Tag Archives: banking

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 […]

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 […]

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

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 […]