Banking
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I have been unable to see details in the paperclip column when reconciling bank transactions for several months. Is there a plan to fix this? I have been told that this is a known issue and that QuickBooks has been working to get this resolved. Thank you.
How do I reconcile without this showing in my register?
how to show full moth to reconcile
Settings > Chart of Accounts and find the transaction and put click on the check box until an R appears, but when I go to the transaction, it's just the transaction I entered and there is no check box to enter an R. In the video it should take me to the Bank Deposit page. I went to this page manually, and it still would not provide the box to enter the R. HELP!
My logo shows in color when creating an estimate or invoice, but when I try to view or print, it is not in color. I have ensured that color settings are appropriate, and they are set accordingly.
We purchased a truck through the company. How do I add to quickbooks
Should I disconnect my Vagaro since income is coming in through bank?
My book keeper closed this account, at my request, but did not run all reports necessary for my tax preparation.
cannot save transactions
Hello. I run a U.S. based company that has a bank account in the Caribbean that I would like to get linked to my QBO account. The bank uses U.S. dollars and the country's official currency is the USD. I am looking for a way to link my Caribbean bank account just as I am able to link my U.S. bank account so that I can keep track of transactions. I do not need the multicurrency feature. I simply want to add my foreign bank that uses USD. Any help with this (that doesn't involve upgrading to a more expensive plan with features that I won't use) would be greatly appreciated. -Dwyane_CPI
The quickbooks online says the money is in the bank and the transaction processed, my clients account shows proof it processed, but my bank does not have any record of the deposit. Also, from the time the payment was made until now, it's been 16 days. Why is that Quickbook is holding the payment for so long? I checked the Quickbook merchant website, it says the payments are not batched or funded, and they are not in the bank. Please explain.
I have found the problem but only the CPA can correct it at this point but I need to reconcile two more months.
I recently made payment to a vendor that has also worked with us as a customer. Net, we made a payment, but in total, there were 5 bills we paid, and netted out 2 invoices that they owed us. What is the best way to handle this? My bank transaction is negative, so when I "match", it only shows me bills, with no way to also match invoices. Do I need to use a clearing account? Ideally I could just split my bank transaction into the positive and negative components, then match them to the invoices and bills, but I don't see any way to do that. Please let me know if this is a tutorial addressing this - thank you!
I process my Credit Cards using Stripe.I use QB online.Occaisionally I have a day when my Stripe distribution is a negative number for instance a recent deposit includes - Sales Receipt 1 - $150Sales Receipt 2 - $100Customer Refund - $450Credit. Card Discount - -5.50 Total "Deposit" - -$205.50 As this is a debit to my back, the transaction comes into QB as a debit, and can't be "Matched" with Sales Receipts and Credit Memos as they don't display. Is there any way to change the transaction so QB gives me access to the Sales and CR transactions to match the original transaction wiith Stripe? Thank's in advance - Tom
Does anyone else have this issue? We keep our books weekly and do our reconciliations as soon as the monthly bank statements come in. Several times I have had to restore a back up from many months ago or undo several months of reconciliations due to the beginning balance not matching, when it reconciled perfectly the week and month before. This is very frustrating and takes up valuable time.
I clicked the link bank account and some suggested places came up (over 2000), and I did a search for Arkansas Education Association (AEA) Federal credit union and nothing matched. There was an AEA but it was in Arizona, not Arkansas. I could not find a place to add it so I am assuming that those bank names are built into QuickBooks, and the search help does not address this particular question. What am I missing?
I am missing 5 months of bank transactions. Why are they missing in quickbooks?
Two Customer Service reps have said I need to enter this manually in the bank register. Almost 20 years of data. Must be an easier way.
