Banking
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Upon bank update, I am receiving the error message "Your action is required: Please undo the highlighted transactionsDue to an issue with your bank data some income transactions were categorized as expense transactions. To correct this please go to the Categorized tab and undo the highlighted transaction" I don't see any "highlighted" transactions under the Category tab - and everything looks ok. What am I missing?
Two questions actually, both related to bank accounts in Chart of Accounts.1) We accidentally created some bank accounts we need to delete. However QB online does not give us the option to do so. All the help replies tell us to press delete in the charts of accounts, some say by marking the account (which is not possible in our version) or by choosing "edit" but there is no delete button for us, only "make inactive" which is a different thing I believe. Also when choosing "edit" there is no option to delete the bank account.2) we are trying to create a foreign currency account under “Cash and Cash Equivalents" however it says it is not possible to create a sub account with a different currency. Foreign currency also is cash, so I believe it should be included under Cash and Cash equivalents? Or do you create a Cash account for each currency you hold and then put all accounts of that currency under that account? Sounds quite confusing as one bank often has several different currency acc
When I write a check to discover to pay bill each month QBO deductions from bank account then a few days later when the discover card feeds down load into QBO it Shows as a transfer and takes that amount from the Che king account again. If I void the transfer transaction in checking it adds that much back to my CC balance please help
this is a quickbooks pro 2019 desktop question, the submit form would not let me enter a questions as desktop.. i have a medical bill. its 700.00i want to record that bill as??? and i want to make payment from my checking account..when i make those payments i want the payment to decrease the amount FROM the bill and i want thatpayment to also increase (or to be counted towards what i am paying for health care.) as an expense..i have an expense account already set up for Dr bills, chiro bills, rx expenses.. just need to figure out how to code the 700 bill so that its payments are shown in the right expense column at the end of the year.. i have done this in the past by setting them up as vendors and paying them and assigning them an account.. but ive been told to stay away from that method.. any help??
When I used the Bank Deposit feature, I entered a reference number in the "Ref Number" column but this Ref number did not show up anywhere in the GL. Could you please advise?
The amount in quick books is less than my bank. It is missing the opening balance how do I post it in quickbooks to let it balance with my bank.
Please help:My client's PayPal balances are shown in 4 currencies. Should I create 4 separate account name in the chart of accounts for Paypal USD, EUR, GBP and SEK? Mention that home currency in Quickbooks is Swedish Krona(SEK). Thanks in advance
Can you please advise how to either post or upload bank transaction into Quick Books.
