowledge. How do you turn off suggested rules, or at the least prevent the system from automatically applying them?
I pushed reconcile and all i get is a couple of transaction, not the whole month?
My company is using QuickBooks online. I have a couple of invoices that were paid and the checks were deposited in a lump sum. The lump deposit show in my register and on my bank statement. However some of the invoice payments are showing up separately in my register as well. When I follow the steps to correct, the invoices are showing up as unpaid and overdue. This happened in 2023 and just this year on an invoice payment in June. How do I get rid of the duplicate payment showing in my register? Both payments are cleared in previous reconciliations.
I have not changed any account details and only have basic personal and business checking accounts - from the same bank linked.
QuickBooks does connect however it will list 3 of the same account. When I try to review and categorize transactions it only gives me 2021/2022 not 24 or even 23? And when I search it there’s nothing. there’s an error stating my banking QuickBooks are not communicating properly. But no further instruction as to who I need to talk to.
I have software that posts invoices/bills to QB automatically. I use QB match function to match payments that are received in batches (credit card processor) to the respective bills that are in QB. Unfortunately when there are too many transactions for QB to look at it can't suggest matches. Unfortunately QB defaults to about a 1 year lookback period. How can I change this default period to say 1 week? This doubles or triples the amount of time it takes to match transactions. I've contacted support and they said there is no way to change this?
I am attempting to export a CSV from American Express for older transactions. However the import fails without giving any description. Any suggestions by chance?
I have 2 companies in Pro Plus 2022, both with AMEX credit card accounts. One company has maybe 30 transactions per month, and the date download works fine. The other company has about 300 transactions per month, and every time I need to download transactions (once a month, when it's time to reconcile the statement), I have to disable the bank feed and set it back up. When I hit "download tranactions" QB says that is it connecting, then says Connection Refreshed, but does not download anything.
All other bank & credit cards link ok. Including multiple Capital One accounts.
Bank account is saying that I have more money in my account than what quickbooks is showing
how do I get it back. Reconciled transactions still exist
