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connectivity
January 27, 2020
Question

How do I correct ongoing connection errors with my credit card bank feed. (Account not found, repeating entries, something's not quite right). Its been weeks....

  • January 27, 2020
  • 1 reply
  • 0 views
Tried disconnecting and reconnecting, changing the type of account, clearing cache and cookies, the list goes on...it cannot be this hard!!

1 reply

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Becky29
January 27, 2020

Hello Connectivity,

 

Thanks for reaching out to the Community.

 

For me to look into this issue closer could you advise what bank it is your trying to connect? and if your using the Self employed product or Small business? ^Becky

 

 

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connectivityAuthor
January 27, 2020

Hi Becky

Thanks for responding to my post for assistance.

I bank with Santander and use the QB online product.

However, since my post and having contacted both Santander and QB support, I got to the point where I just decided to delete all records of my business credit card from QB to start over.

I also ensured to delete all records in the chart of accounts as there appeared to be records of old cards which are not in use anymore.

Once this was done I reconnected using my online banking URL and choosing the appropriate account, reconnected my credit card account.

I now have an accurate feed but need to figure out how to manage the opening balance to get the two accounts to reconcile and balance.

Any ideas would be most welcome.

Thanks

Mark

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EmmaM
January 27, 2020

Hello Mark

 

Thanks for the update.If the opening balance is incorrect,it is likely because when you connected the bank account it will have pulled in an opening balance but not necessarily from the date you were looking for.The best thing to do is to edit the journal/opening balance entry itself.You can usually find it by going to accounting>chart of accounts >opening balance equity or retained profits balance forward account>account history >change amount and date and then save on the bank transaction

 

If you can not fin the transaction there  you can look at the account history on the bank account/credit card history and there will be an entry with the opening balance you can click on the line of the transaction and there will then be an option to edit it.

 

Any issues with this we can go into more detail

 

Emma

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