It’s easy to edit when this occasionally happens. Just click the transaction row in the Banking For Review. Switch radio button from ‘Record Transfer’ to ‘Add’ and record expense.
From the Banking “For Review” tab, click the checkboxes to the left of the date for the transactions you want to exclude. Once you’re done, click the Batch Actions drop-down arrow and select Exclude Selected. The transactions moved to the “Excluded” tab from the “For Review” tab. To delete permanently: From the “Excluded” tab > […]
I hear issues with bank connect all the time. Each bank is different. It may even take time to resolve these issues. But in the mean time, I like to offer few suggestions: 1) To manually UPDATE your bank account: a) Select Banking from the left dashboard menu. b) Select Update in the upper right. […]
EXAMPLE: My bank feed populates all my downloaded CHECK transactions with the same Vendor. I change the vendor payee category on any given transaction it will change for all downloaded transactions in bank feed. There is no bank rule setup for this. Is there a way I can turn that off? Unfortunately, you can’t turn […]
This article deals with step-by-step instructions on how to manually recording fees (Paypal or Square) and then match the deposit transactions in bank feed —Review items from your bank and link each item to an existing record. EXAMPLE – Signed up for Square (or PayPal) so that I could accept credit cards. I will be […]
QuickBooks Online allows users to import their credit card transactions via Excel CSV (comma-separated values) files. It will allow importing date, description and amount columns. For the amount, you can use 1-Column field or 2-Column fields. It is recommended to use Debit and Credit with two columns excel file format to import. QBO will not […]
QuickBooks Online – How can I change the listing order of bank accounts on the new QB online dashboard
QuickBooks Online – My bank balance is different than actual balance in QuickBooks register. Different balance, why? 1. Outstanding checks 2. Deposits in transit 3. New Transactions for connected account 4. Duplicate transactions 5. Editing or deleting transactions 6. Beginning balance
Bank rules are great for controlling how incoming bank transactions are categorized before you accept them into QuickBooks. Rules save time and minimize typing mistakes! This article explains how to import and export rules, which is convenient if you manage multiple companies (like accountants often do). SOURCE: http://quickbooks.intuit.com/blog/how-to-import-export-quickbooks-online-bank-rules/#respond
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