Banking
Recently active
Original commenter did not share additional details
i want to categorize a bank transaction by splitting it between 2 parties what is the procedure
I have intuit+quickbooks for my own business, but it is asking me to sign up for "self-employed". Could this be the reason I am not able to access different business profiles?
The first bank operating account I was using (not Fidelity) would not connect to QBO. I have opened a new business account with Fidelity and now this account also will not connect! When I say connect I don't mean update, I mean connect at all - cannot establish a connection. QBO pulls up a list of banks, presumably banks they support. I search for and find Fidelity Investments and Retirement Accounts, log into Fidelity and I get a list of all my accounts - select the account I want to connect to QBO and get Something unexpected happened and we can’t connect to Fidelity - Investments & Retirement Accounts.Try again in a few hours. (590) I have waited more than a few hours and cannot connect. Is there a secret method required to connect to Fidelity?
I have 2 locations using the same bank and the other QB account is getting bank feed no problem. I am not sure if it is a QB issue or a bank issue. Does anyone have any answers?
Had to change Bank account to a different bank so how do I add the new bank information
Specifically about the deposit limits.
Why is QBO keep saying I need to reconnect my banks account to QBO? Never had a problem with this before. I had to do it 3 or 4 times yesterday (or more I lost count) and first thing when I signed in this morning. TIA
can I get someone to call me ?
It says it is updating but nothing shows up and nothing is going into the register so it isn't even automatically putting them into categories. Literally, nothing has shown up from my bank since November 15th and when I pull it over manually from my bank it screws up my numbers. So I'm at my wits end.
For the bank reconciliation, can we have two people verify the reconciliation?
I have discovered a very serious bug when importing bank transactions: If you import more than 30 at once, some of the transactions will be skipped, others will be corrupted with info from multiple transactions combined into a single incorrect transactions. Even at 30 you may have issues. This has happened with both QBO and CSV formats. With QBO, I have had the import truncated at 15-30 transactions without any error messages. This problem started in April and continues into July. Ready to move to another product.
Fraud alerts
When doing the bank rec for our checking account, I realized that a $500 check belonged in a different account setup for payroll. I double clicked the check in the rec and change the account to the correct account and saved. When I finished the bank rec, there was a $500 difference. I cleared the rec and started over with the same result. The beginning balance had decreased by $500. I undid the previous month's rec and the beginning balance had changed for the previous month, $500 less than the bank statement. I went back several more months and all balance are $500 less. The balance sheet still balances somehow and the payroll account that I moved the check to has the correct balance. Anyone know how to fix????
Do Bank Rules only work with downloaded transactions or do they also work with manually entered transactions?
