How can I manually download transactions from my bank? How do I get more than 90 days of bank transactions? Should I use Web-Connect?

How to get more than 90 days of bank transactions? You’ll start by signing in to your bank’s website and downloading a valid webconnect file. Valid webconnect files: .qbo (QuickBooks), .qfx (Quicken) and .ofx (MS Money) Then SAVE it to your computer in a location that you can find. Now go to QuickBooks Online: Go to Transactions>Banking Once you are on […]

How to fix problems with downloaded banking transactions? How do I troubleshoot the issues? What does the error messages mean?

Having trouble with your banking connection or transactions in QuickBooks Online? Find your issue and click on the link to the knowledgebase article that will help you. Finding or connecting to your bank: If your menu option is Banking > Online Banking: KB 1722 If your menu option is Banking > Downloaded Transactions: KB 5008 Handling errors: KB 1833 Downloaded transactions […]

My opening balance is incorrect? How do I edit it in new QuickBooks Online?

If the opening balance in one of your Balance Sheet accounts is wrong, you can open the register of that account and correct it from the Chart of Accounts. From the home page screen: Go the Company Gear icon (upper right corner) and click Chart of Accounts under Settings. Highlight the name of the account, then click […]

What to do when beginning balance is way off since last bank reconciliation?

There is no simple and easy answer. There may be couple of reasons why the beginning balance could change. 1) Edited or changed transaction amount after reconciliation 2) Deleted transaction amount after reconciliation 3) Changed the “R” status manually from the bank register In other words, prior months financials were restated after the bank reconciliation. […]

We have several refunds and deposits that were grouped together by our merchant account processor and deposited in our bank as a negative deposit amount.

You are right! They do not offer any designated way to record as a negative deposit amount. They missed to recognize it happens in business. Here is my work-around approach for now. You will need to create a new bank account type account. Let’s name the account as “Deposits Clearing” account. For the refunds part, […]

Can I print check directly from the bank register?

No, you cannot print check directly from the bank register. You can enter as Check type in bank register and then, print the Check from the QBO designated Check form. To do that: Enter transaction as Check type in Bank Register and Save. Highlight or click on the entered transaction, you will see a bar […]

We were able to view the bank register and make corrections, etc. in old QBO. Now with the new QBO, we need to be able to have the same access and features before.

If manage user’s access level has not changed, you should be able to edit transactions from the bank (check) register in new QuickBooks. From the blue navigation bar on the left > select Transactions > select Registers > Locate and double click on the bank account to edit It will take to “Bank Register” screen. […]

Is there any way to select all in undeposited funds instead of clicking on them one by one?

At this time, there is no way to select all from “Receive Payment” screen deposit to Undeposited Funds account. But I see huge advantage of having “Select All” button and “Clear All” button like currently available in “Bank Deposit” form. To add this new feature request, add your voice here: http://feedback.qbo.intuit.com/

How can I print a Check Register or Check Listing only in new QuickBooks Online (QBO)?

I Only want it to show Date, Check Number, Vendor Name and the Amount of the check. For a certain date range say for example day, week, month, etc. From the home screen page Go the blue navigation bar Select Reports Go to report (magnifying glass) and type Balance Sheet Select Balance Sheet Report Balance […]

How do you print a deposit summary only without a deposit slip in new QuickBooks Online (QBO)?

“Print deposit summary only” feature is available now. See attached screenshot photo for reference From the home page screen Select Create (+) sign (upper-middle screen) Select “Bank Deposit” tab under “Other” heading Blank “Deposit” form will open. To locate recent deposits, select “small clock” icon, upper-left-corner. Click “More’ if you expand this list or deposit looking […]