Transactions
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Hello, I am importing some transaction and these are the steps I have taken: 1. Downloaded CSV file2. Uploaded them to QB and it worked fine3. Realised that all the debits show as zero (credits are fine)4. Went back into the CSV and formatted the columns to say CREDIT and DEBIT instead of MONEY IN and MONEY OUT5. Saved as a new CSV6. Now QB won't let me upload the newly saved CSV file. Error code:Darn. File upload failed. Please see attached the two formats I tried. What can I do?
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My payroll entries have been going to the default bank & not my main bank so I can't reconcile them.How can I change the entries to my main bank so I can match them?
I got business funding through my card payment machine, and I am struggling to know how I can show the loan coming in and then the repayments going back out??
Let us know if you have any questions about managing transactions (adding, excluding, categorising and matching). Post your question below and we'll have an expert that can help you get an answer.
For my other companies using onther ERP system I can simply email expenses, and incoming invoices to the account system. When the accountant is doing the quick he can then quickly add these transactions. Is this possible with Quickbooks?
penalty charges for unpaid overdue invoices
When I first started my business, I used a personal card for a number of expenses. I now have a business account integrated with QuickBooks, but I'm trying to add expenses from my personal card from months previous. The first time I added an expense, I was able to select "Director's current account" as the Payment Account. However, when I try to add other expenses, it only offers the following options:-My linked bank account-Bad debt provision-Other debtors-Prepayments-Uncategorised assetsIs there a reason I can't select "Director's current account" again? Thanks in advance for your help!
Do we set it up as a recurring transaction
Hi We have used a loan company to pay some of our suppliers. They have paid each supplier directly, so there is no record of payments going out of a bank account. How do I record the invoice and then the actual payment made to the supplier from the third party. Any help gratefully recieved. Thank you.
The QuickBooks Enterprise with Cloud Access is a good initiative.I will like to know more about this package. like:1- The total cost ( cost of acquisition and hosting )2- Other than remote access, what other advantage is there, compared to the desktop enterprise.3- And any other information there is.
A customer paid for a service. I "Received Payment" to account for this. Due to a series of unfortunate events, it turned out that the Invoice in question was already fully paid. It has been reconciled and the books were closed. The Invoice or the Payment can't be edited.The overpayment was refunded to our customer. I entered a "Refund Receipt" to account for the refund.However, the credit on customer's account remains, and it cannot be attached to the refund in any way. Now the customer has outstanding Credit AND a processed refund on their account. This is one of many cases, sadly. How do I correctly account for this regrettable situation now that I find myself here?
Hi there, Pretty new to QBO and having an issue that any help would be appreciated! So I am buying Shipping labels through PayPal but paying using my current account card, In QuickBooks, it is moving money from current to PayPal via the feed and I am putting the transactions through my PayPal account. But it is still leaving the money transactions in my QBO feed, I assumed this would want to be categorised as a transfer from current to PayPal, but the issue I'm facing is that when I do this, It is then moving more money from current to PayPal in QB and therefore moving the PayPal balance creating a duplicate transaction, How can i rectify this please.Hope this make sense as I've tried to describe the issue I'm facing to the best of my knowledge. Thank you for your answers in advance, Kyle.
I’m missing bank transactions from April -July 2023 how can I go that far back to upload them
