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briggsee
briggsee
June 9, 2021
Question

I wish I'd never changed from SAGE

  • June 9, 2021
  • 1 reply
  • 0 views

You change from the worse accounting solution(SAGE) to the best(QB), then QB decides to change the way you import bank transactions and also decides that all the bank accounts you had previously set up are no longer valid. I wish I'd never moved from sage, at least with sage you knew things would work, this lot are clowns

1 reply

Kristine Mae
Kristine Mae
June 9, 2021

We don't want our customers to feel inconvenienced, Briggsee. Let me help you.

 

QuickBooks has two ways of importing bank transactions:

Concerning the bank account that's no longer valid, can you provide us what financial institution it is? This way, I can check why you're unable to connect it.

 

In the meantime, you can check this article to help you with requesting support for your bank: Find your bank or credit card account when you connect to online banking.

 

Feel free to get back to this thread. We're around 24/7 to help you. Take care!

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