Click the "Continue" button to open the Reconcile window, and then select the "Hide Transactions After the Statement's End Date" check box. Click each transaction in the window that appears on the credit card statement. Clicking on a transaction places a check mark next to it and automatical...
Your QuickBooks customer data contains highly sensitive information that may include your customers’ personal and banking details, such as high-risk credit card numbers. If an unauthorized person or cybercriminal gains access to that data, your business and customers may get in trouble. The cases ...
Voiding the check Entering the GJ entry dated the same date as the original check (credit checking / debit expense account). Reverse the GJ entry in the current period Clear the voided check and the 2 reversing GJ posting to Checking account so that they no longer appear...
Customize Preferences: Take some time to explore the preferences and settings in Quickbooks. Here, you can adjust preferences related to currency, date format, tax settings, and more. Once you’ve completed these steps, you’ll have a fully set up Quickbooks account, ready to help you streamli...
Also, you can check this article to learn how to create rules to help QuickBooks match your Bank Feeds transactions in QBDT:Create rules to categorize transactions in QuickBooks Desktop. If you have other questions about importing files in QBDT, pleaseleave a...
File your check copies with your paid invoices or bills if you are using duplicate or triplicate form checks. If you do not have check copies, note the check number, date and payment amount on each paid invoice before filing. When you set up a new checking account in QuickBooks, you're...
Read this also:How to Fix QuickBooks Error 17337? Solution 2:Check the date & time of the file location in your System In Windows 7: If you are a Windows 7 user, you need follow the below points as described here: First of all, open your computer system and double-click on the date...
Click on Connect in the Accounting tab in Fundbox Sync Manager and add the business verification details. If both Fundbox Sync Manager and QuickBooks Desktop are up to date, running, and syncing, there should be a green checkmark on both the Fundbox and Accounting tabs of Fundbox Sync Manager...
Late fees in QuickBooks serve as a mechanism to encourage timely payments from customers and clients. When an invoice surpasses its due date, QuickBooks can automatically apply a late fee to incentivize prompt settlement of outstanding balances. This feature not only helps businesses maintain a health...
In the Date To field, choose the present date. Click OK. Check the discrepancies in the report generated. Edit the transaction if you feel the entered data is inapt. Check for Reconciliation Adjustments You can check for discrepancies here but you cannot make the changes yourself. It is impor...