Banking
Recently active
hello everyone ,we have quicks book checking from green dot bank.since June 2023 we see a discrepancy in the beginning balance and ending balance with the credit $ and debt $ the ending balance have a incorrect$.same with July 2023 statement the beginning balance is different from june 2023 ending balance and the ending balance is off $ +credit $ and -debt $i was on hold for 2 hour to be connect with a bank specialist. what is going on with quick books? please someone help me with this
I started handling the books for a business who has parent/child accounts on their credit cards.They started out with two credit cards in 2018, then added a sub card on both accounts in 2021.Then they removed one sub account, and added another in 12/2023. The entire time, they were reconciling the individual accounts instead of the parent account, so the balances are all over the place. I am trying to fix the balances, so I may start handling this properly by reconciling the parent accounts. How can this be done? I need help, PLEASE...
Original commenter did not share additional details
QB Online not connecting to Dell Financial Services. States username is to long. Using same username on as on the actual site. This same setup used to work before both QB and Dell made changes. Is there any way to connect to DFS?
QuickBooks money accounts aren't available in Monarch, Simplifi, and other financial platforms. Monarch has like every single bank in the world (via Plaid, Finicity, MX) and yet, not this one, so it's more an issue that Intuit doesn't allow external platforms to view the account. Anyone know of a workaround if I'm wrong or, consider this a clarion call to QuickBooks to allow external access...
The account is still being used, so I do not want to import any transactions after 2/28/2024.
Bank feed does not update anymore.I tried to edit the account using credit card user name and password. But, received error message saying, "Please enter a valid username and/or password and try again". User name and password are correct.
how do I unmatch a transaction
My bank received the payment. The customers invoice shows paid in full but the payment does not show up in the bank register.
I need to import from Etsy and Paypal, I have the files on my computer but they won't upload. I'd like to work on this during the weekend but the help desk does not open until Monday.
I've come from Desktop 2021 and when I would run my merchant service deposits, they would list the deposit along with the fee that when with the batched deposit, but yesterday, there were no fees to go with my credit card deposit.
They do not show up in the undeposited funds account? its like they just disappeared.
I am able to reconcile every month with no issues, however the bank register is showing a negative balance. Some transactions are showing as both a payment and deposit.
if they pay you via the invoice you connected to your bank via Quikbook?
How do you disable the Bank Rules Pop-Up in QuickBooks Desktop (not QB Online version)? Image attached. Thank you QB Community!
Hi dear! Hope you are fine. We have a account at Quickbooks Online US, this moment, we need coneccted our bank account in link account at QBO, but, we dind't find our bank. We requested the includedd, but, we not yet feedback. My bank is Bank Of América - CashPro (Link at bank: https://cashproonline.bankofamerica.com/cpoauthweb/cpo/#/login/public/signin)Please, we need your the attenttion as soon as posible. Thank very much!
QB sent notification that changes were made to our "money processing account number ending in ####". What is a money processing account and where do I find it?
We have a third party software that tell QB when someone pays and it goes into the undeposit funds category. When my bank downloads that transaction it is not catorgized. I am trying to go change the accout to sales income but it will not let me. When I go inot the bank account and click edit on that transaction, it brings up a list of invoices and that customer is checked and the ammounts are corrrect, but nowhere does it let me chose the sales income account. This has been going on for a while because I have over 12000 transactions in undeposited funds. Thanks for the help.
