Helo, Can you tell me if you have a video on editing an uncategorized asset that has already been reconciled. It was a venmo transfer which I do all the time and somehow the bank import did not pick this up properly and I didn't catch it before I reconciled. It was last month, May.
I don't have a specific video on that. However, uncategorized assets are recorded typically when a bank transfer was not categorized properly. You would need to look at the entry to figure out whether a duplicate transaction was recorded for the same amount.
I am having a problem correcting/changing an incorrect entry or amt. that I caught when reconciling my QB account. I originally entered it in the check register, I can edit, I can delete and void, but each time I enter the correct amount to replace it, it reverts back the the original incorrect entry. Help!
I'm not sure why that's happening. Perhaps you are forgetting to save the transaction after you change it? You may want to reach out to tech support if it continues to be a problem.
I have deleted the predefined templates in QB 15.0 including Packing Slip Template. Now if a make a packing slip from the invoice, it is completely overlapped and doesn't display the invoice information correctly. I can not even customize the packing slip template as the template has been deleted earlier. Need Help. Thanks
Hi. Thanks for commenting. You may want to contact QuickBooks Desktop technical support or talk to a QuickBooks ProAdvisor who specializes in QuickBooks Desktop. This video is about QuickBooks Online version.
How to edit the date on a bank transaction? Example: if I am paying 2019 property taxes and online banking transaction date is 1/02/20 but actually want it on 12/27/19?
You would just find the transaction in QBO and open it. Then you would change the date and save it. This may affect your bank reconciliations, so make sure that you make these changes before you do the bank reconciliation.
Hello Madam, thank you for your wonderful presentation. I have a question, I followed your instruction and did undo some of the match transactions with the bank in Quickbook online. Now those undo transactions have been voided in Quickbook. how do I bring the amount back in QuickBooks? Please help me. I shall highly appreciate it.
If you voided a transaction in QuickBooks, then you need to find the transaction and change the amount from 0 to the correct amount of the transaction.
5 Minute Bookkeeping. I did not void the transactions, I did undo the transactions I tried to match. I am new for Quickbooks online, therefore following the presentations on RUclips. All of those transactions were deposits from sales. I think I had messed up. I can’t find out the customer in undeposited fund account, which I had transferred from undeposited fund to checking account.
How do I edit a transaction that has been paid ? The amount is correct. I forgot to add the check # and under the Payee Account tab it says undeposited funds instead of accounts receivable. A/R.
If you are referring to a customer payment. The account should say Undeposited Funds. It should not say Accounts Receivable. You can open the Deposit transaction and add the check number. Then save and close.
Do you have a video on how to handle "Direct Deposit Intuit" bank feed records that include credit card payment deposits that were voided out at a later date?
I don't. If you're not a member of my Facebook group, I invite you to join. You can ask this question in the group. The link to join is in the description box.
@@5MinuteBookkeeping Thank you! I'm just getting started with QBO, so really appreciate all the resources you have taken the time and energy to provide.
Hi Sheila. You would need to add it back to QBO. If you added it initially from the bank feed, find the transaction in the bank feed and add it back to QBO. Then go into the bank reconciliation to mark it as reconciled.
You would need to delete or unapply the customer payment that has been posted against the invoice. Open the invoice and look for the link to the customer payment on the upper right of the invoice (underlined). Click on the link to see the customer payment and unapply it from the invoice.
HOW DO I EDIT OR DELETE A SPLIT IN THE CATEAGORY TRANSACTION IN QUICKBOOKS ONLINE? UNDER EXPENSES, WHEN I INTER COST OF GOODS SOLD IN EACH COLUMN TO THE SAME VENDER; THEN I GO TO SEE EXPESNCE TRANSACTION IT CHANGED IT TO SPLIT IN THE CATEGORY INSTEAD OF IT STATING COST OF GOODS SOLD. HOW CAN I CHANGE IT TO STATE COST OF GOODS SOLD FOR EACH EXPENSE UNDER THE SAME VENDER OR DOES IT STAY AS A SPLIT AND WHY? PLEASE, I NEED HELP AND IF ANYONE KNOWS HOW TO CHANGE OR EXPLAIN TO ME WHY ITS DOSE THIS, LET ME KNOW....THANK YOU, MUCH APPRICATED. MAYBE I DIDNT ENTER THE CHECK NUMBERS TWICE... GOODNESS LITTLE OLD ME, NEW AT THIS. LOL
I REFERRING TO EXPENSE TRANSACTIONS. I NOTICED WHEN GOING TO REENTER A NEW TRANSACTION/EXPENSE AND I USE THE SAME VENDOR A POP UP COMES UP. ASKING ME "DO YOU WANT TO PREFILL THIS EXPENSE AND OVER WRITE YOUR ENTERIES USING VALUES FROM THIS CONTACT'S LAST EXPENSE?" I RECALL TABING YES, SO WHEN I GO BACK TO SEE ALL MY EXPENSE TRANSACTIONS. I NOTICE FOR THAT PAYEE AND ITS CATEGORY HAS CHANGED TO SPLIT INSTEAD OF ENTERIES BEING INDIVIDUALY SHOWING A COST OF GOODS SOLD FROM THAT SAME VENDOR, INSTEAD IT GROUPED THEM AND CATEGORIZED IT AS SPLIT AND GIVING ME A TOTAL COST. HOW CAN I CHANGE THE GROUPING/SPLIT TO COST OF GOODS SOLD/INDIVDULIZING THEM? HOPE I ANSWERED THE QUESTION BETTER. SMILIING AT YOU! THANK YOU, FOR YOUR TIME... YOLANDA
I JUST WORKED IN REENTERING A NEW TRANSACTION/EXPENSE WITHOUT ANY POP UP, SO I GUESS THATS NOT THE PROBLE. IT HAPPENED AGAIN ON ANOTHER PAYEE/CATEGORY CHANGED TO SPLIT INSTEAD OF IT STAYING COST OF GOODS SOLD. OH MY! THANKS FOR YOUR REPLY AND TIME. YOLANDA
Hi. This video was recorded using an older version of QuickBooks Online. You will still find the menus from the left navigation bar and from the + New button.
