Banking

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Is anyone else having issues with the receipts and bill matching? It doesn't work. I have been on multiple support chats and have spent hours on work that should take 15 minutes. The issue is you email or upload your receipts. The receipts won't match with existing bank transactions. If you review and add these to the system it will create a duplicate transaction in the registry and not match it to the existing bank transaction. I had to spend hours in my registry looking for duplicates and deleting. Support says the problem is solved, which it is not. I am at a loss on what to do except changing software's. QB new software roll out is a disaster. It is horrible. Please let me know if you are experiencing the same issues. 

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For over 3 weeks have not been able to transfer funds from 2 external accounts into quickbooks checking. Keep getting try another option. More than enough funds in those accounts. Call quickbooks and green dot  and only told me there systems are working fine and to call the other banks. Called other banks and the see nothing about a external transfer being requested. Just fix this issue quickbooks. I have deleted the app and reinstalled, added the banks again for transfers and nothing. I have also gone into desktop instead of mobile and exact same issue. 

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How can i import an excel file of checks and import the detail including the account customer description

I am reviewing the bank feeds, and I have checks that auto default to the payee and account.  So I need to change the check payee and account.  Once I put the correct payee and account, QBO changes it for all checks, even those I have updated.  There has to be a way to turn this off or to stop this as I am doing a lot of rework and it is SO frustrating.

Dunkin

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I dont want to change bank yet

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Hi,I cannot print checks from the banking section of the home screen. When I click on "Print Checks", it goes into a setup loop, asking me if I'm finished with setup and then sending me back to the home screen no matter what answer I give it. This happens in both Desktop view and the online view.  Is there a fix for this?Thanks

Greetings QBO Community,I am missing 2 days' Payouts - last Fri and Sat - after the current Square Update. Is there a way to force these Payouts to post to my Bank Account?Thanks,Mike 

Good Afternoon, I apologize ahead of time for my lack of knowledge in this area but that's why I'm here, hoping someone can shed some light.  We use TD Bank for all our banking.  Our accounts are directly connected with QBO.  When our invoices are sent there is a review and pay link in the email the customers use to make payment.  The system records the payment and when the payment hits the bank it comes through and gets applied with the daily banking update. TD is stating is we use their plug in they can save us some money from what we currently pay for fees to QBO for receiving cc and ACH payments. Is anyone out there who uses this plugin?  What would differ in process if we do this?  Right now I really don't have to do a thing as all the info is imported from the bank.  Will there be further steps involved if I use this plugin?  What happens to the review and pay link that is sent in the email body when I invoice? Any input is g

Why use a Square Cash Account instead of just posting Sales directly to your Checking Account?

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  For this months Quick News, Emma covers all of the updates in QuickBooks from the month of March and goes over exactly how you can utilize these new features within your account. This month she'll be covering:  AI Powered Bank Feed Improvements Streamlined Setup for Bill Pay, Payments, Payroll Updates to AI powered reconciliation Accounting AI collaboration improvements  Parallel approval for Bill Pay workflows Expanding workforce features 

In person withdrawal

Etsy says it's still connected on that end, and QB says it's connected and updating, but nothing has posted since 02/08.

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bank reconcile closing year is 2026, but typo error 2027. how to amend to the correct year

We are using quicbooks online advanced for our companies. We have entities in multiple jurisdictions (USA, Canada, France and UK) from which we make payments for bills posted in QB. When we make bank payments, we set up payments individually in the bank account portal, approve payments on the banking portal and then post payment entries manually in QB. Is there a most efficient way whereby at least entries could be automated?