Banking & Currency

No text available

I dislike the new view where you only see one account at a time in the drop down and it doesn't show the balance or how many uncategorized transactions there are. It's nuisance to scroll up and down to find an account rather than just click on the one you want.

No text available

missing banking feed

No text available

I entered transactions manually for a couple months without using the bank feed.  Will past transactions from months I have reconciled be entered through the bank feed if I reconnect to the  bank feed?

what comes first categorizing or reconcilling

No text available

I replaced an old credit card with a new one. When pulling bank transactions QBO isn't pulling any transactions from this card, this the outbound payments to it from my chequing account.When I refresh my bank connection, the account still does not populate. How do I get QBO to recognize this new card and start pulling the transactional data?

No text available

No text available

cancelling recurring cheque

A client is asking for an adjustment of their payroll from 68,500 to 73,200 and I'm assuming they mean the new CPP2. I can't see any information in QBO Online aside from a new "second CPP" box being added. I can't see what the amount is going to be nor how it can be adjusted (need-be). I read somewhere that it was being done automatically but want to be sure before I provide my findings to my client.

I am cancelling the PayPal account - I no longer need it.  The funds were paid out - Quickbooks picked it up from PayPal.  Should I just enter a correction for (3605.19) in chart of accounts?

From within Bank Transactions/Credit card account/For Review it shows a $5,000 receiptFrom within Bank Transactions/Bank Account/For Review it shows a $ 5,000 payment but when I click on "Find Match" for either line item it will not find its matching account, although they are clearly both displayed in the "For Review" category

No text available

No text available

QB indicates a payment has been received days ago, but so far I don’t see it in my bank account.

No text available

I have been connected for months and months and then all of a sudden its giving me errors

My connection to BMO Mastercard broke a few days ago and it won't reconnect. The BMO site states that something went wrong and to try again in a few hours. It continues to fail. It appears that the site has undergone a redesign. Is this something that the QBO developers are aware of?

No text available

We need to redo our December 2023 reconciliation without an accountant.

For example: Company A is linked with Bank 1 and Company B is linked with Bank 2. The situation is occurred the way that Bank 2 does not have much income so need to use Bank 1 for Company B. Can I link Bank 1 for the payroll to Company B and disconnect after reconciling that one transaction of payroll. Please help. Thank you.

How do I fix this?