Banking
Recently active
I have been unable to connect my bank account to my Quickbooks since I started this company (January 2023). I repeatedly get the error "The bank needs you to do something at their site (108)". I talked to the bank and they said there is nothing they need me to do and they can't help. I talked to a QuickBooks agent and they ran through a bunch of troubleshooting items. It was unable to be fixed. They told me they opened a case and then I never heard from them again. I need to be able to automate my bank transactions. What can I try?
Where do the bank reconciliation transactions originate from? The bank or QB entries or both?Why would my bank statement show intuit deposits and fees but the deposits not show up in the Bank reconciliation screen in QB?
Original commenter did not share additional details
I selected "Update" from the Banking menu and the icons start spinning but never stop. I log out, clear my browser cache, even turn off my PC and when I log back in the update still shows to be in progress.
Has something changed in QB? We are now only able to itemize up to 18 checks on a deposit. Is there a way to exceed that limit?
Every time I login, it has an error for my bank account. Says Security info required and wants to verify via text or email. It works every time, it's just I have to do it every time I login.
Security info neededMind if we verify that you're you? We do this from time to time to protect your info. (185)---Your bank or financial institution requires more information after you enter your credentials. I bank with NF Credit Union and I've called QB to see if they can prevent my account from disconnecting every 15-20 mins or if I refresh the page. I've called QB and the bank and QB has an open investigation about the issue, but no estimate of when it will be resolved. Anyone else have the same problem? If so, what did you do?
When I import my bank data it imports correctly. When i go to categorize it, it mixes all the numbers and descriptions. none of the data is correct after auto accept or manual categorizing. What is doing this
My company has a few credit cards which are linked in bank feeds and imported with a QBO file. We utilize the Items tab instead of the Expense tab when entering expenses. Each month I import all of the credit card transactions through Bank Feeds. In Advanced Mode, I select the Payee and the Expense Account and then Add. In order to categorize each expense as an Item, I have to open up each transaction individually once they're Added to Register to delete the charge from the Expense tab and then add it to the Items tab. Is there a way to add the Item field to the Bank Feeds Center so I can itemize each transaction as I add them to the register instead of picking an Account?? I'm doubling my work and wasting a ton of time having to do these extra steps for hundreds of transactions.
Because the client does not have the accountant version we had to manually go into the register and changed the status. We did that but now the reconcile screen still shows the old reconciled date and beginning balance is not at all correct. I thought this would circle out once we changed the status. How do you fix the reconcile module to go back to the starting point now without making an adjustment?
We've never been able to connect our US Bank business account to QBO. I was on the phone with QBO help for hours a few different times as well as US Bank to no resolve. US Bank does not support QBO so anything that needs to happen must happen on QBO side. But the QBO help team said the issue is on US Bank's side, so we're stuck. Has anyone else come across this? I see older threads discussing US Bank not syncing but not that it won't work at all.We'll need to move back to QB Desktop if this cannot be fixed.Thank you in advance!Karen from Accounting :)
Hello I manually uploaded a qbo file for a credit card. This is the first time I have ever uploaded bank transactions. We usually just enter the invoice to the card company and code the items to expense. When I uploaded the transactions, all November transactions, it created an entry to the credit card liability account and to the OPENING BALANCE EQUITY account for the balance on the card at the time I did the download into the qbo file. It debited the equity account and credited the liability (credit card account). I did not want that entry there, I only wanted the transactions from November, so I DELETED the entry. When I deleted the entry, the equity account had not transactions in it but it still had the debit balance as it did before. I don't understand how that is possible. So, I had to make a manual JE to the equity and the card liability account to zero them out. I know I should not have ever deleted anything. What can I do now? Is this goi
It used to stay on the recurring transactions screen and now sometimes (most of the time) it goes back the "get things done" screen which requires me to have to click recurring transactions again. I contacted QB and they said they were going to fix it but that was months ago and it isn't fixed.
When attempting to match, QBO only shows expenses, not the list of unmatched JEs like it normally would for a deposit. The withdrawl is right and I can see the correct JE, just cant match them.
sales transactions are posted by receiving invoice payments. then, the credit card payments for those invoices are also added to the sales income account, doubling the sales total. how do i stop this?
Good afternoon.My bank accounts have not been synchronized since August due to the payment method change. could you guide me
When I reorder my accounts in a specific way, it does not save when I come back to the Bank transaction view. I've tried using the "Reorder accounts" in the bank transaction tab and in my "Dashboards" tab. Both have "Reorder accounts" but do not save them.
