Banking
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The deposit is on hold and we are trying to figure out why
I have a Menards Contractor Card that is through capital one. I have synced this account to my quickbooks account. All my transactions were going through until about 2 weeks ago. I had everything organized, but now there is nothing there in either category and it will not show any transactions from any point in time. 75% of all the purchases I make is through this card and category to jobs that we are doing. How do I fix this issue?
Our tax payments was set up electronically throught QB to the tax agency. This transaction occurred correctly and was credited out of the correct back account but was mapped to the wrong check account in QB. I am not an option of editing without doing a journal entry.
Hi, Can someone please tell me how to enter information into QuickBooks for a new company vehicle? I was advised to: Put the loan on the books, Debit the auto, credit the loan but I am not sure how to do this.Thanks
Has anyone had an issue with trying to link their bank account? I am trying to link our Wells Fargo account and I keep getting the following error. "Sorry an unexpected error has occurred. We could not fetch your accounts from your bank."
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I recently upgraded from QBO to QBD. I had a QB checking account with my online subscription. As of now we can still access and use the QB checking account. However I know we are supposed to lose access completely after a year. I use it for specific things and I would like to continue that. I’ve learned about the Quickbooks Money app and I downloaded it. However, it won’t let me access anything from the cancelled subscription and it wants me to apply for a new checking account. This account is primarily used for payroll so I can’t risk something happening and not having access to those funds for any amount of time. Is there a way to transfer my existing account to a Quickbooks Money account?
Are my payments being deposited on my new quick books card although it isn’t activated?
I had labeled all my transactions and attached receipts several months ago for 2023, only to have my accountant say that nothing is appearing. I logged back in and unbeknownst, all the labels and receipts have disappeared from 2023 and everything reverted back to "Unreviewed."Does anyone know why this happened? 🤦♀️ Or have a Quickbooks alternative they'd recommend for tracking small business expenses?
When I try to catagorize a deposit on the banking screen "for review" tab, I get an error saying to select a bank account for this deposit. I don't know what to do.
Hi!I have a Chase credit card with an employee card. It reports transactions in each master/employee cards, but in the master monthly statement, it includes both cards transaction. How do I reconcile?I need to connect the employee account to get the transactions, but cannot add it to the master card account as a sub-account because both accounts are already connected (it gets error out.)I've been reading a couple of Q&As but didn't solve my problem. Anyone has Chase credit cards seeing the same issue? Thanks!
In the older versions of QB, right on the opening page there was an icon for "View Ledger". So now in the new version how can I quickly get to my ledger where I can see payments and deposits all on the same page?
How to reconcile a negative balance?
I had "cleared a deposit (net zero dollars, an amount in income and the offset in expense) but after reconciled I decided to write a check for the expense and void the income side. P&L side I now have the expense, but not the income. So my ending May balance does not match the bank. What is the best way to correct?
What atm can I deposit cash into my account
on a daily basis we have hundreds of transactions that come from Square into QBO through the Square integration app. the app seems to working generally fine, though i have questions on two issues: 1. my workflow allows me to attend to QBO deposits every 2 - 3 days. in that period, 3 - 5 deposits from Square will come in and be matched to Banks Deposits. each Bank Deposit line item will indicate 2 - 6 deposit matches, all with the correct total and date. i have attached a screenshot of one of those deposits that indicates 6 matches. each deposit consists of a couple of hundred of line items so it is quite difficult to determine the distinction in the makeup of each match. the bank account is only receiving a single deposit. what is QBO doing and how can determine the correct match? 2. i have the Square connector app configured to import "Individual transactions" (under Transaction view), "By item name (under Item tracking). i have it configured this way bec
I've upgraded from Enterprise 2021 to 2024. Since then, the bank feeds have stopped working. I disconnected the bank feeds according to instructions. Then reconnected. It worked once. The next time nothing pulls into the window.
How can I add another account from the same bank?
Hi there! Does QuickBooks Online have something that is specifically called a Check Register, which is different than the Bank Register? The Bank Register has ALL transactions - checks, ACH payments, direct deposits, etc. Specifically looking for something that allows us to export a list of all/only physical checks with check numbers that we have written and recorded in QBO, into a CSV file. If it exists, where can we find it? Thanks!
So far, Quickbooks Checking has been an absolute nightmare. Now I have a payment from a client that has to be put into trust. QB Banking keeps saying it needs to "verify" the account already linked to my QB account, by sending small deposits. The deposits never arrive. Anyone else having trouble with their Quickbooks Checking? I absolutely hate it and wish I'd never signed up for it.