Bank feed populates all downloaded check transactions with the same Vendor

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 […]

How to import credit card transactions from Excel CSV file to QuickBooks Online (QBO)

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 […]

My bank balance is different than actual balance in QuickBooks register

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

I have already received payments in QBO from multiple customers. How to make them match with a single deposit I see in my bank feed.

You’ve two ways to match with bank feed deposit. 1) Match it directly from the bank feed downloaded transactions. Select a row for deposit in question. The row expands to show you “Find other matching transactions” button. Once you click this button, you will see a long list of possible match transactions. To easily locate […]

I just did a batch action from the banking center and added all expenses to the same category. How do I undo that action?

Using batch action in bank feed, you moved banking transactions from “New Transactions” tab to “In QuickBooks” column area. In order to “Undo” transactions, go to “In QuickBooks” column and select items from the list to move it back to new transactions tab > select Batch actions > choose UNDO. That will bring it back […]

How do I permanently delete “Excluded” transactions in bank feeds?

  You can permanently delete bank downloaded transactions in QuickBooks Online (QBO). In order to permanently delete a bank downloaded transaction (or multiple transactions) from the banking center, you will first need to move it from “For Review” tab to “Excluded” tab. To move from “For Review” tab to “Excluded” tab: From the home page […]

How do I match transactions when bank feed deposits (from Stripe) are net and not gross

This is what you need to do! First, when you create sales receipt or invoice > choose deposit to “Undeposited Funds” account, not bank account. (I am giving lengthy steps, but it moves real fast) Let us start from your banking center. Find the deposit amount you want to match. Highlight and click once. Transaction […]