Tag: banking
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QuickBooks Online 2022: BANK FEEDS Tips & Tricks – How to BULK CATEGORIZE Expense Transactions QBO
QuickBooks BANK FEEDS | Tips & Tricks | How to BULK CATEGORIZE Expense Transactions in QuickBooks Online (QBO) **Huge Time-Saving Technique** #QuickBooks #QuickBooksOnline #QBO
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QuickBooks Online: Why Create Vendor Payee’s Name in BANKING
QuickBooks Online: Why Create Vendor Payee’s Name in the QuickBooks BANKING tab. In order to track expense transactions by the vendor in QuickBooks, you need to Add the Vendor/Payee’s name in QuickBooks. If you don’t have the Vendor/Payee’s name assigned, there is no way to run the report to track valuable data that may be…
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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…
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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…
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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 [wpedon id=”7748″ align=”center”]
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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…