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Home
QuickBooks Q&A (CA)
Banking & Currency

Banking & Currency

Banking & Currency

1,836 Topics
3,032 Replies

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1836 Topics

asked in Banking & Currency

Is there a reason why Servus Credit Union bank and mastercard feeds are not connecting?

I have two clients who are having issues with re-connecting their bank feeds, especially the MasterCards.  Both of them bank with Servus Credit Union.

21

asked in Banking & Currency

How do you find the rounding formula that QBO uses for numbers? It often doesn't match my excel spreadsheets and I want to see if I can get excel to match it.

No text available

21

asked in Banking & Currency

How to connect the bank to my QBO account. It used to work, not working now

The qbo account is connected to the bank account, but the information feed/download is not working.  What do I do?

33

GolferGirlNew Member

asked in Banking & Currency

Why do I have to have project start and end dates in QBOA but not in my clients' books? It's very annoying when I don't NEED start and end dates!

No text available

21

info-pelouseroya

asked in Banking & Currency

What am I supposed to do when I can’t link my bank account with my quickbooks account? It says that my bank account is linked with a quickbooks account

I just subscribed to quickbook. Never had an account before.

72

abouttimecleanin

asked in Banking & Currency

Why can't i link my bank account? i called the bank and they said everything is fine on their end

No text available

11

tlindemann-ppsla

asked in Banking & Currency

The bank feed will not update and there is no option coming up to connect to bank. Is this a glitch? How do I fix this?

No text available

62

burbcityservices

asked in Banking & Currency

Scotia bank accounts last updated on March 20th. I contacted QBO 2 weeks ago and they said they were working in it. Still nothing. Still paying for a useless service.

No text available

74

invoicing-dmjcoa

asked in Banking & Currency

I Have two companies set up ....the first one would not complete the set up and take my payment how do I delete it?

No text available

31

asked in Banking & Currency

Can't add my secondary bank account to quickbooks

want to add a secondary bank account and it keeps giving me a error

11

asked in Banking & Currency

Error: The account "Savings USD" is not set in the Home Currency. Credit Card Payment accepts accounts only in the Home Currency.

Hello, I am trying to reconcile a credit card payment from my USD bank account (Savings USD) to my USD credit card but I am receiving the following error message: The account "Savings USD" is not set in the Home Currency. Credit Card Payment accepts accounts only in the Home Currency. My account is multi currency with CAD as my home currency. How can I reconcile a payment to my USD credit card? Thank you

51

asked in Banking & Currency

Can't connect to my CC because I don't have an account at that bank . There has to be a work around.

No text available

11

mxu-dtsadvance-c

asked in Banking & Currency

Our payroll was rejected by bank due to fraud case, we changed our bank information now. what we should to do now ?

No text available

31

asked in Banking & Currency

Bank Balance as per bank reconciliation doesn't match with bank balance as per balance sheet. Reconciliation is done and there are no pending transactions

Bank Register balance as per Reconciliation report doesn't match with bank balance as per Balance sheet

01

argrottoli-shaw-

asked in Banking & Currency

Can you connect to TD commercial banking

No text available

242

asked in Banking & Currency

Hello,I have manually uploaded transactions into the bank account but they came in a wrong order: deposits into spent. How can I delete them ? Thank you.

I am a new user

01

katie-wheatlandf

asked in Banking & Currency

I seem to be missing a whole month on my bank feed. How do you get this fixed?

I am currently working on 2022 year.  Was going to look for November bank feed and it goes from October right to December?  how do i get this fixed?

132

asked in Banking & Currency

How do I manually add a credit card charge that did not appear in my reconcile window. (It's not in the downloaded transactions either)

No text available

31

curtis-republicp

asked in Banking & Currency

Payment in review2023-04-10Visa *0183$632.50Fee: $18.59View payment #92Payment #92 deposit delayed2023-04-12The Bank Of Nova Scotia 8614$632.50What does this mean?

No text available

11

outskirts-water-

asked in Banking & Currency

Can someone please assist me?When recording payment in the QBO mobile app (android)I do not have a "deposit to" field to choose accounts; defaults to Undeposited funds

I would be grateful for any assistance Thanks in advance

21

asked in Banking & Currency

Our accountant asked for all information from 2020 to be deleted from our Bank accounts and credit cards can Quickbooks delete these ?

No text available

22

chrome-vancityva

asked in Banking & Currency

My credit card opening balance is showing as a negative at the start of reconciling. How do I make it a positive number, not negative?

For example, the opening balance should be $200.00, but it is showing as -$200 on the reconciliation screen. I have gone to the entry in the chart of accounts, and there is only one spot to enter the balance amount. I am not sure how to fix this. Thank you!

51

asked in Banking & Currency

Yesterday I deleted a bank account that has not existed for 7 yrs. First I deleted each transaction. Now my sales tax figure has skyrocketed! How can I fix this?

The reason this old bank account was still in my QB is because I had switched banks 7 years ago and then I wasn't able to delete the old one so it was left with its balance and transaction history.I have no idea how to rectify the situation now 😞 Hope you can help.

11

asked in Banking & Currency

My beginning balance doesn't reconcile for my new bank rec because of a voided cheque. Can anyone help me fix this?

The cheque in question was originally posted in Oct 2022 and So voiding it threw everything out.

21

allweatherexteri

asked in Banking & Currency

I received an email stating that my money would be deposited Tuesday morning, today, and it still isn’t deposited?

No text available

01

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