Banking
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Nothing has changed in the last few weeks as far as how we process credit card payments, and I don't see any obvious change in settings as far as I'm aware, but now I have to manually add all my credit card transactions to record our deposits.
I am using QB online and have it connected to PayPal. It brings in the transactions decently but seems to have a hard time recognizing the products correctly and usually ends up coming in as 'PayPal Item'. This part would be great to fix but not the main issue.The main issue is that for the last month or so QB does not let me see the transaction detail and change the type of product/service. I can see all the imported transactions in the grid list. When I click on an item to select it, it expands as it should. Then I click the 'Details' button to get the details of the transaction in order to change it. The details screen comes up, but there is nothing in the grid for transaction data so there is nothing to edit. Here is the main grid I see:Then when I select:And when I hit details this comes up:Has anyone encountered this? I contacted support both by chat and by phone but they have thus far been frustratingly unhelpful. They 'have a
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I use recurring transactions on manual basis to create monthly invoices on the first of the month (instead of automatically creating invoices on scheduled date because I need to apply minor update each monthly invoice per customer based on services rendered). I go to recurring transactions screen, and click on "Use" for each template to create new invoice, then I provide minor update from the template. After 2nd time on clicking "Use", the recurring transaction window closes, and I have to re-open recurring transaction window again. This happens consistently, after clicking "Use" button twice. Anyone else see this happen? Any ideas on how to fix this prior to reporting it as a bug to QB?
Hello, We use QBO for our restaurant. We receive goods from several vendors multiple times a week, but frequently our vendors issue credit to us when items do not ship / arrive damaged / when we return beer kegs for keg deposits, etc. We pay these vendors with ACH transactions that group multiple invoices and credit memos on a weekly basis. For example, from a food vendor in a 7 day period we would have three invoices totalling say $4000, and two credit memos totalling -$200. The single ACH transaction a week later would come in as $3800 dollars. When I attempt to match the ACH payment from the banking screen, I only see the invoices totalling $4000, and cannot include the credit memos to bring it down to $3800. I know that you can make a deposit for the credit memo and add that as a resolving transaction, but we never actually received any funds back to us, we simply weren't charged for the missing items from the vendor. They never gave us any money, they just deduct t
I logged in to my QB Desktop 2021 to do my monthly sync with my bank account. I have automatic rules set up so it takes about 30 seconds normally.QB today recommended that I turn on "Advanced" mode in bank feeds. OK, "advanced" sounds better, right? So, I turned it on and all of my automatic rules disappeared. I had to manually set the vendor and account for every single transaction. When I clicked "Rules" it was empty. What's more, it doesn't automatically create new rules as I set the vendor and account for each transaction, so now I have to do it manually for every transaction from now on?Previously I could finish in 30 seconds. Now it takes 10 minutes. What is the point of "advanced" mode if it takes 20 times as long and isn't smart enough to remember the vendor and account for my transactions?Is there a way to make Advanced mode work smarter (i.e. automatically create rules to assign vendors and accounts to my transactions)?
I am reconciling and I have 5 transactions on my bank statement that are not showing in quickbooks.
I am editing one transaction either the payee or assign to and my whole list of bank transactions to review automatically get change. How do I stop this?
I just found that I marked the wrong check as cleared when I reconciled in March. The correct check is the same amount. Is there a way to correct it? The check marked as cleared has not been cashed. I do not want to go back and reconcile the last 6 months. Any suggestions?
After several CHAT and phone support that has not been successful. I am reaching out to the community. This is not a banking error, not only because they said so but because QB own support sheets say if i can create a new company and bank feeds work then its not the bank. I have tried: deactivate/reactivate accounts, reset bank connection, uninstall/reinstall, updates to QB, updates to windows, rebuild and verify data, repair file, fix doctor repair file! So any suggestions before i recreate my company would be appreciated;
All transactions from 11/10 to 12/2 are missing/were never synced or showed up in quickbooks but occurred in my bank account and credit card that are supposed to be linked
For example, one deposit is dated 7/2/24 and has been applied to the customer invoice and has been deposited into the bank account in QBO.
Anybody else having this problem, or is Intuit experimenting on ME? I am reviewing transactions downloaded from a bank directly to QBOnline. The bank details have critical information replaced by X characters. This requires me to log in to the bank to determine what the missing details are.For example - this is how the transaction appears in QBO:Online Transfer to CHK ...XXXX transaction#: XXXXXXXXXXX 06/16 And now in the Bank: Online Transfer to CHK ...1606 transaction#: 17646883594 06/16 QBO is redacting information that:1) Is ALREADY partially redacted by the bank2) Eliminates ANY possibility of discerning WHICH account the money is to be directed to I contacted QBO Tech Support and was told: "Thank you for the clarification of your concern. I understand that there are information on the uploaded information from the bank that's been covered/replaced by X. This is a design on the system that we cannot change to protect bank owners info
Up until a few months ago, all information in "bank details" got downloaded. Now, only the first 30 or so characters are downloaded, making those bank feeds considerably less useful. The bank detail itself has not changed, only the Quickbooks import. I could manually import the data, but that is considerably more time consuming. Can Quickbooks fix this?
Currently, the "Description" field on a transaction for my QuickBooks checking account shows a vendor's name that has nothing to do with the transaction itself (which is a transfer from my QuickBooks checking account to another one of my business bank accounts). How do I change the description manually?
Since Sunday, I have been able to transfer money from an external bank (BOA) to my QBO. I use QBO to perform this transfer. I keep getting the same error message. I have called QBO/Green Dot support multiple times, but they can't find anything. I have chatted with BOA, they can't find anything. I have unlinked my bank accounts and relinked them. That did not change anything. Is anybody else dealing with this? Please help.
Why was loan manager removed from QB 2022?
For a few months now this process has been EXCEEDINGLY slow. When I pick the file to import it often takes QB 5-7 minutes of the "spinning wheel" before it opens up the transaction list. Last year this took at most 30 seconds. It is slower for imports with more transactions but I never have "lots". I had 80 yesterday and it took 7 minutes until it populated the screen so I could start selecting/adding transactions. Then once I am working through the transactions QB doesn't let me fill in the "Payee" name correctly sometimes. Often, after I have added a few payees successfully, QB will start entering the first payee in my list beginning with the same first letter and then go to THE END of the payee name. Making me have to delete the other letters to keep typing in my choice, or go to the dropdown list which it generally starts at "A" not the first letter I have used. Example: The vendor is Wells Fargo, they are in my list, there is no
I am getting an error every time I try to mobile deposit. It says… “We can’t deposit this right now. You can deposit up to 10 checks every 30 days.”Anyone seen this before? I cannot seem to find anything about this limit and no one I’ve talked to at Quickbooks can seem to find it either. I knew there was a monetary limit, but checks? Is this true? And can anyone direct me to this rule? I don’t want to change services, but I may have to find other options if I am limited to 10 checks per 30 days. I cannot run a business with this restriction. Advise.
I issued about 45 checks for the same amount on a single day. Those checks are now being deposited and are clearing in my bank account, but QB is not matching (or even showing possible matches) to these checks. I am positive these checks I can't find have not already been matched yet (in fact, some of the matches being suggested ARE checks/recipients that have already been matched)! I cleared cookies, etc. So for example, Check 2135 was deposited and is showing in my "For Review"; it has not been matched to a transaction yet. When I click to see all possible matches in the screenshot AND when I click "Find other matches", QB skips over 2135. It's just not showing 2135 as an option to match. This is just an example, I currently have 12 checks in my "For Review" area of Banking that are not showing up. Please advise.
The transactions are still importing.
