Banking
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I linked my bank account, and everything appears set up properly. However, only 16 transactions ( instead of a full years worth ) show up. I just set this account up, importing from Desktop, and I have to say I'm not enjoying the experience. I see that there appears to be a "temporary" problem with Chase Bank, but I set this account up 2 months ago - I would have expected to see 2 months worth of transactions waiting for me. Do I need to manually hit the "Update" button each time? I assumed my transactions would be added in even if I do not happen to log in that month.
Nothing happens when I click on Banking.
QuickBooks has been working on it since May, also.
I have a deposit that's already been reconciled, but whoever matched it manually entered funds into the deposit instead of matching it to the corresponding payment. This is creating a duplicate amount which is causing a negative customer balance, the payment I'd still in the bank deposit area, and the duplicate that was manually added shows as unapplied.
The balance sheet and check register show the correct balance. In the check writing window (QuickBooks Desktop), the ending balance that appears to the right of the bank account selection is incorrect. All fixes I have seen would change the balance sheet / check register amount. Has anyone else run into this issue?
I started my current position in January 2022 and at the time was told that transactions on our AMEX cards were not updating to our Quickbooks account. After calling to figure out a fix I was told that this was a global issue within Quickbooks and it would hopefully be fixed with the next update. Now it is October and I have received a "Product Notification" message from Quickbooks every month or so telling me that it has not been resolved which is correct- I am still having to upload all of my AMEX transaction manually, which is a pain and leaves more room for error in our accounting. A couple of weeks ago, we received a new error on our Chase cards saying that they were not properly connected to our account. After calling again and troubleshooting with the customer service rep, I was told that this was not an isolated issue and had to do with how the bank was connecting to Quickbooks. Now I have received yet another Product Notification email telling me that the Chase issue has
I transferred money from my checking account to pay off the credit card only to find during reconciliation that my checking account was never debited, but the credit card is showing the transfer went through and posted as a payment to my credit account. I reconciled the credit card account but my checking account is showing missing matched payment since the actual payment never happened. How do I reconcile the checking account reflecting the missing debit transaction?
Hello, I recently started using QB's simple start plan, and have never used accountancy software before just excel. When I link my personal PayPal account to QB, it auto pulls in all transactions ok, my issue is that the majority of PayPal payments are in my default currency GBP, but I occasionally receive payments in USD or Euro too. QB is recording the dollar or euro amount as GBP, hence the amount is higher than it should be. E.G I got paid $10.50, QB is saying the PayPal transaction is for £10.50 when it should be for £8.96. Is there any workaround for this? I really don't want to pay to upgrade to the next version of QB as it will cost more than the foreign income I actually receive each month. Thanks in advance,Michael
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Chase Bank can no connect to QuickBooks online, anyone else experiencing this?
Setting up bank Feeds in Enterprise 2022. Get to the last one First Horizon, Qb gives the message that direct connects not available and I have to manually download the transactions, Go to First Horizons banking portal to download the QBB file, and there's no option to export that file type. Look on first Horizons website, and they say direct connect is available. Even have a detailed setup guide. So what's causing my Enterprise 2022 to not let me enter the username and password for direct connect?
Quickbooks has held our deposits and payments from invoices. They've also limited the instant deposits on our account. The customer service teams don't ever have the same information and I've been told things ranging from our monthly deposit limit is $20k to daily of $288,000; I've also been told that our funds would be available the next business day; then told the next day; then told 1-2 days. We pay a ton of money in processing fees to Quickbooks not to mention have paid an increase in our monthly subscription. If anyone else is experiencing these issues, let us know. We are looking into filing suit agains Quickbooks.
The reconciled balance for my bank account as of the end of the period shows a different amount than what is on my balance sheet for the same period end. What is the reason for the difference? I thought maybe it could have to do with uncleared transactions, but I only had one outstanding transaction and the amount of the difference and the amount of the transaction do not match up. Is there something wrong? The balance sheet shows the same balance as the what the register does, but that is not the same as what the reconciled balance shows for the same period end.
