Banking
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Hi,Is there an audit trail that shows if someone did reconciliations then undid them. The discrepancy reports doesn’t work because in this case there is no discrepancy. I just need to look if a bank account was reconciled few months then the same person undid the reconciliation or if it never was reconciled for the months I’m looking for. Thanks!
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I am having issues with QBO and my bank staying connected. Basically I establish the connection by manually inputting the user name and pwd, which results in a working connection and all transactions being downloaded. I refresh periodically and it works fine. I log out of QBO and the next morning I get the email notifying me that QBO and my accounts were disconnected. I then check my pwd at my bank and it does not work. Same for QBO of course. So then I have to create a new pwd.......login to the bank and then reconnect QBO. And like ground hog day, I have to do it all over again the next day. The bank cannot seem to find anything on their end and QBO states the same. Quite perplexing.
When making a transfer from one bank to another, how can I post the transaction so each bank's balance remains correct in QBO? To clarify, if I initiate an online transfer today from Bank A to Bank B, the funds will be deducted today from Bank A, and will be deposited in Bank B in a few days. When I record the transfer in QBO, I am only offered one date, so if I record it today, Bank B will reflect an inflated balance until the transfer is complete. If I choose the transfer completion date as the posting date, Bank A's balance is too high for those few days. Is there a way to record the transfer so each bank's balance in QBO is correct on each day?
So I am super frustrated with QB right now. I have about 25k in my checking account that has been on hold for 6 months and they keep saying they will write a check to send it to me but it’s been on hold this whole time. Every time I try to talk to someone they keep telling me they can’t help me and so I’m not sure what to do now other than report the bank and QB for holding my funds. Any suggestions?
I even deleted another account and tried to re-link…but same problem. It won’t accept the SMS code the banks sends
I did this with a savings account in the past and lost all the data, so just want to ensure all the transactions will remain.
We connected our bank account to QuickBooks yesterday. Before connecting it, our QuickBooks was updated as of June 30, 2024. After connecting it, there are transactions up for review, including those from April to June. The issue is that I had already recorded these transactions in QuickBooks. Should I delete the entries I made earlier and then add these transactions from my 'for review' section?
steps please?
There was absolutely no issue with the deposit made by client last Monday! No reason to hold it up! No reason to review it further and what exactly could you find out by your “team” reviewing it? i would think you would need to ask me questions aNd they waited till Friday to tell m this so I would need to go through the entire weekend without these needed funds to run my business. This is not ok at all especially when I received my 2nd security inquiry within a 4 week period just days ago and was promised this deposit would go through!!!!! you make it so difficult for small business and you are about to loose another customer.jackie
When adding the name of the person a check is from while reconciling my checking account deposits, QB changes all of my other unreconciled deposits to that person's name. How can I get QB not to do that?
I am going through Banking, and there are a number of Mobile Deposits that are not matching automatically to invoices. The amounts are the same, and I have manually changed the mobile deposit info to reflect the same info as on the invoice, but for some reason they arent matching automatically. When I try the manual "find match," it says "we could not find matching QBO transactions for the date and search criteria above." I've double and triple cheked the deposit dates, and the serach criteria dates, and they all are correct and matching. Yet, it wont match my mobile deposit to the invoice. Should I just exclude this deposit, or is there a way to match it from my Banking to my Invoice?
Each time a customer pays me with a credit card, it goes into my checking account. Those individual c/c payment need to be matched to the actual batch deposit. How do I do that>
I am looking to take over three companies within our family farm. I set up my own quickbooks online advanced account. How to I bring all the data from those 3 companies to my own, new account? I have the three companies named on my account by there is no data in them. The companies will then be shut down the old account as that bookeeper is retiring.
Hello,When a customer pays their invoice with a credit card, how do you deal/bill the credit card fee on the invoice?TYIA!
on the page where you can categorize the transactions
