Banking
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When a refund transaction is received from my credit card I am unable to added it to my account and receive the following error: This account is set up as a liability account. To accept this transaction, either disconnect the account or change its category type to bank or credit card. Sometimes I am able to bypass this error by blanking out the payee and category and then readding the category. But sometimes this doesn't seem to work. How am I supposed to added downloaded refund transaction to my credit card account register?
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I am looking to test that there is documentation for all of my expenses and other transactions
The major question I have is this: Why QuickBooks replace the "Description" filed (originally populated with "Bank Details") with whatever I type on the "Memo" field? When adding new expenses, I have the option to add information to the "Memo" field. But if I type anything on the "Memo" field and click on " Add", both the "Description" and "Memo" field (on now the registered Expense) with have the same information. This results in the loss of the original Bank Detail information. Why such a behavior? I.e., why doesn't QuickBooks live the "Bank Detail" information on the "Description" field while registering what I wrote on the "Memo" field?
Check deposit
I paid 2 bills via ACH and therefore marked these bills as paid via our checking account in quickbooks online. I am trying to match the bank transactions in quickbooks, I see the 2 payments but when I go to "match" these to the proper bill payments, they do not show up as an option. I have no idea why? When I look at that vendor I see the bill payments there, but they are not showing up as possibilities to match in the bank transaction. Please help.
I did an invoice and charged a customer's credit card and it now shows a zero balance, but it does not show up in the transaction/deposit list.
I saw a similar user having the same issues and there was a suggestion about using a different browser or an incognito browser. I've tried both to no avail. Looking for other suggestions.
Intuit and Amex claim to support one another with QBO, but the feed is useless. Every transaction that comes from Amex Business Checking just looks like "Online Transfer" in the Description field. Thus, they cannot be categorized automatically due to lack of data. I have called both QBO and Amex and they point the finger at one another. Finally QBO has claimed this was being worked on but it has been months now with no resolution. What is the status?
Error was prior to Jan 2023
I noticed in Quickbooks a transfer that I made from one personal account to another ended up as a deposit into my business account.
Where are all the bank transactions, just the half of the last year were loading to QB
I want to record my expenses and deposits.
The bank transaction only shows once with attached imported images. I have several unlinked bank images that are duplicates. If I delete the duplicates, the images that are attached to the imported bank transaction also delete.
Quickbooks is asking me to review and confirm all the accounts that were previously reconciled. It's like the system just overwrote all my work from last year in an update. Wondering how it get back to the prior version.
For over 2 months Quickbooks online will not connect to PNC after almost 15 years of using this product. Customer Service is garbage. I've called in 15 times and they make me repeat my issue EVERY TIME!?!?! Then they tell me engineers are working on it and will let me know when it's fixed. Over 2 months and nothing. The product does not do what I pay for it to do! They are so incompetent, they cannot fix their problems and don't care about their customers. Complete trash of a system!!! What a mess! Don't use this product, they cannot make it work right and don't care about their customers!!!
QBO advanced
Using QBOL
How do I switch acct information?