I appreciate all your short videos, thank you so very much.
Glad you like them!
Helo, Can you tell me if you have a video on editing an uncategorized asset that has already been reconciled. It was a venmo transfer which I do all the time and somehow the bank import did not pick this up properly and I didn't catch it before I reconciled. It was last month, May.
I don't have a specific video on that. However, uncategorized assets are recorded typically when a bank transfer was not categorized properly. You would need to look at the entry to figure out whether a duplicate transaction was recorded for the same amount.
Is there a way to delete the ship to field on all invoices? I don't want any ship to info on our invoices?
Hi. You may see if you can turn off that field in Account and Settings. It is the Gear Icon from the upper right hand corner.
it helps me a lot thanks for sharing this video
Glad to hear that.
I am having a problem correcting/changing an incorrect entry or amt. that I caught when reconciling my QB account. I originally entered it in the check register, I can edit, I can delete and void, but each time I enter the correct amount to replace it, it reverts back the the original incorrect entry. Help!
I'm not sure why that's happening. Perhaps you are forgetting to save the transaction after you change it? You may want to reach out to tech support if it continues to be a problem.
Hi, do you have a video that move the expenses to balance sheet (operating expenses convert to fixed asset)? Thank you!
No, but you can open the transaction and edit the account category. Change the account category to a fixed asset account and save the transaction.
a printed a check and the date on the check is correct. but go back to the "bill" Payment date is wrong?
Hi Sarah. I don't know why that happened. Hopefully you've figured it out. If not, check with QBO tech support.
should voided transactions have the journaled entry showing the amount going back into the account?
When you void a transaction in QBO, it does not record a journal entry. It merely changes the amount of the transaction to 0.
I have deleted the predefined templates in QB 15.0 including Packing Slip Template. Now if a make a packing slip from the invoice, it is completely overlapped and doesn't display the invoice information correctly. I can not even customize the packing slip template as the template has been deleted earlier. Need Help. Thanks
Hi. Thanks for commenting. You may want to contact QuickBooks Desktop technical support or talk to a QuickBooks ProAdvisor who specializes in QuickBooks Desktop. This video is about QuickBooks Online version.
hello mam, i have deleted some of my transaction in quickbooks ,will the deleted transaction show in passbook entry??????
Deleted transactions will not show up in the checkbook or reports.
How to edit the date on a bank transaction? Example: if I am paying 2019 property taxes and online banking transaction date is 1/02/20 but actually want it on 12/27/19?
You would just find the transaction in QBO and open it. Then you would change the date and save it. This may affect your bank reconciliations, so make sure that you make these changes before you do the bank reconciliation.
Correcting Customer Payments, deposits and Undeposited Funds in QBO?
How can i undo filing of tax return? Because it is wrong. I can’t delete the journal entry. It says i can only edit the date.
Hello Madam, thank you for your wonderful presentation. I have a question, I followed your instruction and did undo some of the match transactions with the bank in Quickbook online. Now those undo transactions have been voided in Quickbook. how do I bring the amount back in QuickBooks? Please help me. I shall highly appreciate it.
If you voided a transaction in QuickBooks, then you need to find the transaction and change the amount from 0 to the correct amount of the transaction.
5 Minute Bookkeeping. I did not void the transactions, I did undo the transactions I tried to match. I am new for Quickbooks online, therefore following the presentations on RUclips. All of those transactions were deposits from sales. I think I had messed up. I can’t find out the customer in undeposited fund account, which I had transferred from undeposited fund to checking account.
hello dear, my bank account is not connected to QBO, how can I manually enter this transactions into QBO.
