How do you line item each transfer after it is in QBO? We are allocating to various line items when we do the transfers between accounts. Is this done by separate journal entry?
To delete a customer payment that has been applied to an invoice and then shown as deposited you need to first delete the bank deposit (this returns the customer payment to "undeposited funds") and then delete the customer payment. Don't delete the deposit if it has already been marked as cleared on your last bank reconciliation.
Simple question: I have a monthly invoice for a business I provide services too. Can I (how do I) change which of my bank accounts in QBO the $$ goes in to? Thanks!
In the "Receive Payment" screen where you record the customer payment of an invoice you can designate a bank account to deposit the payment in the "Deposit to" field. Here is our tutorial on how to receive payments in QuickBooks: fitsmallbusiness.com/how-to-receive-payments-in-quickbooks-online/
The problem with this process is the bank you transferred from shows up in your Financials. So when you only have transfers, it's a negative number and my financials are incorrect.
And how do you transfer from Quickbooks Cash account into Business Checking account? Thx
How do you line item each transfer after it is in QBO? We are allocating to various line items when we do the transfers between accounts. Is this done by separate journal entry?
How about if l want to transfer money from my business account to my personal account? How l can do that on qb
Hello, how can i fix a wrong cutomer payment and deposit on QB online, please let me know
To delete a customer payment that has been applied to an invoice and then shown as deposited you need to first delete the bank deposit (this returns the customer payment to "undeposited funds") and then delete the customer payment. Don't delete the deposit if it has already been marked as cleared on your last bank reconciliation.
Simple question: I have a monthly invoice for a business I provide services too. Can I (how do I) change which of my bank accounts in QBO the $$ goes in to? Thanks!
In the "Receive Payment" screen where you record the customer payment of an invoice you can designate a bank account to deposit the payment in the "Deposit to" field. Here is our tutorial on how to receive payments in QuickBooks: fitsmallbusiness.com/how-to-receive-payments-in-quickbooks-online/
How do I actually transfer it not record it
SOOO!!! How To Transfer Funds Between Bank Accounts in QuickBooks?
The problem with this process is the bank you transferred from shows up in your Financials. So when you only have transfers, it's a negative number and my financials are incorrect.
"How To Transfer Funds Between Bank Accounts in QuickBooks Online"
If the money doesn't actually move, then you need to change your title.