QuickBooks Q&A

I was unable to reply to my original post so I am including my old post and initial response from a QuickBooks member below.  After reconnecting our Bank account in QuickBooks, the system automatically created a duplicate “Opening Balance from Bank” deposit.One version of this entry is reconciled (the original, correct one), and the other is uncleared, which seems to have been generated when the bank feed reconnected. I verified in the Audit Log that our online banking connection was disabled and reconnected that same day. The strange part is that this duplicate deposit appears in reports like the Deposit Detail, but it doesn’t appear anywhere in the bank register, even when sorting by date.Because of this, the bank balance matches our actual bank account, but the QuickBooks posted balance is lower, creating a difference between the two that I have been working to resolve. We’ve confirmed this duplicate isn’t a real transaction and that it’s a system-generated place

Hi everyone, After reconnecting our Bank account in QuickBooks, the system automatically created a duplicate “Opening Balance from Bank” deposit.One version of this entry is reconciled (the original, correct one), and the other is uncleared, which seems to have been generated when the bank feed reconnected. I verified in the Audit Log that our online banking connection was disabled and reconnected that same day. The strange part is that this duplicate deposit appears in reports like the Deposit Detail, but it doesn’t appear anywhere in the bank register, even when sorting by date.Because of this, the bank balance matches our actual bank account, but the QuickBooks posted balance is lower, creating a difference between the two that I have been working to resolve. We’ve confirmed this duplicate isn’t a real transaction and that it’s a system-generated placeholder entry created by the reconnection, at least I believe so.  Has anyone else experienced this issue aft

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Hi Guys, Having an issue with the Spreadsheet Sync feature (QBO Advanced tier) Specifically the "Spreadsheet Sync" feature is not working correctly with Custom Fields ***Not Syncing Correctly from the Start*** I have created several custom fields that are not syncing into excel correctly with the Spreadsheet Sync add-in. For example, one of my custom fields is a basic list (that is transaction-based, and is allowed on the expense transaction type). This custom field is enabled for expense transactions on QBO. I have entered the custom field in some existing expenses (saved on QBO). However after the saving on QBO, when synced to excel via Spreadsheet Sync for editing existing transactions -> expenses/sales receipts (with the custom field included via selecting the “select custom field columns” section at the very bottom when generating the expense/sales receipt template), the credentials for that specific expense do not show the custom field column filled out. Custom Field’s column

  I have a marketing company that purchases marketing supplies for 7 different healthcare practices. My marketing company then invoices each individual practice for the marketing supplies that their respective practice purchased. Currently I have to have the bank transactions pull up in one window and invoices pulled up in a second window side by side so that I can create the invoice from the transaction that I am reconciling in QB so that I can transfer the correct $ amount and description of the purchase to the invoice I am creating. It seems like there should be a "create invoice" option from the Bank transaction that I am reconciling.  

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Chat support could not provide any information on my issue and directed me to immediately contact security@intuit.com. I first emailed on Oct. 7th, followed up on the 11th and now it's Oct. 24 and still no response. Is there a different way to get in contact with Security?

I am logged in as primary admin. Username is Sayali Yevale but when I close the books in QBO sandbox it throws error- You and Sayali Yevale were working on this at the same time. Sayali Yevale finished before you did, so your work was not saved.

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When using the migration method does my new computer have to have quickbooks installed to complete?

We need to reverse or correct a prior months employer paid 401k contribution as it did not get sent to the 401K administrator.

Hi there,I’m having issues importing a large batch of credit card transactions into QuickBooks Desktop.What I’ve tried:I created a CSV/Excel file with Transaction Date, Vendor, Category, and Amount — all vendors match names already in QuickBooks.QuickBooks Desktop doesn’t allow importing this format directly into credit card accounts.Support had me download a QBO file from my bank, and while it imported, only 20 out of 1,900+ transactions matched to existing vendors.The rest didn’t auto-match, and I can’t assign vendors manually unless QuickBooks recognizes them.From what I can tell, you can’t edit the QBO file to pre-define vendors/categories either.What I need help with:Is there a way to import all transactions and assign vendors/categories in bulk?Can QBO files be customized or built manually to improve vendor mapping?Are there tools you recommend that can simplify this process without editing 1,900+ lines manually?Thanks in advance for any help or suggestions.

Ridiculous. All so they can make even more money doing nothing. Will never use this again...

Can anyone help me with instructions on how to import an Excel Budget File?  We have a very extensive chart of accounts.  Our budget is broken down by each account by month.  Our budget varies considerably from year-to-year so it makes more sense to import new numbers.   Thank you

Currently Form W2 Box 12DD and Box 12FF are now editable for health plan amounts. I need to enter the letter E in Box 12 to indicate a 403b retirement plan.

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How do I turn on payment notification so we receive email notices when a client processes a payment?

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I have over a 1000 line items that need to be adjusted. I was hoping there was an import template for this purpose.

Hello! I have an employee who worked in Montana and a little in Idaho.  I recently discovered that I forgot to change his withholding back to Montana after processing an Idaho check.  So, there are four checks that have Idaho withholding, even though all the withholding should be for Montana.  How do I efficiently change the withholding back to Montana? Can I do that without voiding the checks?  Thank you!

I have PDF files, qb files, qbb files and files without an extension on a flash drive from my bookkeeper. I purchased QB online (the 19.95/ month version). Can I import her data into my startup quickbooks online account?

I am a solo consultant who does NOT bill by the hour. I have used QB desktop for Mac for 20 years for my basic accounting but the price is getting high and I'm trying to figure out which Online version makes sense for me. I have not tied my bank to QB and don't intend to. Also don't carry inventory and no payroll function needed. The main functions I use are: 1. Creating invoices (using a custom template... needs to look professional). I print to PDF and email clients... No more than 6-8 invoices per month, usually more like 4-5.2. Tracking outstanding invoices and recording payments against those invoices.3. Tracking expenses, including assigning some to clients/projects for profitability (although this is not really essential).4. Sales Tax tracking5. Reporting-P&L-Year over year comparisons- Open invoices- Revenue by Client6. An added bonus would be to assign cost of goods expenses to a client/project. I do this with QBDT Mac now, but rarely need to go back to use the data f