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starfinder
July 24, 2022
Question

QBSE won't show deposits for past 2 months

  • July 24, 2022
  • 1 reply
  • 0 views

I haven't had time to categorize transactions in a while. When I went to mark deposits for business income, I discovered that the account I deposit into (Schwab Bank) had no transactions after late may; none of the dozens of deposits made from 6/1 on are showing up in my transactions. When I looked at the accounts list, there was an error on the account saying that "We are having temporary problems accessing your account. Please wait a few hours and try again." When I click "refresh all," it flashes "Schwab Alliance blocks QuickBooks Self-Employed from connecting with them.

Let them know you'd like to be able to connect QuickBooks Self-Employed. Meanwhile, you can add a different connection. (155A)" then reverts to the first error message.  I went to my settings in schwab and discovered that there was a setting blocking third party access there; I reset that to allow intuit access, then went to reload QBSE.  No change. Logged out and in again. No change. So I tried adding it as a new account- and it allowed me to do that.  Now I have a new account which shows the current balance but NO TRANSACTIONS. So I went to the manual download older transactions tab, downloaded a csv from my bank of the missing transactions, and tried to upload it.  Did not work, link turned red, popup reads "Darn. File upload failed (probably our fault) Please give it another try. If you see this message again you might need to contact us."  Same thing for BOTH versions of this account.  I am out of ideas, and super frustrated that I can't reconcile my accounting when I finally have some time to actually try to catch up.

 

Schwab Alliance

1 reply

J
JamaicaA
July 24, 2022

I understand where you’re coming from, @starfinder. I’ll help in pointing you to the right support so we can address your banking connectivity and missing deposit transactions concern.

 

I appreciate your efforts in performing some troubleshooting steps to fix this issue. I can also see how time-saving it would be if your bank account is linked to QuickBooks. Please know that encountering connectivity issues aren’t the kind of service I want you to experience. 

 

It’d be best if you reach out to our Customer Care Team. This way, they can pull up your account in a secure manner and investigate further. They can also do some screen-sharing to review your settings, just make sure to contact them within our support hours.

 

Here’s how:

 

  1. Go to the Help icon.
  2. Select Contact Us.
  3. Enter a brief description of your concern.
  4. Select either Start a chat or Get a callback.

 

See this article to learn how to connect your bank account using web browser, ios devices, or android ones: Connect bank and credit card accounts to QuickBooks Self-Employed.

 

Once everything is settled, you can categorize the transactions downloaded or manually entered. For the detailed process, check out this reference: Categorize transactions in QuickBooks Self-Employed.

 

Don't hesitate to let me know if I can be of additional assistance while working in QuickBooks banking. If you have any follow-up questions in mind, I'm always here to keep helping. Stay safe.

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