Banking
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I have uninstalled and reinstalled the app, deleted all data from app, signed it with phone and email. I chose Bank of America, sign in, choose to share data and then I select my accounts. The next screen shows both accounts and I need to choose between personal, business, or mixed. I chose mixed for both. The save button shows up, but when I click it, nothing happens. Additionally, the cancel button won’t work either. I have to force close the app. I’ve updated to the newest app version and the newest iOS version on my iPhone 15.
After I connect one of my bank (no problems at all) back in October last year, I'm trying to re-connect my American Express and connect 3 other bank accounts (chase, Wells Fargo and US bank) I'm keep getting error 571, or that it can't connect to bank account right now or something unexpected happened. I already cleared all cookies, and enable pop-ups, and change the browser from safari to chrome, nothing helps.
It is two different banks, and they don't transfer between them, so I had to write a check
Hello, For more than a year I've noticed that a personal credit card with American Express Doesn't sync all transactions. I've read where others have complained about this. It appears to be associated with QBO and I've read where others have complained last year but I'm still seeing it. Interestingly there are multiple cards associated with the account. Mine seems to always download but my wife's card which is a sub account of my primary almost never comes through. Fortunately, I figured out what was going on but it's a pain to have to download the transactions from AmEx and then import them. It's a pain but could be worse since AmEx let's you separate card holders and download just those transactions then import into QBO. This has been going on for a long time. I've tried disconnecting the account then reconnecting but same problem. There's no error just missing transactions when you go to reconcile. Anybody having the same p
We had a direct deposit which was soon after reveiled to us they had insufficient funds. So i need to re-instated there balance
Hello- Longtime QuickBooks Desktop user here. A few days ago, my computer did not shut down correctly and when I reopened my file, several weeks of transactions were missing. So I spent several hours researching and was able to restore Auto Recovered data. As soon as I logged in, I attempted to import my QBO file from Capital One and got an error message "QuickBooks is unable to verify the Financial Institution for this download." I fought this situation for a few hours till I finally called QB tech support. A Level 1 walked me through steps to no avail and started a service ticket for Level 2 support. They took my file for a few days and sent it back but am still having this problem. The Level 2 people removed the Banking Feed for Capital One and told me I would have to set that up again but I am unable to link my QB checking account with Capital One. See attachments. When I click on "Capital One", it no longer prompts me to enter my Capital On
closing bank the receives QB client payments due to hacking on the account. Need to add another bank account to receives Client payments. How do I do this.
how to find previous reconciliations
The Directions on QB.com say to Search for one of the following accounts depending on your American Express account user type: If you’re the primary account holder: Search for and select American Express Business Credit Card & Checking (US). If you’re a delegate user on a card account: Search for and select American Express (Delegate). Yet the first option they want you to search for isn't even an option they list to choose from. How do you link your account if you are the only account holder of an AmEx Checking account to QB? Very frustrating this isn't a hard task!
That I can import Customer and have it linked to Parent Customer at same time, instead of having to manually go into each Customer and edit the Parent Customer.
Hi! I have a client that owns a restaurant and still hand writes all of their check payments to vendors. I am linked to their bank, however it's a small credit union that combines their main account and payroll account together on the statements. The checks written do not show the vendor and the majority of electronic payments do not match up to QuickBooks vendors. Currently, I download the bank statement, convert it to excel, go into the bank and view the checks one-by-one, then manually enter all of the vendor names after looking each one up. I have a formula that matches the vendor name and enters the QB account into the spreadsheet. Lastly, I do a bulk transaction upload. This takes a very long time. Does anyone have a suggestion of a more efficient way to do this? Is there a third party app or anyway for the client to send a picture of the check and QB will upload and record it? I appreciate any suggestions! Thanks! &nbs
I am STILL not getting transactions imported from my bank account. The last successful update was November 8. Is it me, or should a company like Intuit be able to solve a software glitch sooner than OVER A MONTH?? When I go into Transactions > Bank Transactions > Update it appears to update, but no transactions are displayed and it doesn't list anything for review. The balance appears to update, but no transactions. I get a but green circle with a white checkmark telling me I'm up to date, but I'm not. I have not had a transaction imported into QBO since the beginning of November. Quickbooks acknowledges this issue and says they are working on it. Over a month! Is anyone else still having this issue and does anyone know what is going on with this?
