Category: Banking
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QBO Issues: Costco’s switch from American Express to Citibank Visa
Helpful articles Costco American Express has moved to Costco Citibank – Error 324 As of June 20th, 2016 Costco has ended their partnership with American Express and started a new partnership with Citibank. This impacts customers using Quickbooks Online and have their Costco American Express credit card connected to their account. Customer using the Costco…
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From the Banking Center, how do I split a single expense transaction between two vendors
You will need to take the following steps in QBO if you need to enter a single transaction split between two vendors. In this example, the transaction amount is $11.23 and you want to split between two vendors (vendor A = $6.23 and vendors B = $5.00). #1 Enter manually those two vendors as a…
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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…
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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…
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Can I add Class after reconciling without messing up bank reconciliation
Yes, you can add Class or changes after reconciling the transactions. As long as the change doesn’t include the date and amount of the reconciled transaction. There is no need to undo bank reconciliation to add Class in QBO.
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Import credit card transactions from Excel CSV (.csv) file into QuickBooks Online
I highly encourage you to watch the entire video. You do not want to miss a step. Please click here for more information on this topic.
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How to import credit card transactions from Excel CSV (.csv) file into QuickBooks Online?
The short video (below) will show you step-by-step instructions on how to import credit card transactions from Excel CSV file into QBO so that you will not import transactions the wrong way. Confusion has to do with bank account field and Quickbooks field screen. It is the same field name for bank download as well…
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To transfer fund between accounts within QuickBooks
From the home page screen Click Create (+) Sign Under “Other” select Transfer Here you can record the transfer, just click Save and Close when you’re done. In this example (see screenshot photo for reference), it’s transferring $1,000.00 from Checking Account to Savings Account. Transfer Funds From = Money coming out from that account Transfer…