Banking & Currency
Recently active
Okay so I have 1 personal checkings account, and one newer business checkings account. Currently, both accounts are linked to my QB. I didn't have the business account open at first, so I was using my personal to deposit client payments, as well as paying off a business credit card. Then I got my business account, and I transferred the client payments there. I'm wondering, how can I keep track of this on QB? Should I have this personal account linked to QB, and if so how do I exclude all personal expenses without messing up my balance sheet? If not, how do I track the client payments and the business credit card expenses (paid off with personal funds)? Thanks so much!
I made a data entry error when entering 2021 YTD totals. The entry error was in transit from QB Desktop to QBO. the values in QB desktop are 100% correct it was my data entry error when punching in the values during setup
Migration to QBO-Migrated a client from Sage50 to QBO, using the TB numbers. Everything is nice and dandy, except for my bank reconciliation.The number from TB/BS has an amount of O/S items within it, which creates discrepancy in my bank reconciliation.I have solved this issue before, but right now, my brain is about to explode and can't remember how I did it.Does anyone know how to do this to have my GL-Bank intact, and my starting balance in my bank reconciliation correct?
Original commenter did not share additional details
How to unmatched transaction if the linked bank account was deleted? Transaction List still shows C in the CLR column and it wouldn't let me change the payment account. When I try to link it again, it would just download transactions again.
This is not a term in our chart of accounts, nor an institution we have ever paid or received payment from.
I entered the wrong opening balance in my banking account when setting up QB Desktop Premium. I have already posted transactions through the account. How do I change the opening balance to the correct amount?
Hi, I received a refund from vendor after the bill was paid. I followed step one to deposit the refund check and followed step two to create the credit. Do I need to do something else afterwards? I see that step three is linking the deposit to the credit but I don't understand how to do that if the bill is paid already. In the instructions it says to go to pay bills, but the bill is paid already. Thank you to anyone that can explain this to me!
Entry from Online Bank 100 Sale of product -100 s/b Bank 100 Undeposited funds -100 QB wants meto designate a bank?
Asks for RBC security questions to link bank, and says security questions were answered incorrectly, when they are 100% answered correctly.
I would like to know how to enter these in qbo
I cannot get two factor authentication to work with scotiaonlines new security settings, It is not the banks issueCan this please be looked into, I cannot complete my year end as a result.
Hi, i understand that once i turn on the multi currency i can't go back. I need then to make sure it's worth it. I will start receiving payments from different countries in Africa and i need to make sure that their currencies are available in QBO: XOF, GHS and NGN. If they are not on the IHS Markit list it's useless to turn on multi currency on my hand. Where can i find the list to verify?Thanks
I used my cash back reward point for personal expenses. How should I do credit card reconciliation now? I did a personal purchase using the point, but now they are showing has expense on credit card statement. Please help. Thank you
Keep getting the message something is not working.
I can error msg 185. Then I login into my RBC acct and answer the same security question and it works.
there are some unaccepted items how to resolve that
Hello, Quick Book Community:I want to know if a Secure Line of Credit Account issued by a Canadian charter bank will consider a deposit account in Canada. If a Secure Line of Credit Account will insure by the CDIC as a deposit account in Canada. Lines of credit - Canada.caThanks.
