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QuickBooks Q&A
Banking & Currency

Banking & Currency

1,820 Topics
3,011 Replies

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1820 Topics

My client does not wish to have bank account and credit card connection to quickbooks. How do I cancel this option.

No text available

6 years ago

stephen4

Banking & Currency

How should I enter shareholder deposits?

We deposited personal funds to the business account to cover an expense. How should this be entered in QB?

Fees on Reconciliation

This month we have both interest charges and late fees. How do I enter them separately on the reconciliation?

6 years ago

Joyell

Banking & Currency

non matching staring bank acct

In October I reconciled my bank acct. but had one deposit that I did not have evidence of making. I found the source of the income and changed the deposit to a customer payment. Now my starting bank balance for Dec doesn't match with what the bank has. I need to know how to fix

6 years ago

wendyshard

Banking & Currency

I missed the month of May 2018 reconciliation. I am trying to reconcile now but can't change the beginning balance to match May's bank. In edit info, it won't allow me.

No text available

6 years ago

leni1

Banking & Currency

I reconciled Nov. Then my co-worker made 3 changes, now my December beginning balance is inaccurate and the 3 entries are showing up in my reconciliation window, help?

No text available

6 years ago

treasurer64

Banking & Currency

How do I go about reprinting old reconciliations

No text available

6 years ago

joey7

Banking & Currency

Bank - MATCH in the bank feeds

Why is it I can't find the MATCH button in my bank feeds, please note this is USD currency. I can't use that feature to match the payment to my invoice. 

6 years ago

LGylden

Banking & Currency

Downloaded bank feed not reporting cheque number

Since the update to QB Desktop 2020, we have noticed that the Downloaded bank (Scotiabank)  transactions is not including the cheque number when info is read into software.  This is causing problems with matching.  Software will not allow you to manually match the transactions since there is no cheque number in the file uploaded and displayed in the bank feed.   This is a bug as there was never an issue before the update to 2020 version.

6 years ago

jlmorganinc

Banking & Currency

How to start reconciling when only option is how to connect accounts. They are connected

No text available

6 years ago

pmadsen

Banking & Currency

Can you enter more than one bank account an different banks under one company

No text available

6 years ago

mmichaelis1951

Banking & Currency

I received a deposit from my credit card company for $96.13 representing $485.13 payment on one A/R less credit on another account $389. I cannot determine how to post.

No text available

6 years ago

b_kirschner

Banking & Currency

Adjusting dates on a previously completed bank reconciliation

I was going to do my next round of reconciliations, but I realized that last month, I put the wrong year. It is showing that I've reconciled the account up to November 2020 but it should be November 2019. How do I adjust the date to get the right one in there so I can move on and keep reconciling without deleting the reconciliation? 

6 years ago

gswar

Banking & Currency

At month end, our credit card supplier charges us all their fees, we sometimes end up with a withdrawal from our account versus a deposit. How to handle this is QBO?

No text available

6 years ago

debmosley

Banking & Currency

How to enter a bank credit?

No text available

6 years ago

DorothyS-