Banking
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Where is my deposit sent to
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It appears all my data is now gone for that bank account. All I did was close out the account - or that's what I thought I did and it disappeared.
This change has been since the latest update. I opened a ticket with the QB's help desk that was NOT helpful. They send a response that the issue is resolved. It still is not.
I used to do this all the time. I've kind of let the last year or so go, and now I don't know if I forgot or if they changed the options. If I hit the export button, I can only save in report form, which is not helpful for my needs. No option other than save comes up.
I read about QBO but I have QBDT will it work the same way to take deposits using zelle and is there a fee for it
Eastern Bank had a portal change and now the account number on the QBO files has additional 'zeros' at the beginning. IE: Used to be '601######' and now is '00601######'. How do I change the current account number to add the "00" in order to have proper continuation. Program: Intuit QuickBooks Enterprise Solutions 23.0
Not really affecting my ability to work...more of an irritation at this point.
I have the Desktop pro 2021. Not a monthly. I have had qb since 2006 or so and never had it deny me downloading/importing credit card transactions from my business purchases no matter how old the version I was using. Now, I tried to import, and it says they have removed online banking from my version and I need to upgrade. Is there another way to import the transactions? I have over 600 transactions and can not do them 1 by 1.
I am trying to connect both Chase and AMEX to the bank feed and receiving the above mentioned error. Can you confirm if it is a current issue with QuickBooks and how to resolve?
I don't want to migrate my whole file from desktop. But I would like to bring over the check details for all the bill payments by check for the last three months to match to bank feed. Is this possible?
I'm using QB Dektop Premier Plus Contractor Edition 2024 I received a pmt from a customer. I right clicked the customer/job and clicked on receive payment.It went into undeposited funds. Later I went under banking to make deposits and made the deposit into my bank. I downloaded my transactions from my bank and QB isnt matching the deposit transaction ifrom bank feeds with the one I made. never did this before, it always matches perfectly. help?
I send out 200+ invoices every quarter. I used to click on the group and that was it. In the online version it looks like I have to select each 200+ accounts individually.
How can I fix what appears to be a QB's issue. My bank statement was reconciled through 5-31-24 and when I went to reconcile June's statement the date listed in the reconciliation window was 3-31-24. I looked at the prior reconciliation reports and both April 2024 and May 2024 showed as reconciled. Also, there were years of checks and deposits that were showing up as unreconciled back twelve years. I called Qb's support and they couldn't help me. When I opened up the bank recon window again it now shows the date last reconciled as 5-31-24 but it has the starting and ending balances from the 3-31-24 statement.
The bank is linked but there are previous years that are reconciled
Or where do I llook
Greetings, hoping I can get some guidance about best practices for this project we need to take on. We converted to QBO from Desktop last year, and never started using the bank feed to match transactions, so transactions for five months have accumulated and it's not feasible to tackle now. We want to start fresh and decided to utilize the match feature as of January 1, and either exclude or delete all the bank feed transactions up until 12/31. What I would appreciate knowing is:If I deleted the unwanted bank feed items, will QBO continually try to re-download those transactions that I never categorized and matched?Is it better to leave those transactions in excluded if that means QBO won't continually try to re-download these transactions that I'd like to get rid of? Thank you!SB
I have an electronic check that is not from a customer that needs to be deposited.I'm not able to receive the check because he is not a customer.I tried to record the deposit only, but that won't work because I don't have the physical check to take to the bank, and it needs to be processed as an ECheck.I did not see a way to receive and record in Merchant Services either.Is there a way to record this electronic check?
Hi there!I created a new QB company file for a client, and needs to me to enter their credit card statements transactions starting with January 1, 2024. This credit card is a personal credit card with some business transactions, and I don't have access to the payment source data (ie. their checking account statements, etc.). The first credit card statement given to me has a previous balance and also shows a payment credited as well. To make this more fun, our office policy when setting up a new QB file is to NOT use Opening Balance Equity for any bank/credit card accounts - but rather to manually enter opening balance as a Journal Entry with Owner Equity as the account. So I have two questions:1) What is the best way to record the previous month's payment? Just enter it as a "credit card payment" and the Account could be "Shareholder Distributions"? Right now I just have it as "Ask My Accountant".2) When I try to reconcile this first month, the o
