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R
rocketRoddy
October 18, 2022
Question

Bank Account Needs Attention

  • October 18, 2022
  • 1 reply
  • 0 views

My Bank accounts stopped auto-importing last March and are now flagged as "Needs Attention", each with roughly 230 days since the last update.  My bank introduced two-factor authentication, but my bookkeeper didn't make me aware of the issue. 

My Business is small and has few transactions, so, my bookkeeper entered them into QBO manually and they are now all current up to the end of August which is my year-end.   

But I'd like to get them to import again. And I'd like to do it before the end of October. 
My bookkeeper retired.  And I'm not sure what to do. I know how to trigger the import, but I don't want to import those transactions that were already manually imported. 

Is there a kind user out there who could suggest a resolution?

 

Thanks

 

1 reply

A
Amanda-B
October 18, 2022

Good afternoon rocketRoddy,

 

Thanks for reaching out to us here. QuickBooks is a great software to have. it allows you to connect your bank to your QuickBooks so that you don't have to manually enter your transactions all the time. Being able to import your transactions correctly is an important step in maintaining clean books. I can provide some information.

 

When connecting your bank to QuickBooks, it will ask you how far you would like to go to import your transactions. Select the date you would like. However, if you upload transactions that have already been entered in QuickBooks, you can simply exclude them. Here's an article that will show how to exclude unwanted or doubled transactions. 

 

If you require further assistance, I recommend reaching out to the support team outside of the Community. They'll be able to verify your account details in a secure setting, as well as view your screen to better assist you. You can reach them by following one of these methods:

 

Schedule a Callback or start a Chat: click (?)Help in the upper right > type and enter "Contact support" into the QB Assistant > click Contact Us > explain your situation > click Let's Talk > choose Get a callback or Start a Chat.
Social Media: Facebook and Twitter

 

If you have any other questions, feel free to reach out to us here.

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