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
Tag: banking
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… Continue reading How to import credit card transactions from Excel CSV file to QuickBooks Online (QBO)
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
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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
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… Continue reading QBO Issues: Costco’s switch from American Express to Citibank Visa
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QuickBooks Online October 2015 Update
QuickBooks Online October 2015 Update Part 1 -Bank Feeds, Billable to customers, Attach photo receipt, Add foreign Bank QuickBooks Online October 2015 Update Pt2 – ITEM TYPES Inventory, Non Inventory Service