Banking
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When I invoice someone they have the option of paying now or in 90 days. If they choose the 90-day option, I would like to get a credit card deposit from them and then charge that credit card automatically after 90 days. Can I do this in Quickbooks?
I uploaded some transactions for a credit card and they appeared as payment instead of charges. There are quite a few. What is the best way to change this? Delete and try again or is there another way to manually do each one?
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I can’t find Goldman Sachs USA bank to sync my apply card transactions ? Please help
I deposited a check via mobile deposit and then received a notice indicating it couldn’t be accepted with no details. What are the reasons why a check may not be accepted? How can I find out why?
System only goes in a loop. It does not allow me to connect new accounts.
My chase acct downloaded successfully until about a month ago, then I noticed missing transactions. QB will not let me edit this acct but If I update the connection, an updated browser is requested. Changing my default browser did not work either.
Mileage used to post automatically to my web version of QB Self Employed, now I can’t find how to restore that as I can’t redownload the QB SE app on my iPhone despite instructions in posted articles
I work for a company that utilizes several credit card accounts and each account has a parent card with several linked cards. The linked cards add to the balance of the parent card.In the bank feeds, I see each linked card's purchases, which adds to the balance. Payments made are only applied to the parent card. So when I look at the balance sheet, the linked cards call carry a balance and the parent card has a negative balance, and the total result is more or less the actual balance reported by the credit card company.Is there a way to accurately convey the balances of each card or am I worrying about something that doesn't 100% matter because the total is correct. Thanks for the advice.
Why is there a "client name" section on the check "form" if it is not going to show the check transaction in the client portal?
A while back QBO decided to change the order of my bank accounts on the Banking page. I had purposely named accounts in a way to ensure that the most consistently used account would be first alphabetically. That worked for nearly 6 years. Then one day QBO change the order the accounts appeared on the Banking page. My account the starts with the letter "B" was now after the account that started with the letter "Q". * I tried to "Reorder Accounts" using the drop down in the top left of the banking page, but the next day they were moved back Out Of Order. * I tried renaming the account that started with a "U" to be "A_U...". I still had to use the "Reorder Accounts" button to move the "B" account to the left of the page. The next day, the "A_U" account was first on the left.* I tried renaming the account that started with a "U" to be "Z_U...". Once again, I had to use the "Reorder Accounts" button to move th
I added a navy federal bank account but it won't updated the last day it updated was when I added the account to quickbooks. Any way to fix that?
I accidentally deposited the check to my business account when it should have gone into my personal account.
I am not able to see a list of checks in undeposited funds.
Hi all!I am getting confused on what the bank feeds/ Bank transactions are vs what is from Quickbooks already entered. There's grey colored words there's blue words. I assume the grey is from the bank feeds and the blue is what is in QBO already? And do the bank feeds ever use QBO rules and change in the bank feeds info (the grey words)?
A customer gave me a check to pay his bill. So I applied the payment to their invoice and deposited the check in the bank with other checks that I received from customers. But there was something wrong with on the checks that I deposited so the bank made the deposit for all the checks and then deducted the amount of the check that was bad in another transaction. So I received another check from the customer and I just deposited into my bank. So my question is who do I do (categorize) all the transactions in the for review? TIA
Hello,For some reason my two bank accounts that I have linked to QBO are not updating now. And are saying the last time it was updated was 7/2/24, which is not true because I update them every morning and this just started yesterday. But what is weird is that my business credit card account that I also have linked is showing current. So I am confused. When I click update it just spins and spins for a while then the two banking accounts goes back to 7/2/24 and the credit card account says moments ago.TYIA
Payroll on hold
