Banking & Currency
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I would like to use EQ bank for my business but can't seem to find it in the list
Est-ce qu'il y a un problème avec la connexion de l'application Square via les opération d'appli. Les sommes sont déposées mais aucune transaction n'est téléchargées
I used to select tags for bank transactions on the Bank Transactions page. Now that you have phased out tags, I need you to add the custom field option to the Bank Transactions page to allow me to continue to apply a custom field to transactions.
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Stuck on being able to upload old bank statements. I can't continue past this screen so I can upload other files
quick books online- scotia bank is not connecting to QBO- called the bank, called QB it is a QB issue?
How to go back a couple of months to fix an entry
I'm using Desktop 24 Pro. I've downloaded a Web Connect File from my bank. I went to "Add Multiple Transaction". In the bottom section of that screen are the transactions from my bank account. I went to match a few transactions and QB asked me to select a Payee, and then asked me if I wanted to associate all the similar transactions to that payee. I wasn't sure so I said yes. It changed all the similar transactions to the same payee. I also had to select an Account. It again asked me if I wanted to use the same account for all the selected transactions. I said yes. Everything worked fine. I went back in and wanted to select some more transactions. However, this time all the transactions with the same name as before (Misc Payment) had the previous Payee name. I have hundreds of transactions to select and it is a pain to manually rename each payee. I read a lot about clicking on some Rules tab and renaming the Payees.&
I'm trying to match a lump sum CAD bank payment to several USD bills, but the match option only allows me to choose one bill of foreign currency instead of multiple bills like I can with CAD bills. We also sometimes pay several mixed currencies (USD & CAD & CNY) in one payment. Is it possible to match all the different bills at the same time?
I need to see more transactions from dates before April 2024, I do not know how to change the dates.
Hey guys,Not sure if you have the same issue but I tried to unlink my TD bank twice now and re-linked it twice choosing different start dates to when to fetch transactions and it doesn't seem to go back further than 3 months. I tried 01/01/2024 and 05/01/2024, that didn't seem to fix it. Any other ideas? Thank you!
Hello. I have a bulk payment from an insurance company that includes a chargeback, but cannot properly match the transaction. Hopefully someone can help. I will use sample numbers to illustrate the issue. A single bank payment transaction from the insurance company exists in the amount of $1000. The statement from the insurance company shows:$800 to pay an invoice for customer 1$700 to pay an invoice for customer 2$-500 to claw back an amount that was paid to customer 3 previously. (They show a balance of $-500 on their account) When I go to match the transaction, the -500 balance of customer 3 does not come up in the list. So I cannot match the transaction. Not sure what do do at all! Issue a refund/credit? Thanks.
ex: i just paid a bill by credit card. the bank chequing account is correct in quickbooks, but the quickbooks hasn't yet updated that Ive paid the bill, despite having refreshed numerous times.
My credit card has a negative balance in QB but positive at bank. Difference doesn't add up to excluded and uncategorized transactions. I don't know where to start looking for an answer.
Can I add two additional receipts to a bank transaction
New credit card
a duplicate entry was deleted, now my reconcilation is out and I'm trying to go back and clear the correct entries
When ever i refresh the page bank syc is not working. It's a little bit frustrating
Missing transaction from bank
I have 1 chequing account but the QBO synch is bringing that same bank account down 2 times. the balance is showing up on my Balance sheet 2 times as well.
I have a large number of transactions to record to Pay Down Credit Cards. Is there a template available to import these transactions? If there is no template available, what are the pros and cons to import all the transactions using the GL journal entry import template?
I have a problem within the customer payment screen...Original amount column is correct but when I look at the Amount Due column it is showing double the amount of the original amount . So when the customer paid the invoice is still shows a balance owing ONLY in the customer payment screen. Everywhere else it correct.How do i fix this?
In early January I received a new bank access card with a different number. All was find with QuickBooks until yesterday when there was a bank account security check. The check failed because the code to check that I was legitimate was the old code to another number, not mine. This tells me that QuickBooks has the old access code. How do I change it?My bank account is frozen per deposits until this security problem is resolved.Many thanks for any help.
