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Banking Script

The document discusses various issues with bank transactions and accounts in QuickBooks Online. It includes questions about changing bank names, updating transactions that are not showing up, transactions transferring incorrectly, splitting transactions across multiple projects and locations, and bank transactions not importing. The assistant provides guidance and suggestions on troubleshooting the issues.

Uploaded by

Christine Dela torre
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2K views2 pages

Banking Script

The document discusses various issues with bank transactions and accounts in QuickBooks Online. It includes questions about changing bank names, updating transactions that are not showing up, transactions transferring incorrectly, splitting transactions across multiple projects and locations, and bank transactions not importing. The assistant provides guidance and suggestions on troubleshooting the issues.

Uploaded by

Christine Dela torre
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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BANKING

CHANGE the Bank Name

ASK:
was it for regular online banking? for payroll? for merchant?
May I know the name of the bank from your chart of accounts?

UPDATE transaction
(Transaction are not showing up.)

ASK:
May I know the name of bank?
Is this the first time connecting your bank?
can you try to reconnect your bank?

TO DO:
- Clear cookies and cache / Tried different browser

TRANSACTION FROM THE BANK NOT SHOWING UP

ASK:
Is this the first time connecting your bank?

https://quickbooks.intuit.com/learn-support/global/import-transactions/manually-upload-transactions-into-quickbooks-
online/00/385586

CC transactions transferring incorrectly during manual charge - Transaction type - comes through as Credit card Credit,
but it should be an expense

ASK:
Was it coming from the bank page?

I ran a transaction report and all our payments are under unapplied cash payment income when they should be under
accounts receivable how do I change that?

ASK:

Was it matching from bank feeds?

How do I split a bank transaction to multiple projects?

ASK:
Was it matching from bank feeds?

How to split multiple transactions (expense) to multiple locations


Chart of account > find the account > click dropdown icon next to view register > click edit > the transaction screen will
appear

As of the moment, there isn't yet an integrated way to split a bank transaction into multiple locations. And we're also
unable to determine the exact turnaround time as to when will this feature be added, I can see how beneficial it is for
you and your business to split a bank transaction to multiple locations in QuickBooks Online (QBO). While this feature
isn't yet available, I'd recommend visiting our QuickBooks blog page from time to time. This will keep you updated with
the latest features, news, and product developments in QuickBooks.

Small Business Tips, Ideas & Resources | QuickBooks Blog (intuit.com)

bank does not import transaction

ask:
May I know what file type are you trying to import?
in qbo the

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