Banking & Currency
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Hi,Is there a document signing option (docusign or other ) that can be added (a la cart) to our account without having to buy the advanced option?Thank you
I moved from Desktop mid month and I'm doing my first reconciliation. Every day I match my daily deposits to the amount deposited in the bank. But, when I go in to do my reconcilliations it shows each individual transaction instead of the total deposit. Is that normal or am I doing something wrong. I'm used to the charges being grouped together
Now that the bank requires push notifications to update the bank feed, the accounts don't update any more because I receive 6 push notifications at a time and can only confirm one. As well, when I try to fix one connection, I need to confirm the push notification twice before that one account will link. But I can't relink all 6 accounts every day, one at a time, in order to get the "real time data" that QBO advertises as a benefit of their platform.
I have tried connecting with Manulife Bank Visa Card online, however Quickbooks Online would not let this happen. Here's the link: https://manulifecreditcards.fdecs.com/eCustService/ The system somehow assumes that the Manulife Visa card is of different currency than Canadian Dollars which is no the case. And asks to subscribe to some other version of Quickbooks. Can some from Quickbooks assist with this issue. I have tried it on the online and Desktop version several times over several days. Thanks
The company has CDN and US vendors and customers. When the Balance Sheet report is run both bank accounts are displayed in CDN value. How do you run a report that shows the USD value (foreign currency) not converted to CDN (home currency). And how do you run a Profit & Loss to show only foreign currency value not the CDN converted value?
I haven't been able to upload transactions since March 31, 2023. Today I disconnected my accounts and tried to link them again. I am getting an error: An amount is either too large (> 99,999,999,999) or too small (< -99,999,999,999), or saving this transaction would result in an account balance that is too large (> 99,999,999,999) or too small (< -99,999,999,999).
I've been uploading receipts, filling in the information, and matching them to transactions that have been automatically generated by banking rules. When I do this, none of the information I added in the receipt review is saved. Changes to tax rates, accounts, and invoice numbers are lost and just the image of the receipt seems to be added.Is there any way to make the information entered on the receipt review save to the transaction? Should I be entering the receipts before adding the bank transactions?
How do you use QB online without linking to a bank account.
Should I create a "dummy" chequing account? It will have a large negative balance if I do that. The money is coming from a cash partner that I cannot have access to. Thanks
How to delete a payment from a customer that was not received
Recently I've noticed that new Suppliers are showing up on my list that I have not created - accounts like "Hilton" and "Best Buy". I never receive invoices or make payments for these companies so they are just taking up space on my list and making it more difficult to scroll through to find the ones I want. How can I stop them from being created?
