Transactions
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Hello, I’m new to qb and trying to connect my Navy Federal Credit Union business account. I was able to connect and it shows my balance, however none of my transactions show up. It says I have to verify (which I have done several times) and I receive the check mark showing it’s connected, but the transactions still don’t show and then it asks me to verify the account again. I’ve attempted this over 20 times today. I’ve waited hours in between attempts and still have no luck. Any assistance will be greatly appreciated.
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How do I add a transaction?
So I made a sales receipt, which according to my understanding is a sale combined with a bank deposit. and now I have another deposit showing in my bank for the same amount from a different sale at a later date, and QBO is telling that they found a match, which is the sales receipt that was used and linked for a different sale with the same amount.
Hi there, I’m using QBO Simple Start. I made a business expense purchase with my business debit card at City Plumbing for the cost of £11.51. I have matched the transaction with an ‘expense’. But I had bought the wrong part, so I went back and returned it and City Plumbing refunded my £11.51 back in to my business account. How do I record this returns transaction please?
Downloaded QB and transferred all scanned files to a new laptop and now scanned docs are pointing to wrong directory. How do I redirect scanned docs to the new directory?
specifically need to see this by day to day view. e.g income £1,000 on 01 Jan, no expenses. Income £1,000 on 02 Jan, £40 in expenses, total £1960.
After down loading the bank feed saving the file to our desk top and opening up the file, Quickbooks opens up the 2022 version we still have on our computerWe have upgraded to QB2023 and cannot get the bank feed to open in Quickbooks 2023 version.Any suggestionsThanks
The invoice automatically generates a Direct Debit request, and usually Quickbooks ties the inbound payment to the request and offers a match, but not this week!
I issued a credit note to a customer and subsequently refunded the full amount but the customers account still shows a balance in credit for the same amount. In the transaction list of the customers account the cheque refunded transaction is marked "unapplied" .In the debtors report the customers balance shows as nil so the balance sheet appears to be correct.Any advice would be appreciated.ThanksRobert
We are aware that some QuickBooks Self Employed customers may currently be seeing error messages when viewing invoices sent from QuickBooks Self Employed. We are presently investigating this and apologise for any inconvenience this may cause.
I would like to know how long my past receipts for previous tax years will remain in QuickBooks Self Employed for?Thanks.
When splitting a transaction is it possible to allocate different Tags to the different splits?
Until March 2020 all receipts had the fee showing as a separate transaction.
Please put me out of my misery... I'm new to accounting I keep making mistakes but why in the world can't I just search for all transactions in a specific category like "Personal Expense" and batch-change them all to another category?!?!?!?! Why is it when they are Categorized they are so hard to batch change to a new category?I just want to batch-change ALL transactions (Expenses,s income) from one category to another! Categorized items don't even categorize by type correctly when filtered and the Expenses menu is awful at searching for the items...What am I doing wrong!?
My invoices say delivery error once sent
I have marked individual transactions as Income, Sales, Services, etc, and it all looks fine- then seems to be marked by QB as expenses?
