Banking
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can not connect bank account to quickbooks
I do bookkeeping for a client who also has a QBO file for her personal accounts and therefore we only need to access it every other month or so. Whenever I log in, it says bank connection is out of date.
How do I change bank account names in quickbooks? They are currently mixed up
anz missing bank feeds for period 2 November to 4 November 2021
Need to inactivate the undeposited fund account so the deposit could be added to the bank account by default.
how to fix these.
I have complained a number of times to Intuit about the very annoying bank feed ("Future-proof your Commonwealth Bank of Australia connection with direct bank feeds." message which keeps coming every time I use a banking function. Not only is it annoying, it takes up valuable screen real estate. I appreciate features like this are to flag users of an easier way of doing something but surely once or twice is sufficient for them to get the message not every single time they use a function. Also there should be an option to say "thanks I've seen it and understood it, you can now turn it off!!". Is there some way a user can get rid of this permanently? Please Intuit - allow users to turn it off!
had to reload bank accounts now transactions have doubled
I am still struggling with bank transfer duplication ,how do you categorise a bank transfer ,just to explain in my quickbooks when I get a transfer from bank account X to bank account Y,so you categorise, where funds are going to account Y ,so books are ok there is payment transaction ,from account X and a deposit in Y ,BUT ,it becomes a problem when you review bank account Y ,so again you categorise from where funds came ,this atomically causes duplication .as you have to review the 2 bank accounts ,my question how do I treat a bank transfer one one bank to another, do I use transfer or deposit option.
Thank for your assistance but how to you treat a transfer of money from one account to another ,without duplicating,you have to review and categorise both accounts ,this automatically duplicates record on you account ..
Hi, I have 2 accounts that have been manually input in the past. I'd like to either add the bank feed or start uploading from CSV from 1/7/19. My question is regarding the transactions that are already input ie. all of the bills that have been input and paid from these bank accounts. Will these be doubled up? Or will they now be able to be reconciled as normal when the bank feed is connected or the CSV uploaded? Any other issues I may need to be aware of? ThanksChris
Message in there is - Something isn't working Sorry, we can't update your account. Please wait a few hours and try updating again (101). We reported this and will notify you when it's fixed
After losing connection for many months earlier in the year and having to import transactions manually, it reconnected to my greater bank feed eventually. Now the last transaction it shows ia 24/09/21 but the account says it updated on 07/10/21. Then there is an error saying QB cannot find this account at your banks website. I've also had problems with transactions being duplicated esspecially with the automatically categorised ones.
