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Bob Coppedge
June 4, 2021
Question

bank transactions add more details not working

  • June 4, 2021
  • 3 replies
  • 0 views

Ok, I have QB desktop with 2 users.  On both users, I can't match banking transactions.  I download and import transactions successfully.  I then select a deposit (made of several checks) and underneath Action select "Add More Details".  For the past month I can't select any of the undeposited funds (on either desktop).  I used to be able to double click on the item and it would be added to the Deposit List.  I finally found a hidden space to the left of the Date field.  If I clicked on that I could then hit the space bar which would add the item to the "Deposit List".  But when I then click "Add to Quickbooks" I get "Error: Cannot acquire the Feature Lock".

 

I made sure (as best as I can) that my desktop at least is patched to the latest version.

 

I'm running Windows 10 on one box, and Windows 8 on the other.  Both fully patched.  The QB database is located on a server.

 

3 replies

Adrian_A
Adrian_A
June 4, 2021

Hi Bob Coppedge,

 

I appreciate you for all the steps you've done to resolve this matter. At this time, I'd recommend reaching out to our Phone Support so an agent can take a look at your file and investigate this further.

 

You can contact us through the Help menu and then select QuickBooks Desktop Help.

 

I've also added this reference for more information about match banking transactions: Add and match Bank Feed transactions in QuickBooks Desktop.

 

I'm just around if anything arises. Keep safe!

C
ChrisO73
August 5, 2021

I just recently started having this issue after I added my bank to the auto-download transactions feature instead of importing the qb file from my bank.  I'm not sure if that has anything to do with it, but I no longer get the undeposited funds/open invoices checklist when I choose add more details.  I've verified and rebuilt the data.  I have mine set up on a server running Windows 10 Pro.  I've been using this setup for a year and a half with no problem.

G
GlinetteC
August 5, 2021

Hi, ChrisO73.

 

Since verifying your data doesn't work, I suggest contacting our QuickBooks Technical Support Team. They have the tools to help check the root cause of this issue.

 

Here's how to reach out to them:

 

  1. Go to this link https://help.quickbooks.intuit.com/en_US/contact.
  2. Select QuickBooks Desktop
  3. Type your issue on the field provided and click on Continue.
  4. Choose a way to connect with us via Chat or Callback

Please check out our support hours to ensure that we address your concerns on time.

 

Also, I’ve included an article about reconciling transactions: Reconcile an account in QuickBooks Desktop.

 

Feel free to post for any questions you have. I’ll be here to help.

S
seabird
December 31, 2021

This is happening to me as well.  How did you all get it fixed?

C
ChrisO73
January 3, 2022

I'm not sure if this fixes the issue, but I downloaded all transactions instead of a range from the bank into a QB file.  After that, show more details reappeared.  

C
ChrisO73
January 5, 2022

Never mind.  It disappeared again.  I don't suggest paying for a fix.  I paid for a one-time fix and nobody did anything.

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