Banking
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We have each individual card linked with the bank feed, and also the parent corporate credit card account is linked to QBO. We get a single bank statement that includes all of the individual credit cards on the same statement. Do we reconcile each individual card each month, or just the parent corporate account? And could someone please advise us the best way to go about this? Thanks!
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I need the whole 2024 banking to be added but cannot figure out how
My ledger shows deposits from my bank twice. How do I prevent this?
how to add bank account
I had a large deposit this morning that is showing as credited to my account but is not reflected in my balance.
How do I match a bank withdrawal in QuickBooks online that is a both a deposit and payment?Basically, I had a withdrawal from my bank account. The negative amount actually is three different items. One refund and two invoices being paid. I cannot seem to figure out how to properly match this to the proper items within QBO.I have gone into the transaction and "split" it but I cannot apply the fund to the invoices being paid. If I go into the invoice and "receive payment" QBO thinks I am going paid twice and my numbers are off.
Inexplicably, on about April 16, QBO started failing to download multiple bank transactions. There are several days when all of them are downloaded; other days when none of them are downloaded; and some days where a few, but not all, transactions are downloaded. In three weeks time, there are over a hundred missing transactions making about a $20K discrepancy between my bank and QBO. It was difficult to discover at first, because so many transactions are still downloaded. (There have not been any erroneous or “false” transactions downloaded.) I have not been able to find a common thread in the failed transactions. A vendor’s transactions may download one day and not the next. Is there a “repair” function for this?
Deposited shows it’s completed but has yet to show in my checking account
The fees are deducted prior to hitting the bank, but I still would like to track in QuickBooks.
For example: I am trying to write a check to a vendor (Notes Payable) but this account is not showing in the category details section. I've tried different browsers and signing in and out but it doesn't seem to help.
How do I change the order of the bank accounts in bank transactions
My balance reads weeks late It doesn’t refresh
I do work for a big firm, but work with different teams and invoice those teams individually. I was going back through paid invoices from 2024 and tried to create sub-customers of this big firm so I could track income from the various teams in my reports. But when I changed the customer on an invoice to a [new] sub-customer, the invoice became overdue. When I clicked "receive payment" I was unable to then link that payment to the bank deposit from back in 2024; it created a new payment (but not a bank transaction?) on today's date, and then now I have all of these "unapplied payments" or credits. How do I reconnect the edited invoices with their corresponding 2024 bank deposits? Thank you in advance... I'm so new at this.
We have 2 companies each in their own QB file.However, we use 1 cc for both (different users).Company A is in a QB file with the CC. Company B is in a separate QB file without the cc.However, company B still has to pay off some of the CC.This being said, how do I record the payments from company B, if I can't pull up the bank account that is making the payment in company A's file?Does it make sense to create a fake bank for company B in company A's file?I still can't figure out what would be the best way to go about this.Thank you
The charges for the primary card are showing up fine in the bank transactions, but those for the second card are not.
I have Quickbooks Premier Plus Manufacturing and Wholesale Edition 2023 on my desktop. I was balancing my February bank statement and accidentally clicked on the Undo Last Reconciliation after I reconciled February. It didn't undo the reconciliation as far as I can tell since the February invoices are showing that they've been cleared on the checkbook, but if I click on Begin Reconciliation again, the beginning balance is incorrect. This is an account that doesn't get much use. We're going to be closing it so there's not much in there. The February beginning balance should be $30.23, ending <$61.25>. After I clicked on the Undo Last Reconciliation, it's now showing a beginning balance for the next reconciliation as <$975.10>. I have NO idea where that number came from because there aren't any reconciliations with that number. When I click on Locate Discrepancies, what pops up is a blank report with no numbers. I've clicked on GOTO, chose both amounts, b
I am trying to connect a Chase checking account to QBO, but I keep getting the error from Chase Bank: "It looks like this part of our site isn't working right now." I have several other accounts with Chase Bank connected to Quickbooks Online, and have received this error message with this account for several months. Has anyone else experienced this?
My last name is the same as a ubiquitous department store - Macy's - so QB almost always categorizes a transaction vendor as being Macy's. It drives me crazy.
"Under Review"
I want to reconcile my account, but only beginning January 1. The reconcile button is forcing me to go back to 2019. I don’t need to reconcile the previous six years. Only the past four months.