I initiated a transfer from my Quickbooks cash & Envelope account 3 weeks ago and it shows the transfer going through in the QB cash account and in the account I sent the cash to. The problem is it never showed up in the account according to my bank. So where is it and how do I make the transfer happen?
Hello, I'm new to Quickbooks Online and Quickbooks Checking. I went to mobile deposit my first vendor check, and found that there's a $10,000 limit per check. This check is for $12,500. I called Quickbooks and spent quite a long time on the phone with a great support person who researched and confirmed that I should be able to make the deposit (he even called Green Dot Bank to confirm). After we hung up, I tried again and it was again rejected for being over the limit. I'm at a loss. I looked to see if there's any way to deposit a check at a physical location, but there are no options. Has anyone else dealt with this issue? Thanks!!
quickbooks is holding my funds. It says "deposit on hold". This was due to not having an account attached to deposit the funds into. It is all set up and had been for over at least 10 days but the funds are stills showing as "deposit on hold". I've called 4x. what can I do?
How do I delete a deposit?I created a sales receipt (donation or deposit) for $100 and went to Record Deposits and deposited it. I made an error and want to delete the $100 deposit. It will not delete. I get one of two warnings. Warning #1 “You need to delete this cash sale from the deposit before you can delete or edit its name or amount.” Or Warning #2 “You cannot edit payment information in a deposit transaction. 1) Delete the payment from the deposit. 2) Go to the original payment transaction to edit it. 3) Redeposit the payment. “ I do not understand how to do this. I go to the original Sales Receipt and try to click on Edit Delete. I get Warning #1. I try to make the amount of the Sales Receipt zero. That does not work.I go to Make Deposits under the Record Deposits. I try to delete the information and I get Warning #2. I would like to do what Warning #2 says I should do. How do I do t
I'm sure I'm not alone when I say I do a lot of reconciliations with different financial institutions. Using the Banking Tool, I'm trying to figure out if there is a way to re-order the windows in such a way to place or group, accounts that share the same bank together. In other words, I have some clients who have multiple credit cards with Capital One, but the windows at the top of the screen are spread out between other Asset and other Liability accounts. I'd like to be able to see all the same bank liability accounts together so that when I'm in the bank credit card account online, I can simply look at all the accounts across the top of the screen as I pull up all the accounts on the credit care website. Looking at Account Numbers, doesn't seem to help. Looking at the Account Name doesn't seem to matter. Are they in the order of the date they were created perhaps? Any explanation would be helpful. Thank you. Picture sh
Hi all, I just signed up and have never asked a question here before (though I've been reading Q&A here for months, and everyone is so helpful!). I'm finding recording Credit Cards so confusing and I'm hoping someone might be willing to clear a few things up for me. This is in QBO. It seems like there are a few ways to record Credit Card payments and things, and I'm not sure which ones to use, which ones can be used together, etc... I'm also confused about Credit Card interest and paying down debt from them, etc... It seems simplest if you've got your bank feeds connected and do an electronic transfer from Checking to Credit Card. Then you simply match and you're done. But if you pay by a check, what I'm reading online says that you're supposed to record the check as an "expense" paid to the Credit Card as a "vendor." Is this compatible with, then, matching that transaction once it comes through the bank feeds? It seems like it wouldn't be, because you have
I have a customer who paid me $200 for example. Allocated to two invoices. One for $120, and the other for $80.After I review and match the payment from the banks feed, the payment now shows up in the bank as 2 separate payment of $120 and $80. This is wrong, it should be $200. Also on the customer statement it shows as 2 separate payment which is also wrong. It should show 1 payment of $200. How do I fix this?
Manage Account
"An application error has occurred while processing your request" is the error and alerted qbo over 9 days ago and it still isn't working....
