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This question is not related to QBO linking to bank accounts for the register. This is a question specifically for whether Bank of America has the ability to automatically download statements to QuickBooks Online for help with reconciliation. I tried connecting an account (my Bank of America accounts are all Small Business) and it said it could take several days. I checked a week later, and in Bookkeeping --> Reconcile, one account says:"Your statements haven't come in yet, but we're working on it.Check back in a few days. Refresh Now." This checking account said to wait... but wait, as I write this, it did end up working now. Weird! For at least the Small Business Checking account... it imported 3 statements. But the Credit Card statement auto-import doesn't work with the following message appearing: "Your bank says this account isn't eligible to receive statements.Check with them directly to find out more." Ugh... Bank of America would NOT know what I was talking ab
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I have entered my payments for all of July. The deposit detail report does not show any of my 7/19 paid invoices there for how do I know if my sales tax liability report is accurate?
I did a vendor check run. The problem is the checks included amounts from a previously paid checks. Why? How do I correct this?
Customer made ACH pymt 4/29. I can see the payment in the customer record, but it does not show up in my bank register. The QB fee does show up. I’m reconciling the bank statement and need to fix this. Thanks for any help.
My client has an email that is sent out with invoices/pledges and I want to edit the template so I don't have to change it every time.
When we went from the desktop version to the online version, the check numbering got messed up. Now every time checks are printed I have do renumber the checks.
It happened after the last update and no one could properly answer it. I logged in and out a few times and it was back. Now that's not working. They recently did an update
accounts receivable not tracking to balance sheet
We categorize all transactions as they arrive. I need a report to revue that all transactions were correctly categorized. To make sure they are all correct for end of year taxes Where can i create this report
I would like to use the Location Tracking feature as a way to keep certain items outside of our budget. In other words, I want to create a budget for everything except the small group of transactions for which I've specified a location. But how can I create the budget that I want? If I use the "subdivided by location" option, the system only lets me create budgets for the named locations. I don't see any way to set up a budget for our default (blank/unnamed) location, nor have I found any filtering option to exclude named locations from a Budget vs. Actuals report. (I've also tried using Class Tracking or Tags instead of Location, but I didn't find any way to make it work. Or maybe there's some way to give a name to the default/blank location. The only possible work-around I've found is to use separate categories for the transactions I want to exclude, but I hope there's a better way.)
It does not apply toward credit card account
Adding Expense lines in Chart of accounts has not been a problem. Just in the Equity part of the Balance Sheet.
The "View and Accept" estimate scares them into thinking they're agreeing to the estimate and entering a contract or something. Ive had multiple clients contact me saying they dont want to accept it, and it creates awkward tension that I have to blame on my QB illiteracy.
Just became a problem in the last week or two.
one payment link for multiple invoices
I need to add 2023 TD Bank statements to quick books
How to confirm if a payment was made, because the invoice amount appears twice, one with + and the other with -
