Banking

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Importing from Desktop to Online using Transaction Pro.

For example, customer 1 is a USD customer and has paid their invoice into the USD bank account. All good so far. The invoice value is $100 but the payment received was $95 to take into account the banking charges. How do I post the payment in so that it a) clears the full value of the invoice off, and b) captures those bank charges?

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Hi, Extremely new to QB and something has come up which I am confused about. I have scanned documents to Autoentry and selected pay, then pay bill and use the credit card. In the chart of accounts, the account type us set to credit card and the detail type is set to credit card. The QB balance is showing as minus £50k and when I pay a bill in Autoentry, the QB card balance decreases which is the opposite of what I am expecting. As an example, QB balance is minus £50k, a purchase invoice with a value of £1k is paid off and the QB balance goes down to £49k and not up to £51k.Why is this, please?

Rules appear to have been automatically created and I don't want to use them!  How do I delete them from (a) the individual transaction and (b) permanently?

I've seen comments about owners withdrawal but I can't see that category

For the past couple of weeks I havent been able to connect to my Co-op account, it says the bank site is under maintenance. However it's been 2 weeks now and I can log on to my bank both on my app and online, and there are no issues. (hasn't been the whole time)I tried disconnecting the bank and then reconnecting and now it says it's still under maintenance and I can't connect at all now. Am at a loss at what to do. Thanks

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I've been asking the last 6 months! My previous software had it from the beginning and is an incredibly useful tool in keeping customers informed that their bill is cleared.

i have price list on an excel sheet and would like it to go into out QB stock to speed up quotations

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all of my accounts have disappeared? nothing is on my accounts, informations from the past 3 years has gone.

Good morning, I am having difficulties getting my Quickbooks balance and Bank balance to match. Could I please have some help as I have gone through tutorials and webinars but still no joy!

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We regularly import customers from our document management system. This works very well, most of the time. A range of Customers is exported according to when they were created. Sometimes this will mean that the same Customer will be in more than one export.If you try to import a customer that already exists in Quickbooks, Quickbooks will correctly recognise this and prevent you from importing a duplicate. This generally works perfectly. However, we are finding that sometimes QB will create duplicate customers and we can find no rhyme nor reason for this happening. When we compare what we are importing into Quickbooks with what is already there, they are identical.We would be grateful if anyone can suggest what might be happening and how we can guard against it.

Our church loan matured and we refinanced How do I record closing the old loan and creating the new one ? We are use the same banker the old and new loans

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I’ve been trying to reconcile my accounts and the feature won’t start! I’ve connected my bank successfully and downloaded statements. I enter the ending balance no problem but when I enter the ending date, the box is highlighted red with an exclamation mark. No matter what I do QuickBooks won’t let me go any further. I have gone through the permission to share statements process successfully. Everything else in QuickBooks works fine with seeing my transactions updated regularly from my bank, invoices etc but the reconcile seems stuck somehow?any help would be greatly appreciated. 

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Do i use the same journal number for all the lines or do i just put it on the top line of the journal