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company setup: Can banking data be imported if company setup was effective 18/7 but info exists prior from Feb?

You’ll want to check with your bank first if they can provide a copy of the bank transactions. If they do, you can import the transactions using .CSV file.

There’s a format you need to follow to import the data successfully. You can check this article to know more about the formatting: 

Resolution for 'company setup issue: 'Can banking data be imported if company setup was effective 18/7 but info exists prior from Feb?' available: Yes.

The company setup 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 company setup issue yourself by looking for a resolution described in the article. If it is a complex company setup issue or you are unable to solve the issue, you may contact us by clicking here or by using other company setup support options.

For more information about resolving issues related to company setup in Quickbooks/QBO or to get support for the issue 'Can banking data be imported if company setup was effective 18/7 but info exists prior from Feb?', click the link below:

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company setup: I am a small business. I am the manufacturer, wholesaler, and retailer of all our products. Is this a one company setup or three company setup? How to execute this?

You would only set up 3 companies if you file 3 tax returns. Otherwise you can allocate your divisions by […]

Resolution for 'company setup issue: 'I am a small business. I am the manufacturer, wholesaler, and retailer of all our products. Is this a one company setup or three company setup? How to execute this?' available: Yes.

The company setup 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 company setup issue yourself by looking for a resolution described in the article. If it is a complex company setup issue or you are unable to solve the issue, you may contact us by clicking here or by using other company setup support options.

For more information about resolving issues related to company setup in Quickbooks/QBO or to get support for the issue 'I am a small business. I am the manufacturer, wholesaler, and retailer of all our products. Is this a one company setup or three company setup? How to execute this?', click the link below:

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company setup: leasing company setup for quickbooks

I just answered a similar question. See if this helps, even though it might need to be modified for “lease vs sale.”

You enter the Lease as a sale and then offset the Unpaid invoice, using an Other Charge type item linked to an Other Asset account, on a Credit Memo. […]

Resolution for 'company setup issue: 'leasing company setup for quickbooks' available: Yes.

The company setup 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 company setup issue yourself by looking for a resolution described in the article. If it is a complex company setup issue or you are unable to solve the issue, you may contact us by clicking here or by using other company setup support options.

For more information about resolving issues related to company setup in Quickbooks/QBO or to get support for the issue 'leasing company setup for quickbooks', click the link below:

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company setup: Should I include former pay for an employee in a new company setup?

Paying taxes and filling payroll forms depends on the EIN (Employer ID Number) of the business. If the second company has a different EIN, you may not need to include the former pay of the same employee. You can setup a whole new record for them.

Let me provide you an […]

Resolution for 'company setup issue: 'Should I include former pay for an employee in a new company setup?' available: Yes.

The company setup 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 company setup issue yourself by looking for a resolution described in the article. If it is a complex company setup issue or you are unable to solve the issue, you may contact us by clicking here or by using other company setup support options.

For more information about resolving issues related to company setup in Quickbooks/QBO or to get support for the issue 'Should I include former pay for an employee in a new company setup?', click the link below:

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company setup: When I log into Quickbooks Online, why is it asking me to complete the company setup again?

Current status (6/17/2016) – Our teams are still investigating this issue to determine the cause. In the interim, please utilize the workaround and thank you for your patience.

Users are logging into QuickBooks Online and are being prompted to fill out the Company Setup again. Upon completing the setup, they […]

Resolution for 'company setup issue: 'When I log into Quickbooks Online, why is it asking me to complete the company setup again?' available: Yes.

The company setup 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 company setup issue yourself by looking for a resolution described in the article. If it is a complex company setup issue or you are unable to solve the issue, you may contact us by clicking here or by using other company setup support options.

For more information about resolving issues related to company setup in Quickbooks/QBO or to get support for the issue 'When I log into Quickbooks Online, why is it asking me to complete the company setup again?', click the link below:

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company setup: When I log into Quickbooks Online, why is it asking me to complete the company setup again?

Current status (6/3/2016) – While our team is still working to resolve this issue, we do have a workaround option in the meantime. Thank you for your patience.

Users are logging into QuickBooks Online and are being prompted to fill out the Company Setup again. Upon completing the setup, they […]

Resolution for 'company setup issue: 'When I log into Quickbooks Online, why is it asking me to complete the company setup again?' available: Yes.

The company setup 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 company setup issue yourself by looking for a resolution described in the article. If it is a complex company setup issue or you are unable to solve the issue, you may contact us by clicking here or by using other company setup support options.

For more information about resolving issues related to company setup in Quickbooks/QBO or to get support for the issue 'When I log into Quickbooks Online, why is it asking me to complete the company setup again?', click the link below:

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company setup: When I log into Quickbooks Online, why is it asking me to complete the company setup again?

Current status (5/20/2016) – Our team is still working to resolve this issue. Thank you for your patience.

Users are logging into QuickBooks Online and are being prompted to fill out the Company Setup again. Upon completing the setup, they are redirected to the Company Setup screen.

If you are experiencing […]

Resolution for 'company setup issue: 'When I log into Quickbooks Online, why is it asking me to complete the company setup again?' available: Yes.

The company setup 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 company setup issue yourself by looking for a resolution described in the article. If it is a complex company setup issue or you are unable to solve the issue, you may contact us by clicking here or by using other company setup support options.

For more information about resolving issues related to company setup in Quickbooks/QBO or to get support for the issue 'When I log into Quickbooks Online, why is it asking me to complete the company setup again?', click the link below:

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company setup: When I log into Quickbooks Online, why is it asking me to complete the company setup again?

Current status (3/23/2016) – Our engineers are still working to determine the root cause of this issue.  We appreciate your patience. 

Next update – We will provide another update by 7 AM MST on 3/25/2016. 

Users are logging into Quickbooks Online and are being prompted to fill out the Company Setup again. […]

Resolution for 'company setup issue: 'When I log into Quickbooks Online, why is it asking me to complete the company setup again?' available: Yes.

The company setup 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 company setup issue yourself by looking for a resolution described in the article. If it is a complex company setup issue or you are unable to solve the issue, you may contact us by clicking here or by using other company setup support options.

For more information about resolving issues related to company setup in Quickbooks/QBO or to get support for the issue 'When I log into Quickbooks Online, why is it asking me to complete the company setup again?', click the link below:

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