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JStu1
October 28, 2024
Question

Download of bank transaction set up in new bank accounts

  • October 28, 2024
  • 1 reply
  • 0 views

My bank accounts stopped updating on July 1 and I finally contacted BMO to help since I was unable to fix myself online. I was told they have had issues with the latest upgrades from quickbook online. The download created all new bank account with an entry on January 1 to opening equity for the opening bank account balances. I can reverse those entries with a bit of work and exclude all the transactions download for January to July. My bigger issue is that the download also set up the US accounts in Canadian dollars rather than US dollars. I am unsure how to fix that. I also have error messages for all my old accounts since is says they have not be updated since July 1.

1 reply

T
Trish_T
October 28, 2024

Hi JStu1,

 

Thanks for reaching out to us here.  Welcome!  The details you've provided, regarding the unexpected behavior between BMO and QuickBooks Online, is quite concerning.  To resolve the issue as soon as possible, and ensure your accounts are accurate and up to date, I feel you would benefit more by contacting our Customer Care team 1-855-253-1536 from Monday to Friday between the hours of 9 AM and 8 PM EST. With your consent, they'll connect with you virtually and review the issue in more depth, so the issue can be resolved in a timely fashion.

 

If you have any other questions, feel free to reach back out.  We would be glad to help! 

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