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credit card credits on recons
June 28, 2023
Solved

QBO bank feed and check numbers

  • June 28, 2023
  • 1 reply
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On our bank feed,  when checks are coming through, QBO has the incorrect check number in the check column. I Think it has something with QBO and maybe a setting.  It's not the bank account, I don't think, because in the description I can see the correct check number. 

Best answer by Nicole_N

Welcome back. Let me share additional information about having incorrect check numbers in the bank feeds.

 

Before that, know that you can always talk to our live agents support since we won't always be able to provide a direct fix to the issue you're encountering especially if it needs to be replicated on your end. However, we're always glad to help and assist you with the information we have. 

 

Please know that QuickBooks Online will depend on the information provided by your bank. Would you mind telling me your bank's name? Any additional details will help me provide you with an accurate resolution.

 

For now, let's manually upload the transactions to QuickBooks Online. This is to check if it's a QuickBooks issue or not. We can start by signing in to your bank's website, then download your transactions using CSV files. Make sure it's in the correct format. Once done, you can now upload the file to QuickBooks. See the screenshot below for the visual process.

 

 

You can also see this article that details the process: Manually upload transactions into QuickBooks Online.

 

If the check numbers are now correct after the manual upload, then the problem is in the bank. However, if it's still appearing as incorrect numbers, then I recommend contacting our QuickBooks Online Support team. You can follow the steps provided by my colleague. Please consider checking our available hours when contacting them to ensure we address your concern in a timely manner.
 

Once everything's good, you can now review and categorize your bank transactions and put them in the correct accounts.


Feel free to leave a reply below if you have additional questions or concerns. I'd be glad to lend a hand. Keep safe, and have a good one.

1 reply

D
DebSheenD
June 28, 2023

Hello there, @credit card credits on recons. It's my priority to help sort out your issues with check numbers in the QuickBooks bank feed.

 

As I've seen your previous post, I believe you've followed the steps provided by my colleague. With this, I recommend contacting our Customer Care support. They can assist you in getting this resolved and further investigate your concern.

 

Here's how:
 

  1. Click the Assistant button.
  2. Enter Talk to a human.
  3. Enter incorrect bank balance as your keyword.
  4. Select I still need a human.
  5. You can either Message an Agent or Get a callback from us.
     

Just in case, in the future, you want to learn more and get detailed steps on how to categorize transactions, I have a handy article for you: Set up bank rules to categorize online banking transactions in QuickBooks Online

 

I'm just a post away if you have any other questions about resetting the check numbering in QuickBooks. I'll be happy to help you out.  Have a great rest of your week.

C
credit card credits on reconsAuthor
June 29, 2023

ok so I can only talk to a human, correct?  you say your a post away but can't tell me, correct?  just making sure I understand.   

Nicole_N
Nicole_NAnswer
June 29, 2023

Welcome back. Let me share additional information about having incorrect check numbers in the bank feeds.

 

Before that, know that you can always talk to our live agents support since we won't always be able to provide a direct fix to the issue you're encountering especially if it needs to be replicated on your end. However, we're always glad to help and assist you with the information we have. 

 

Please know that QuickBooks Online will depend on the information provided by your bank. Would you mind telling me your bank's name? Any additional details will help me provide you with an accurate resolution.

 

For now, let's manually upload the transactions to QuickBooks Online. This is to check if it's a QuickBooks issue or not. We can start by signing in to your bank's website, then download your transactions using CSV files. Make sure it's in the correct format. Once done, you can now upload the file to QuickBooks. See the screenshot below for the visual process.

 

 

You can also see this article that details the process: Manually upload transactions into QuickBooks Online.

 

If the check numbers are now correct after the manual upload, then the problem is in the bank. However, if it's still appearing as incorrect numbers, then I recommend contacting our QuickBooks Online Support team. You can follow the steps provided by my colleague. Please consider checking our available hours when contacting them to ensure we address your concern in a timely manner.
 

Once everything's good, you can now review and categorize your bank transactions and put them in the correct accounts.


Feel free to leave a reply below if you have additional questions or concerns. I'd be glad to lend a hand. Keep safe, and have a good one.

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