Banking
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I have updated/ refreshed my bank accounts and still do not see the most recent transactions
I had some minor issues with QB Checking / Green Dot last fall, but they were fairly minor. When they advertised the 5% interest rate, the owner of my company said to use them again. Things went fairly well until earlier this month. I had some money I was trying to move from Chase into some envelopes in the QB Checking Account. The deposits to QBO cleared over a week ago, but the transfers into the envelopes are still pending. I tried calling, but because of how I have the accounts set up, I couldn't remember which info I used in setting it up and then couldn't get into the account. If Quickbooks is going to market this as Quickbooks Checking, Quickbooks needs to be the one we contact with any issues. 5% interest sounds good, but it's not worth having money sitting in limbo and not earning interest or being afraid that it's going to disappear (as others have had happen). If anyone has any help, I would greatly appreciate it. I'm very close to pulling everything out of this account
Exlcuded transaction by mistake. Can i revert it back? Please do help
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How do I print the reconciliation report that I just reconciled?
Any help is greatly appreciated?
what should i do to fix it.
In QuickBooks Online, I can navigate to Expenses > Vendors and edit a Vendor to include a Default Expense Category (at the bottom of the form, under the "Accounting" heading). I would expect QB to automatically enter this Expense Category when I manually enter a new "expense" enter at the bottom of the checking account register. Not so much. What am I missing? The bigger issue I'm trying to solve is this: I am just using QuickBooks to record and categorize income and expenses that flow through our checking and savings accounts. The easiest view for me to use is the "register" view. I want to use the "add ..." feature at the bottom of the register to enter transactions. Can I teach QB to fill in details of a transaction after I enter the payee/vendor/employee name?
Hello, Is there a way to add customer info at the bankfeed download level? Also, is there a way to select multiple credit card charges and add the customer in a batch format? It is very tedious clicking/saving, over and over again each month. Thanks,Melissa
For the last few days, Quickbooks Online will not automatically match the downloaded bank transactions.
Many were entered due to a disconnect and reconnect issue when the wrong accounts were input. So there are dozens of duplicates and I'd love to know if there is a way to search for duplicate transactions that were entered on the same day for the same amount.
when i linked a bank account, all of the transactions because we are building out should be expenses but are coming in as money earned or deposits and i cannot reclassify them. so for example, a $1500 check i wrote to a contractor is porting over as a credit (money earned) and it is not
I have tried to re-link and get an error that "Sorry. An unexpected error occurred. We could not fetch your accounts from your bank."
One of the credit card accounts I am tracking within QBO was paid off in full by an outside bank account not tracked in QBO and was a one-time, final payment. Usually, to process a CC Payment or Transfer, you would need to specify the "Transfer funds from" or "Bank Account used for payment", but in this case, the account that was used to pay is not in QBO and is not going to be entered into QBO for tracking. How would I process this payment? Thank you!
Says customer paid invoice and under deposit details it says check *null
Need to record a PayPal deposit. On the deposit screen, I break it down by class. I have two investment accounts and know I can transfer from the checking account any amount I want to one or both of the investment accounts. In the deposit screen, what "From Account" do I use? Should I make up a temp income account, but if so, then how would I get the money out of that temp account after I make the transfer from checking to the investment account?
Balance from previous years are not rolling into the current year, hence the balance sheet is distorted.
I’ve linked my QuickBooks business checking account to my QuickBooks, and was recently paid onto my business account but the transactions are not showing . When I check my linked bank accounts, it does not give me the option to disable or enable, or click for any further details.
It was an entire year of transactions for one bank account. is there any way to move them into my new qb acct? (like I have 2 separate email addresses for qb.)
Hi,This may sound like an uninformed question, but I'm relatively new to bookkeeping for our small organization. We use QBO Advanced. I've never connected bank feeds and am looking forward to doing so. However, I am wondering if there are any special security measures that I need to be concerned about before making the connection between our bank account and QBO? For example, do I need to have ACH Positive Pay set up or anything like that? Is my bank account as secured connected to QBO as it is standalone? Thanks!
I have several deleted transactions that I need to recover
I book undeposited funds, then use bank deposit function to match the bank statement deposits and relieve undeposited funds. QB deposit is creating an incorrect journal entry
