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… Continue reading I just did a batch action from the banking center and added all expenses to the same category. How do I undo that action?
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… Continue reading How do I permanently delete “Excluded” transactions in bank feeds?
Yes, you can verify receipts attached to ALL your expense transactions. From the home page screen > left navigation bar > expenses > choose baby gear (far right corner) > show more > select “attachments” This will add “paper clip” column. Number means “you have receipt attached”. If it is blank, it means you do… Continue reading Is it possible to see which expense transactions don’t have a scanned receipt attached to it?
If you’re a new customer and are within the first 60 days of having set up your account, you can delete all of the existing data and start over from scratch. If your account has been setup for more than 60 days you will need to cancel your current company and start a new company… Continue reading #QuickBooks – How do I start with a blank chart of accounts in QBO?
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… Continue reading How do I match transactions when bank feed deposits (from Stripe) are net and not gross
There is no splits button in the bank register. So, you cannot enter split transactions in the bank register with QB Online like you can in QB Desktop. However, what you could do is enter the transaction in the bank register using one account. Select “Edit” button, add a transaction screen form will open, then… Continue reading Where is the splits button in order for split transactions in the bank register screen?
You will need to follow exactly the following steps. You will see MATCH green sign under “New Transactions” section (blue navigation bar on the left > transactions > banking) of bank downloaded deposit (Received) column. In your case for $975.00! Step#1 Invoice (create + > customers > invoice) for $1,000 Step#2 Receive Payment (create +… Continue reading How can I edit the list of recommended matches for a transaction?
Luckily, you cannot delete account in new QuickBooks Online. You can make it inactive only. To make it active again: Go the Chart of Accounts (Company Gear (upper right corner) > Lists > Chart of Accounts Include Active checkbox (see attached screenshot photo for reference) Chart of Accounts page will refresh itself Scroll down the… Continue reading I accidentally deleted the Cost of Goods Sold in my Chart of Accounts. When I went to recreate it, the detail no longer includes a general COGS option. How do I re-add the top-level COGS detail?
There is no way to switch transaction from deposit to create sales receipt. Delete entered deposit Create new Sales Receipt