Banking
Recently active
Many email notifications. When I click to complete, the link does not take me to a specific task to complete. I can’t see anything wrong.
Original commenter did not share additional details
I need to remove a deleted transaction that was already reconciled.
I am getting no updates for 2 weeks and when I try to reconnect to my bank I get error code 530 on my bank I have online version
I need all the sub-users to have their transaction downloaded into the one Chase account as it is not possible to reconcile 5 accounts when I only get one statement from Chase with all the transactions on it.
Bank account is with Chase, if that's relevant
I changed my QB on Saturday to Solopreneur. When I did that their system acted as though I created a new account and deleted my old account and records. I've spent an hour and a half to two hours on the phone with them three days this week. After 1.5 hours on Tuesday, one of their employees was able to get my old transaction log back. I was able to download that data in a CSV file. Yesterday I tired to upload those transactions, but because of the way the Solopreneur is configured, I cannot upload the data of my previous transactions. Any idea how to do the upload? My only other choices are to manually re-enter them or switch to another service.
For the past two weeks I have not been able to update our accounts. I receive an error code 530 sometimes but most of the time it says everything is fine. I have walked through to fix it with both Twinstar Credit Union and QBOline and so far have not found a way to make it work. I am currently just manually doing it by downloading transactions then uploading them. This is cumbersome and would like to go back to how it was automatic! Has anyone found a fix for this when all the troubleshooting steps come up short?
I sent out check #1 to Acme Co. Two weeks later they said they didn't receive it. Lack of communication and my boss did not put a stop payment on it at the bank, but I did void it in QB Desktop. I sent a replacement check (#2) to Acme Co. One month later, I received the bank statement and Acme Co. has cashed check #1. They have not received check #2, so we put a stop payment on it. But now, how do I resolve this in QB to show the correct check # that was cashed? I already voided check #1. Should I try to delete check #1, void check #2, and then enter check #1 again? Will QB allow me to do this? Or is there a better way to do this?
Since August, I haven’t seen check images from the bank feeds for my clients or my own books. I currently use Wells Fargo and my client uses td bank. I tried incognito mode, updating the bank connections, and it did not work. Can someone please provide how this can be fixed? Thank you!
I switched bookkeepers/accountants mid-year. I found many mistakes in reconciliations that were already done. I "reversed" the individual reconciliations but QB still says that my account(s) were reconciled up to (XX date.) How do I start over entirely and do ALL the reconciliations over? I've already looked at QB answers for how to check the opening balance for the account; the directions tell me to find the account's Opening Balance in the register for the account, which I located through the Chart of Accounts. That doesn't work. (There isn't an entry in the accounts column listing the opening account balance for that account.)
"Note from ShopifyTo complete this connection, sign in to Shopify in the pop-up window. If you encounter a blank screen after you sign in, close the pop-up window and immediately select Try again on this page."I've signed into Shopify and get the above message and this one. I've tried to connect my store multiple times and still have the same message.
Most transactions appear to have downloaded, but I know for sure two gas station transactions (that I can see on my Chase transaction list) did not download to QB, but everything else did
Why are you asking me for a bank account?
I am just receiving the Money on the Way emails now, but don't get any payment details anymore. Why did I stop getting those emails?
Is there an option to "select all" when matching expense transactions in the bank review? For example - if I have an ACH payment that includes 400 expense (vendors) transactions, clicking every single one of those boxes is very time consuming and tedious. Thanks! DRoberts
Payment received was recorded as $100, should have been $120. How do I correct the deposit.
unable to upload bank transactions - a recurring problem
I recently got a business money market account through Fidelity.When I sync my transactions and go to import them, it shows the money market re-investments as negative dollar amounts and wants me to specify a category. But I don't think there is one - the money is staying in the account, but QB thinks it's going somewhere else. Maybe I'm setting this up incorrectly?Sorry this is probably super lame and specific only to me but I'm not even sure where to start to ask anyone anywhere. Thank you for any help you can provide!!!
