Banking
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I've added a new bank account to our list of banks. While using bank feeds, QB is not recognizing any of the payees. Each transaction has to be tediously entered - no batching. QB only recognizes the first portion of the tranaction description. I put it in bold to help see what I am talking about. Normally, QB would see this is PETCO. Help! XX7683 POS PURCHASE 12/05 14:13 PETCO 2120 SOLDOTNA AK
My customers cannot pay online, but when I check my account, it is active for receiving payments.
So, after 12+ years of using QB desktop version they did an "upgrade" which remove the option to download banking transactions. How do they have the right to go into my software that I OWNED and remove features? Then they FORCED me to an online monthly subscription of $60 per month for a version that would not even import my custom reports. They told me to recreate them. I told them to cancel my subscription. I will never use an Intuit product again. TWELVE YEARS of being a customer.
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Intuit needs to be responsible for a feature that does not work at all. My company exclusively uses google trips to track milage. Your instructions always say to use the "export to drive" option and share it via link. Which haven't worked anyways for years and you don't resolve this issue. You need a manual import option NOT a drive import option. Your back end API is not configure to talk to google drive correctly because you don't care about fixing it. MAKE A MANUAL IMPORT OPTION NOW! it would take a high school dev about 2 hours to fix this max.
I have create a Quickbook account, on that time I forget to enter the beginning balance, Right now I want to add the begging balance, could you please help me?
When I linked a bank account to QBO, transactions were download back to mid December 2023 although there are many transfers before that date. How do I link the remaining transactions to QBO?
I enter customer payments - use Payments to deposit (Undeposited Funds) then I Create a deposit and select the correct items for the deposit - save and close. My Dashboard fees shows total "IN QUICKBOOKS" which includes each payment + each deposit + auto bank feed deposit? What am I doing wrong?
How do I deposit the refund check?
I'm only able to select 1 at a time which doesn't work for me. Is there a way to select multiple Account Types for the Transactions List report?
How to print the bank reconciliation report?
I want to use the inactive account to be able to refer to historical transactions. I do not want the old account to update my current account
i see the account in the list when adding. but after i slick finish in the widow closes, it not in the transactions tab.
Using Quickbooks online
I am not using Quickbooks on-line.
cannot reconcile may 2024 bto general ledgerank
What is the proper way to record these two items, so I can later match the bank transaction?On 6/19, a vendor sends me a refund invoice for $200On 6/26, a vendor send me an invoice for $1400 of purchasesOn 7/3, the bank transaction comes in as a $1200 withdrawal that I want to match to these.It's important we keep the refund and expense separate, as they occur in separate weeks which matters for our reporting. But the $1200 'find match' does not find the $1400 expense, presumably because it's too high. What is the proper way to handle this, without merging the refund into the unrelated expense?
Cash acctBank acctsCC accts
I received this message that We couldn’t complete your paymentNo funds were withdrawn from your account. But there are funds in our account.