Hi Stephen. Check out my full QBO tutorials on my blog at 5MinuteBookkeeping.com. You can learn how to use QBO for free.
Hi can you tell me how to delete multiple invoices in QBO simple?
You can use a transaction deleter tool like SAASant or Transaction Pro Deleter.
How can I edit my transactions if it was entered as a Bill, but should be entered as an Expense? Does this matter?
You can delete the Bill and enter an Expense instead.
Thanks you. Still helpful in 2018.
You're welcome! Glad you found it helpful :)
How do I edit a transaction that has been paid ? The amount is correct. I forgot to add the check # and under the Payee Account tab it says undeposited funds instead of accounts receivable. A/R.
If you are referring to a customer payment. The account should say Undeposited Funds. It should not say Accounts Receivable. You can open the Deposit transaction and add the check number. Then save and close.
Do you have a video on how to handle "Direct Deposit Intuit" bank feed records that include credit card payment deposits that were voided out at a later date?
I don't. If you're not a member of my Facebook group, I invite you to join. You can ask this question in the group. The link to join is in the description box.
@@5MinuteBookkeeping Thank you! I'm just getting started with QBO, so really appreciate all the resources you have taken the time and energy to provide.
I accidentally deleted a transaction that was already reconciled. What can I do to fix this?
Hi Sheila. You would need to add it back to QBO. If you added it initially from the bank feed, find the transaction in the bank feed and add it back to QBO. Then go into the bank reconciliation to mark it as reconciled.
Thank you very much!
You're welcome :)
How do you fix an invoice that is marked paid and it's not
You would need to delete or unapply the customer payment that has been posted against the invoice. Open the invoice and look for the link to the customer payment on the upper right of the invoice (underlined). Click on the link to see the customer payment and unapply it from the invoice.
How come mine doesn’t look like this? I tried and this didn’t work
Are you using QuickBooks Online version?
HOW DO I EDIT OR DELETE A SPLIT IN THE CATEAGORY TRANSACTION IN QUICKBOOKS ONLINE? UNDER EXPENSES, WHEN I INTER COST OF GOODS SOLD IN EACH COLUMN TO THE SAME VENDER; THEN I GO TO SEE EXPESNCE TRANSACTION IT CHANGED IT TO SPLIT IN THE CATEGORY INSTEAD OF IT STATING COST OF GOODS SOLD. HOW CAN I CHANGE IT TO STATE COST OF GOODS SOLD FOR EACH EXPENSE UNDER THE SAME VENDER OR DOES IT STAY AS A SPLIT AND WHY? PLEASE, I NEED HELP AND IF ANYONE KNOWS HOW TO CHANGE OR EXPLAIN TO ME WHY ITS DOSE THIS, LET ME KNOW....THANK YOU, MUCH APPRICATED. MAYBE I DIDNT ENTER THE CHECK NUMBERS TWICE... GOODNESS LITTLE OLD ME, NEW AT THIS. LOL
Hi. Can you clarify which transaction you are referring to in QuickBooks and what specifically you are looking at?
I REFERRING TO EXPENSE TRANSACTIONS. I NOTICED WHEN GOING TO REENTER A NEW TRANSACTION/EXPENSE AND I USE THE SAME VENDOR A POP UP COMES UP. ASKING ME "DO YOU WANT TO PREFILL THIS EXPENSE AND OVER WRITE YOUR ENTERIES USING VALUES FROM THIS CONTACT'S LAST EXPENSE?" I RECALL TABING YES, SO WHEN I GO BACK TO SEE ALL MY EXPENSE TRANSACTIONS. I NOTICE FOR THAT PAYEE AND ITS CATEGORY HAS CHANGED TO SPLIT INSTEAD OF ENTERIES BEING INDIVIDUALY SHOWING A COST OF GOODS SOLD FROM THAT SAME VENDOR, INSTEAD IT GROUPED THEM AND CATEGORIZED IT AS SPLIT AND GIVING ME A TOTAL COST.
HOW CAN I CHANGE THE GROUPING/SPLIT TO COST OF GOODS SOLD/INDIVDULIZING THEM? HOPE I ANSWERED THE QUESTION BETTER. SMILIING AT YOU!
THANK YOU, FOR YOUR TIME... YOLANDA
I JUST WORKED IN REENTERING A NEW TRANSACTION/EXPENSE WITHOUT ANY POP UP, SO I GUESS THATS NOT THE PROBLE. IT HAPPENED AGAIN ON ANOTHER PAYEE/CATEGORY CHANGED TO SPLIT INSTEAD OF IT STAYING COST OF GOODS SOLD. OH MY! THANKS FOR YOUR REPLY AND TIME. YOLANDA
Are people still using this version? Mine looks totally different. There is no transactions button.. lol
Hi. This video was recorded using an older version of QuickBooks Online. You will still find the menus from the left navigation bar and from the + New button.