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February 14, 2024
Question

Is there any way to import transactions from bmo credit card? I see a message saying that the connection problem with bmo credit cards is being worked on (since jan 23) ?

  • February 14, 2024
  • 2 replies
  • 0 views
is there a work around to get this working while we wait for a fix? any idea how long a fix might take ?

2 replies

February 14, 2024

Hi there,

 

Welcome to the Community. I'll be happy to provide the info you need so you can move forward with your work. 

 

In order to keep your transactions updated I recommend manually uploading the transactions. After manually uploading you can match your transactions using the steps provided in this article. You also have the option of setting up bank to automatically categorize the transactions from the manual upload. Here's an article with more details on that. In case you come across duplicate transactions, you can delete them by following the steps below:

1. Navigate to the Banking menu.
2. Click on the For Review tab.
3. Select the checkbox of the transactions to exclude.
4. Hit Exclude.

 

Feel free to ask other questions. I'm here to steer you in the right direction. 

February 14, 2024

@dueckelectric-ou 

You can use MT Online or one of the converter tools (e.g csv2qbo @ $60 one time license) for the time being.

https://www.moneythumb.com/?ref=110