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M
markhankey
February 16, 2024
Question

Is there another way around the problem with bank transfers and payments not allowing association with location(bug) in QBO Plus? The only work around is manual journal.

  • February 16, 2024
  • 1 reply
  • 0 views
Version: QBO Plus
Affects Credit Card Payments and Transfer types. 
Balance sheet shows uncategorized since no location associated. 
Only work around is to remove entry and replace with manual
ETA on bug fix?

1 reply

M
MAnneJ
February 16, 2024

Thanks for posting your concern, Mark. I appreciate what you've done so far on your end. However, there's some help I'll need from you to identify and address your concern about Balance Sheet. 

 

For me to provide you with the appropriate solution, will you be able to somehow send me a screenshot? This way, I can visualize the issue you've encountered on your end. Any additional information would be much appreciated.

 

I'll keep an eye out for the comment section should you need additional assistance in managing reports and any QuickBooks-related concerns. Stay safe. 

M
markhankeyAuthor
February 17, 2024

 

How do you assign a business and class to a transfer without deleting the bank record and manually creating a journal entry? Is this a feature that will be implemented? You can see business and class are null and there is no way to enter on the transfer screen. In this case it's a refund that credits a current inventory account and debit bank. 

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