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… Continue reading Bank feed populates all downloaded check transactions with the same Vendor
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… Continue reading How to import credit card transactions from Excel CSV file to QuickBooks Online (QBO)
QuickBooks Online – How can I change the listing order of bank accounts on the new QB online dashboard
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
QuickBooks Online Alerts (Bugs and Defective Issues): I’m attempting to access my QuickBooks Online company via the Safari 10 browser on my iPhone and iPad and am being prompted that it’s an unsupported browser. Why? Source
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… Continue reading 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.
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?
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
“Sync with Paypal” app is for importing PayPal transactions into QuickBooks Online. All import will directly post into Quickbooks, eliminating the need for any double or manual entry. This is quite different from connecting bank accounts and downloading new bank transactions in QuickBooks banking center (transactions > banking). Since it directly posts without your review… Continue reading A comprehensive guide to Sync PayPal App with QuickBooks Online