In your QBO account, go to the Accounting tab, then select Chart of Accounts. Find the account on the list. Select View register to get more details. Look for the opening balance entry. It should have an Opening Balance Equity in the Account column. Click on Edit to change ...
The discrepancy in the beginning balance is due to not entering an opening balance in QBO. To fix this, we'll create a journal entry to record it. Here's how: Go to the +New button. Under Other, select Journal entry. Enter a date before the oldest transacti...
You need to add the date, interest earned, and associated income account Once you have added all these details, you can hit the “Start reconciling” button. Before reconciling your credit card, ensure the opening balance in QBO matches the opening balance on your statement. Step 3: ...
The function to change your template and design forms was in Quickbooks desktop. It is no excuse to not have it in QBO. There is not even an option to ADD the Purchase Order form. This should be a number one priority for your company. FAILURE...
You can also enter the opening balance to track your transactions efficiently. Verify the details, then select Save and Close. Once done, you can now connect your bank to make it show in the Banking page. Here’s how: Go to the Chart of Accounts and ent...
Keep clicking on back arrow until you get to the pkg slip you need to edit. Then change whatever. Cheer Reply Pinkribbon518 Level 2 August 19, 2020 12:21 PM Here we are in mid 2020 and there still does not seem to be a resolution to this. The other feature that should...
Please don't hesitate to come back to this thread for additional assistance about issues with the footer, sub total and VAT balance in QBO. You can tag me in your comments and I'll be glad to help you again. Cheer Reply vibrastrike Level 1 4 w...
Now it shows "closed" in the status window and I can't figure out how to change the status to "open" so I can generate new invoices for the now un-billed time that was previously included on the now VOIDED invoice. Any direction on how to get the status back to "open" would be ...
The ONLY way I found to "Delete" the bank account was to follow these steps: 1) Delete all transactions in the account you want to delete (in my case there was just the opening balance). 2) MAKE SURE YOU DISABLE AUTOMATIC DOWNLOADS from the bank. ...
You might want to check on the filters in the bank register. The date of the recorded transaction might not have been included. Click on the funnel icon to change the filters. If the transaction is still missing, let's try the browser troubleshooting. Let's begin ...