Banking
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A lot of the transactions appear twice , I need some hand holding in getting reconciliation done and no agent other than the first one seemed to have patience or clue how to do it
My company has 6 Bank of America credit cards (6 employees have a card with their name). All of these individual credit cards are subaccounts that roll up to an umbrella cc account at BofA - which is the master account that we pay down each month.Previously, we were able to connect each individual account to QBO and download their transactions. In fact, 4 of the current 6 cards have been in Quickbooks for years and are still downloading transactions from BofA. However, 2 of the 6 are new cards, and I'm no longer seeing the ability to add them. When I try to add the accounts by re-connecting through BofA, it's saying that I've already connected all the accounts, even though there are still two cards that I clearly haven't.After calling into QBO support, they said that QBO changed their processes so that I have to connect the umbrella account that I mentioned earlier, rather than the individual accounts. I reluctantly connected the umbrella account (knowing
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New to QuickBooks. I set up payments through QuickBooks and it's not giving me any other info to what account or an idea of when it will post. Please advise.
I accidentally linked the wrong bank account to QB and now want to delete it. When I go to the Chart of Accounts and select that account in question, the only options are:- View Register- Edit- Make Inactive- Run ReportI've seen instructions online that point to the ability to delete the account here, but I don't seem to have that capability. I'd make inactive ,but I don't want any of the downloaded transactions (which I added before realizing it was the wrong account) to appear in any of my reporting. There has to be a way.......
A vendor disappeared after making a $55k progress payment through QuickBooks via ACH. Phone numbers and emails don't work, and we need proof of the ACH transfer hitting that account for our lawyer. The problem is that QuickBooks is an intermediary; we transferred the $55k to them, and then they paid the vendor. As a result, we cannot acquire the proof that the money really made it from QuickBooks to the vendor.I keep calling QuickBooks to get this proof, and they keep directing me to the "receipt" in BillPay, which only shows that we scheduled a payment, not that it was actually transferred. It's not really proof of anything.QBO support has also supplied us with Trace IDs for the transaction, but they don't do anything since we are neither the originator (QuickBooks was) or the recipient (the vendor was) and the vendor's bank has declined sharing anything.I have called QuickBooks several times and am currently on hold again. The gentleman (case # [Removed]) is telling me that QuickBook
How do I create rules that will rename and categorize downloaded transactions?It is easy to do in the Windows version, but I don't see the same screens in the Mac version. Please help.I converted the file from the Windows version to the Mac version.The file converted correctly.Thanks for you helpl
This option was available until this morning. Maybe something changed with the new view?
Switch Companies icon under the Profile section is missing?
1. Credit card payments are showing as an expense, and each have 2 banking matches a debit and a payment one is a positive amount and one is a negative amount both for the same dollar amount. Are these entered correctly? If no, please explain why and how to correct this. 2. Items that should be reconciled already that have a banking matches are showing as uncleared transactions, the same is true for all unreconciled transactions that have yet to be reconciled. Why is this, how do I fix it?
I have a loan with QuickBooks. How do I go in and change the account on for the automatic paymenta.
Dear Intuit QuickBooks Team, I am writing to express my concerns regarding the five-day hold that QuickBooks places on client ACH payments. While the stated intention behind this policy is to protect clients, the current process—whereby funds are debited directly from the client's account—does not align with optimal consumer protection practices. A more appropriate procedure would involve notifying the client’s bank directly and allowing the banking institution to contact the client to verify the transaction.This approach would be more consistent with federal regulatory guidelines that advocate for clear, transparent, and client-centered financial processes. As it stands, the claim of protecting clients by holding funds does not seem to adhere to these standards.Moreover, this hold significantly impacts the cash flow of small businesses that use QuickBooks, hindering their ability to deliver products and services for which they have already received payment. The delay in releasing
I have an Amex Business card, and instead of manually entering the credit card transactions, can it be done automatically?
How to fix total income number if incorrect
This just started a couple of months ago. I contacted Quickbook and they said they will fix it and get back to me but they didn't.
Essentials is too expensive. I now only have one user and use only basic functions and reports but I do want to use my existing recurring templates.
Hello, I work for a city and we are in the process of switching from our current software to quickbooks online.I have connected our bank but all of our accounts are not showing up. We have 30 accounts but only 10 are showing up in the feed. When I go to the drop down ox from the "link account" button, and then choose manage connections, all of the accounts are there. However, the ones that don't show up in the feed are showing not enabled. When I slide the button to enable them and select the enable now button, it takes me to a screen showing all of the accounts that are already enabled and tells me to choose which one to enable. The other linked ones that I need to select aren't in the list to choose from. Does anyone know how to fix this?
The charge is for $5.00 and is listed as “Agent Fee”. Does anyone know what this is for??
I was reconciling our bank accounts for last year (3/31/2021), and accidentally selected the end of the month for THIS YEAR (3/31/2022). When I noticed this issue, I couldn't find anyway to undo the reconciliation or to change the date to the correct year. I read through this link:Undo or remove transactions from reconciliations in QuickBooks Online And I read through some other links too, but the problem is that this particular month had ZERO transaction during that statement period, so there are no transactions to go change in the chart of accounts to cause it to change. I just need to change the end date that was entered for the bank statement so I can finish the rest of last year. How do I fix this? Please don't tell me to talk to my accountant, we don't have one to handle this, I need to handle it.
