How do I edit an expense that the online bank classified as a transfer

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.

Quickbooks Online – how do I delete items from Banking For Review

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 > […]

How to delete downloaded items from Banking For Review tab

How do I view or print previous bank reconciliation reports in QuickBooks Online QBO

To view or print the previous bank reconciliation report: 1. From the left Dashboard, select Reports. 2. Go to “For my accountant” section and select Reconciliation Reports. 3. Select Account. Select Report period. 4. Select “Statement Ending Date”. 5. Click “View Report” under Action column. 6. Click Print icon to print the report. How to […]

How To Add Purchased Inventory Items From Banking “For Review” Tab

How to add purchased inventory items from Banking tab? I like to enter SKUs, Qtys of each item in one entry. Assuming you have QuickBooks Plus Plan, you will first need to ensure that in company settings you turn on the Items table and Purchase orders. (Gear icon at the top > Your Company > […]

How to handle refund on a debit card from a vendor to the project

How to handle refund on a debit card from a vendor? It’s downloaded as a bank deposit in bank feed. How can I assign that credit to the project? It involves few steps process to handle vendor refund on a debit card to the project in QBO. 1) Create Vendor Credit (Plus sign at the […]

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 […]