Banking
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I'm finding that with the recent updates that began over the last 24 months and culminated with the recent major update, entering transactions in my bank feed is excruciatingly slow. It's as every click of the button requires 2-3 seconds of processing from the QBO website. I have 2 questions:1. Is it possible to simplify display/new features such that I can just enter transactions and categorize them in a timely manner? Quickbooks Online is just so slow when it comes to the bank feed these days.2. It seems like it's trying to auto-categorize, auto-add a class, etc, EVERY time I edit a transaction. Half the times, the suggestions are wildly inconsistent and/or just plain wrong. Can I turn these features off? It is not helpful at all. I must say, since using Quickbooks Online over the past 3 years, I've noticed a steady decline in performance. It seems to get slower by the day. To the point where it's really impacting my quality of life and job efficiency, since it now seems to
I added Bank of America
Original QB Capital loan has been paid off. What is the time duration to wait for the ability to apply for a new one?
What would be the best way to record a cash transfer from an external account that is not tracked in Quickbooks, and is not intended to be tracked in Quickbooks? For background: we have operating accounts for a family office that are externally managed, which transfer funds to accounts we manage. What is the best method to record this inflow of cash?
One of my credit card accounts has stopped downloading transactions as of June 2, 2024. The bank is "ally" and all the transactions are displaying properly on their website. I tried disconnecting the account, then reconnecting it. At that point, Quickbooks asks for the login credentials to that account, which I supply. After that, it runs through an animation saying "Bringing money in transactions" "Bringing money out transactions" "All done". However, there are still no transactions past June 2, 2024. Many months back, I was in a chat with intuit, and they did a screen share. They noted the problem and told me that this was a known issue and that they were to escalate the case. Well, huge surprise, I never heard back and the problem persists. I tried to get into a chat with intuit today, twice, but, huge surprise, no one ever joined the chat, and it timed out, starting over. Has anyone encountered this problem
When reconciling, a charge shows up on my credit card statement and in my expense register but it does not show up in the reconcile page after entering the information. How can I move the transaction to reconcile it?
I LINKED all my ACCOUNTS why ain’t they CATEGORIZED all my EXPENSES
We recently switched our corporate credit card from Chase to Bank of America. With Chase, I could see each employee's credit card information (purchases, balance, etc.) in the Bank Transactions section of QBO as separate accounts. With BofA, I can only see my credit card and the overarching corporate account. I thought maybe I could just link the corporate account, because that's where I see all employee cards on the BofA website. But the transactions that QBO pulls in from that account are limited to cc payments and fees. I have tried unlinking and relinking several times. The process only allows me to connect the two accounts (the cc under my name and the overarching corporate account) and not my four employees' credit cards. I never see those cards come up as an option to link and the corporate account does not include their purchase information. I am not sure whether this is a QBO issue or a BofA issue, but curious to know if/how others have solved this pr
I have entered check numbers into the appropriate place when receiving payments, but they don't show up on the deposit slip, making it more difficult for bank tellers to check the deposit.
How do I resolve for QuickBooks Error 187? This indicates that I am answering my security questions incorrectly, however, I have contacted my bank and we've reset my security questions. I've been logged into my Online Banking separately to ensure my answers are correct, which they are. I read somewhere that Quickbooks saves your answers, since I updated them is it using my old answers? Can you provide more insight, is there case-sensitivity? Thank you
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I'd like to hear from users about what aps did you purchase to interface with QB Online to create an ACH Nacha file to send to the bank for electronic payments. Any recommendations?
the new format doesn't have a "+New" function
QuickBooks Support,We’re experiencing a persistent issue with reconnecting our bank account in QuickBooks Online after being prompted to agree to our bank’s annual online access agreement.Here’s what’s happened so far:We accepted the bank’s updated terms and successfully completed multi-factor authentication multiple times.Despite this, QuickBooks continues to request re-verification and will not maintain the connection.We've attempted the reconnection process repeatedly (over 15 times), cleared cache, and even tried disconnecting/reconnecting the account, all without success.Your chat and phone support teams were unable to resolve the issue.We believe this may be related to an OAuth re-authentication failure on the QuickBooks backend. Please escalate this to the Banking Engineering team for a forced connection reset or OAuth token reauthorization. The problem appears to be beyond front-line troubleshooting. We would appreciate urgent attention on this matter as it is af
Hi! I opted for the new AI Banking, but now when I upload my CSV files, it puts my debits in the credits column. And it won't let me change it. Any idea on how to fix this short of manually entering each transaction individually? Please note, I am not new to CSV uploads. Yes, I am doing them the way I've always done them and have had no problems ... until now. Thank you!
The bank uses CentreSuite for cc processing, and when I search that, my bank does not appear. I requested that their cc URL be added and have not heard back yet. Thanks.
Hi I have seen the past couple weeks. Multiple and I mean multiple updates to the iOS app and it still says a bug is preventing from allowing mobile check deposit. It has been very frustrating as my company depends on check being deposited. Every time I see the update log it says bug have been squashed. Anybody else seeing this message? Thank you!
How to add a business card?
Where can I just book deposits?
I'm trying to sort through my first couple months of deposits, new business owner. I wasn't keeping an accurate track of deposit amounts the first couple months. Now I'm trying to go through and match Undeposited Funds from Daily Sales with the bank deposits. How do I adjust the amount that was in the deposit? When trying to do "Add funds to this deposit" I've been selecting "account" Undeposited funds, then -$2.97 for the amount. I also tried "cash back goes to" Undeposited funds. I keep getting "Select bank account for this deposit", the appropriate bank account is already selected and will not let me create the deposit.
For the past couple of days, when I download my bank transactions, it shows that they have been downloaded to QBO but I can't see the actual transactions below the boxes with the bank account info. Anyone else experiencing this? I've tried from two different computers and same results. I have 3 bank accounts in QBO and 2 of them are showing downloaded transactions, "6" in one account and "3" in the other but the actual transactions are not below like usual. Thanks!
I've tried different browsers and different computers. The site is clearly broken but I need to get stuff done today. Ironically, the qb online status page is 400ing https://status.quickbooks.intuit.com
Running into the same issue described here: https://quickbooks.intuit.com/learn-support/en-ca/banking-currency/what-is-wrong-with-qbo/01/1547850#M6550 Under the Bank Transactions screen, I can see the bank tiles/cards but no transaction data - only a blank white screen is displayed. I have already cleared my cache, tried different browsers and incognito mode - this does not fix the issue.How can I resolve this?
