Banking
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I'm migrating back to QB Self-Employed from Solopreneur. I have exported transactions from Solopreneur to a csv, but I'm getting the following upload error:Error ImportingDarn. File upload failed. (Probably our fault.) Please give it another try...I see the same error when I try to upload any csv, not just the one I've exported from Solopreneur.All of the csvs I've tried uploading to Self-Employed -- including one that I had previously successfully uploaded to Solopreneur -- turn up the same error.What gives?
About Intuit new requirement for Direct deposit, I have a client who does not have SSN, only ITIN, I have called twice to intuit support and they don't seem to know how to solve this problem, they just said "SSN is required", but what about submitting more information for them to review, such as Drivers license or passport to be able to continue processing direct deposit as before, clients are running businesses, they need to pay their employees even when they as employers/officers do not have SSN, this is the reason IRS issued them EIN and ITIN, I guess....Does anybody here have the same issue? Any suggestions, Thank you,
Afternoon, QBO - I have a transaction that is appearing as both a credit and debit in my chart of accounts. When I delete the debit line it deletes the credit line also.This is a transaction that I have approved via the bank feed (it's a refund to a client) and is an expense however the system duplicated it and create a linked debit line.As a result, when I try and reconcile my account the debit line is showing up on my exception report. If I then delete this line it deletes the already reconciled payment item and throws my accounts out. I believe this is some kind of setup issue and that the expense account thinks this is both a debit and credit item. How do I correct this?
Help! I can't get my checking account to balance. I have completed all the steps in the help articles and nothing works. I have started over 3 times. Beginning and ending balances are correct. Any suggestions for how to find it?
i had to manually add transactions for my checking account in the register but they dont show up in the "Bank Transactions" tab. How can I get them over from the register to this tab?
I need a downloadable csv file that includes all posts we made so far.
I can only see transactions from May to present.
Do I do it as a journal entry?
This is Fidelity Bank in NC, not Fidelity Investments. They just switched the account from Personal to Business Advantage, so that seems to be the source of the problem. But I continue to be able to log into the Business Advantage account fine. When I use that same login with QB to re-establish the connection I get an error message.
Trying to import a liñk the previous treasurer provided but It won't import
I have tried unsuccessfully to change the payment method on EFTPS so I'm wondering if making the payment through QuickBooks (which is the payment method I want to use) is the workaround.
when I try make merchant service deposit Quickbook locks up on me. I have to completely log out and then log back in. Does anyone else consistently have this issue?
I already have one account linked can I add another from the same bank?
I have someone who added card that shouldn't be added to his QuickBooks. How do I get rid of them? Making them inactive or disconnecting didn't get them out of the balance sheet.I've even went and excluded all of the transactions, but I can't get the balance down to 0.I'd appreciate your help here.
I charged my client a 2.99% because he used his credit card to pay his invoice. Now, I am undecided how to recorded. In what account should transaction fees will go?
- need a verification to show the account belongs to our business- if we can print our own check to void and use to prove account ownership (like for payroll direct deposit forms)
When trying to create a backup I get the message I can only create a bakup if I upgrade to QBO Advanced Subscription. Is there any way for Simple Start users to backup their data file?
In Bank Transactions for already downloaded transactions that are for review: Something's not quite right. Sorry an unexpected error has occurred. Please try again. Also for Categorized and Excluded. They are all just "loading", but without any success. This is happening for every bank; 3 cash accounts and several credit card accounts. Tried logging out and back in. This has been stuck for 2 hours now.
