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bank: How do I remove reconciliation discrepancies that are showing on my chart of accounts? I un-reconciled all of the bank statements to a prior period and correctly reconciled them in QBO to match the bank statements. But that process did not remove the entries from the chart of account reconcilation discrepancies report. Thank you, Debbie

Go to your chart of accounts. Find the reconciliation discrepancy account. Click to expand as a report. And then edit and delete each transaction to that account. Be careful doing this, however, as if any of these are from a closed fiscal period.  You don’t want to disturb that. You May […]

Resolution for 'bank issue: 'How do I remove reconciliation discrepancies that are showing on my chart of accounts? I un-reconciled all of the bank statements to a prior period and correctly reconciled them in QBO to match the bank statements. But that process did not remove the entries from the chart of account reconcilation discrepancies report. Thank you, Debbie' available: Yes.

The bank issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the bank issue yourself by looking for a resolution described in the article. If it is a complex bank issue or you are unable to solve the issue, you may contact us by clicking here or by using other bank support options.

For more information about resolving issues related to bank in Quickbooks/QBO or to get support for the issue 'How do I remove reconciliation discrepancies that are showing on my chart of accounts? I un-reconciled all of the bank statements to a prior period and correctly reconciled them in QBO to match the bank statements. But that process did not remove the entries from the chart of account reconcilation discrepancies report. Thank you, Debbie', click the link below:

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bank: How can I match a split transaction (Deposit) to an undeposited invoice payment? In the 1 payment downloaded from my bank there are 2 payments and one invoice payment.

Matching a split payment to an invoice is currently unavailable. To close the transaction, you’ll have to exclude the downloaded amount and enter another deposit.

To exclude:

 

  1. On the left panel of your company, click on the Banking menu and pick Banking to find the transaction.
  2. In the Bank and Cards […]

Resolution for 'bank issue: 'How can I match a split transaction (Deposit) to an undeposited invoice payment? In the 1 payment downloaded from my bank there are 2 payments and one invoice payment.' available: Yes.

The bank issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the bank issue yourself by looking for a resolution described in the article. If it is a complex bank issue or you are unable to solve the issue, you may contact us by clicking here or by using other bank support options.

For more information about resolving issues related to bank in Quickbooks/QBO or to get support for the issue 'How can I match a split transaction (Deposit) to an undeposited invoice payment? In the 1 payment downloaded from my bank there are 2 payments and one invoice payment.', click the link below:

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bank: I normally prepare pays the day before payday and then make the payments to the bank the next morning. Can I submit the STP one day early?

Yes, you can submit a pay event (STP) from the time you finalise a pay run up until the day you ordinarily pay your employees

Resolution for 'bank issue: 'I normally prepare pays the day before payday and then make the payments to the bank the next morning. Can I submit the STP one day early?' available: Yes.

The bank issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the bank issue yourself by looking for a resolution described in the article. If it is a complex bank issue or you are unable to solve the issue, you may contact us by clicking here or by using other bank support options.

For more information about resolving issues related to bank in Quickbooks/QBO or to get support for the issue 'I normally prepare pays the day before payday and then make the payments to the bank the next morning. Can I submit the STP one day early?', click the link below:

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bank: Chart of Account numbering: Can I add decimal points or letters to account numbers?

You’ll be glad to know that you can add a decimal point or letters to the account number on your Chart of Accounts. Simply edit the account number and enter the desired information.

 

Let me show you how:

  1. Go to the Lists menu, then select Chart of Accounts.
  2. Right-click the sub-account, […]

Resolution for 'bank issue: 'Chart of Account numbering: Can I add decimal points or letters to account numbers?' available: Yes.

The bank issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the bank issue yourself by looking for a resolution described in the article. If it is a complex bank issue or you are unable to solve the issue, you may contact us by clicking here or by using other bank support options.

For more information about resolving issues related to bank in Quickbooks/QBO or to get support for the issue 'Chart of Account numbering: Can I add decimal points or letters to account numbers?', click the link below:

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bank: Business Income not showing in “Tax Summary”

Categorizing transactions from bank, or entering and categorizing them manually should work the same. I’d recommend reaching out to our Chat team to check this further. They have tools to view your setup and find the root cause of this behavior.

 

  1. Click on Help and select Contact us.
  2. Write a short […]

Resolution for 'bank issue: 'Business Income not showing in “Tax Summary”' available: Yes.

The bank issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the bank issue yourself by looking for a resolution described in the article. If it is a complex bank issue or you are unable to solve the issue, you may contact us by clicking here or by using other bank support options.

For more information about resolving issues related to bank in Quickbooks/QBO or to get support for the issue 'Business Income not showing in “Tax Summary”', click the link below:

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bank: I just started quickbooks 2019 but I have a previous balance in my account from 2018. How do I add this to balance my quickbooks with the bank?

Allow me to step in and help contribute additional information to our Community Backer’s answer.

 

If you want to increase your bank account’s balance, you’ll debit the bank and credit the Opening Balance Equity. However, if you need to decrease your bank account’s balance, you’ll have to credit bank and debit […]

Resolution for 'bank issue: 'I just started quickbooks 2019 but I have a previous balance in my account from 2018. How do I add this to balance my quickbooks with the bank?' available: Yes.

The bank issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the bank issue yourself by looking for a resolution described in the article. If it is a complex bank issue or you are unable to solve the issue, you may contact us by clicking here or by using other bank support options.

For more information about resolving issues related to bank in Quickbooks/QBO or to get support for the issue 'I just started quickbooks 2019 but I have a previous balance in my account from 2018. How do I add this to balance my quickbooks with the bank?', click the link below:

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bank: Banking Alert won’t go away

As of this time, there isn’t an option to remove banking alerts in QuickBooks Online.

 

This is to notify our users like you since we continue to receive updates from your bank.

 

In the meantime, I’d recommend contacting our Customer Care Support. This way, you’ll be able to confirm if there’s a […]

Resolution for 'bank issue: 'Banking Alert won’t go away' available: Yes.

The bank issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the bank issue yourself by looking for a resolution described in the article. If it is a complex bank issue or you are unable to solve the issue, you may contact us by clicking here or by using other bank support options.

For more information about resolving issues related to bank in Quickbooks/QBO or to get support for the issue 'Banking Alert won’t go away', click the link below:

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