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QuickBooks Q&A
Banking & Currency

Banking & Currency

1,820 Topics
3,011 Replies

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1820 Topics

Can I export my bank rules so that I can review & coordinate them?

I have 55 rules, 3 bank accounts and 2 credit cards. Can I export my rules so that I can review & coordinate them? (I would rather have 25 intelligent rules than 55 dumb guesses. )

6 years ago

andread

Banking & Currency

How do I input rewards money like PC points as a method of payment?

No text available

6 years ago

silvester-c

Banking & Currency

How do I renew my account

No text available

6 years ago

linda90

Banking & Currency

Does CLR or C mean it's been matched in the bank?

No text available

6 years ago

info901

Banking & Currency

How can I revert a page view to how it was previously. eg- suddenly today my employee page looks different in a way that I don't find useful,how can I change it back?

No text available

6 years ago

connect5

Banking & Currency

Job is done and paid in full and remaining payment was matched but I can't seem to be able to match the three email transfers that were sent as a deposit for the job.

Playing catch up for 2019 so I'm working backwards. Quickbooks automatically recognized all other customer deposits but not invoice deposits where the customer sent multiple instalments for a deposit on the job.

6 years ago

valantina

Banking & Currency

Can I Delete several lines at once from QB bank?

No text available

6 years ago

amitaliano

Banking & Currency

I have 6 bank accounts i and I have voucher chqs for all those accounts from Quicken. I would like to aline chqs. My quicken chqs dont qite align with Qickbooks.

No text available

6 years ago

Asmaa

Banking & Currency

Credit card reconciliation

Bonjour, J'ai fait le rapprochement de ma carte de crédit et ça match.  Mais quand je clique le compte de la carte de crédit dans la page de la Banque du logiciel, ça me montre 2 opérations à ajouter et qui sont des paiements de la carte de crédit. Sauf que j'ai déjà fait ces paiements à travers la fonction "Rembourser la carte de crédit", mais  le logiciel ne reconnaît pas les paiements pour les apparier.

6 years ago

mliscumb2615

Banking & Currency

IS there a away to delete Bank reconciliations?

No text available

6 years ago

rafching

Banking & Currency

How can I setup the account to receive money.

No text available

6 years ago

paul115

Banking & Currency

What happens to existing transactions when changing to multi-currency and changing the base currency? will pre-exiting transactions remain in original currency?

No text available

6 years ago

jjulien2014

Banking & Currency

I have heard it's wise not to attach your personal account to quickbooks, but I have a few credit card payments that I made from my personal. How do I properly reconcile?

No text available

6 years ago

lynn-rutherford

Banking & Currency

Bank reconciliation register balance does not equal the general ledger balance?

No text available

6 years ago

tatiane_borges

Banking & Currency

I'm doing ROE, and the sum of the first 14 boxes doesn't match with box 15B. How can I check the values for the 14boxes in QB? If I find the difference, how can I change?

No text available

6 years ago

scottkehler

Banking & Currency

Split Bank Deposit in Multiple Currencies

I recently deposited two cheques at my bank. One cheque was in CAD and the other was in USD. The bank grouped the two cheques into one deposit. Now in Quickbooks I am trying to match this deposit to the two invoices, but I don't know how. When I try to split the deposit and match it I can only split into CAD or USD, but not both. How can I reconcile this deposit into the two currencies?

6 years ago

judyjtcrichton

Banking & Currency

How do I cancel or void a reconcilliation

No text available

6 years ago

marissal

Banking & Currency

When i used to reconcile an account, it used to offer me a print out of the activity. No longer does this, why?

No text available

6 years ago

MCCM

Banking & Currency

How do I undo a bank reconciliation. It says that we must have our accountant do it? This was a simple process in QBD.

No text available

6 years ago

christina-dangel

Banking & Currency

Anyone having issues reconciling QB with their bank? Since March 20th my books don't balance and QBs tells me it is the institution, RBC Canada. Anyone experience same?

No text available

6 years ago

demensjulie

Banking & Currency

My bank feed has not been able to update for almost one month. I have tried a new browser, clearing my cookies, relinking the card, cannot disconnect the card either.

No text available

6 years ago

Anas1

Banking & Currency

I have 2 different business accounts and I need to manage every account separately through Quickbooks, How can I do that ?

No text available

6 years ago

traceyopperman

Banking & Currency

Do Canadian banks include HST in our day-to-day banking fees? i.e. transfer fee of $1 etc

No text available

My account isn't ready to reconcile yet. beg bal is off by $53.31. We can help you fix it. HOW do I fix it. looks ok to me

No text available

6 years ago

RaissaKhoshbin

Banking & Currency

Can I link my online banking but chose the accounts i want connected with quickbooks?

I would like to add my TD checking account and credit card BUT not include my line of credit. I do not want to hide it within the quickbooks, but rather not have it showing at all. Is it possible? I have tried with MINT and canceled their subscription since they do not allow to do that.

6 years ago

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