Banking & Currency
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A new code is given, and entered. Bank feed seems to connect, but when I ask for it to update, I get the same message "Something isn't working......"
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I have sales from Shopify that the customer checks out in USD via Paypal I'm in Canada.I can make a receipt in USD, But QB will not pick it up that it is USD. (have an account Pay Pal USD transaction is there)If customer checks out in CAD and a receipt is made everything works out fine.So what are the steps to match a transaction in USD?I have tried several online tips that were from 2019 that don't work.Shouldn't be this difficult...Oh and I have tried a few apps that don't seem to work either.
There is no bar to move the page over.Very annoying
I can only pull my last three months.
QB SENT A EMAIL SAYING “go to payroll settings in Quickbooks and enter the amounts”.
What should the A/P process be?
I have recorded a payment made to our credit card account twice. I manually entered the details of the payment I made to our credit card account - then reconciled the Credit Card account and recorded the payment again. How do I reverse the manual entry I made? because now the account is showing a credit for the amount of the payment. I am using Quickbooks Desktop pro. Thank you for the help
Hi,I just want to know if it is better to download transactions from the bank, categorize and match/add them before we start the reconciliation.The 2nd question: When we add a payment through bank feed, where is it recorded in the QuickBooks? In the bank register, in bills or somewhere else. Where can we see it in quickbooks?
Hi, I transferred money between two connected bank accounts (USD to EUR) in different currencies from my home currency. The problem is that I first forgot to make it through my home currency account. How can I record these transactions now?
The bank balances in Quick Books are showing zero and there are duplicate entries for cheques
If I reconcile the transaction, the ending balance correct even though I can’t match the transfers to each other between the two accounts. I suppose it doesn’t whether it’s matched or not if the balances are correct, but it definitely is a glitch.
Can I go back to retrieve past bank records
if I have an existing account in Cdn in books but actually US $, (I add an exchange entry at year end) - how do I use that account after the conversion? Thought process is make it zero before the change and once converted, add the new account in US currency to enter the amount in US currency so I reduce as needed. I have prepaid US $ and collected US $ for 2024 purchases - which way do I handle this to make the transition correct once I change to multi currency?
I am using QB desktop and have years of data, as company has grown I am looking to change to multicurrency. I have review videos and saw one suggestion that any account in the GL be changed to zero before the switch then recreated in the US (or Euro) currency once switched on. I see that all account I have will be in Cdn as it has transaction data. So am I correct in creating new accounts for the US or Euro account that I am currently using? Likewise with vendor/customers will I have to create new vs only stating that they are now another currency.making the switch Monday, so any help is appreciated
Correcting paycheqs from the wrongly posted bank account
Delete Reconciliation Discrepancies Account - not needed nor necessary.
I need help to establish QBO for our installment business.
Once connected I expect the bank feeds to update automatically, but sometimes it'll say 'updated 10 days ago' and is still connected; I just have to hit the Update button in the top right.Does it only update automatically when the QBO file and banking tab are accessed regularly?
During reconciliation, I can select them to complete the reconciliation, but I don't understand why they are missing from the imported transactions and suddenly appear during reconciliation.
