Question

Connecting with bank after upgrade

Forum|Forum|3 years ago
September 8, 2022
2 replies
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My clients bank, Community America Credit Union, recently went through major software maintenance. When attempting to reconnect the bank with QBO, we receive "do you want to pull in all transactions from 01/01/2022" which ironically the date their books started with QBO.

Has anyone out there using CACU as their bank attempted to reconnect and received this message and said yes with no issues after the connection?

QuickBooks Online

Candice C

Greetings, @jpenlow.

It's great to see a new face here on this platform.

If you'd like to have all the transactions from 01/01/2022 until now in your QuickBooks Online account, the best route would be to select that option.

Other users can chime in and express their experience with these steps to ensure if this is what you'd like to do.

Here's a guide to provide some details about reconnecting your bank to QBO.

If you run into any trouble along the way, don't hesitate to come back. I'm only a post away if you need me. Take care!