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SNicosia09
June 8, 2023
Question

Bank Feed and Bank Detail not displaying numbers

  • June 8, 2023
  • 12 replies
  • 0 views

My transactions have now magically stopped displaying numbers and is XXX everything. This is making it hard to match transactions that have the same expense amount or account transfers. Can anyone explain how to fix this, so it displays numbers from the bank feed?

    12 replies

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    J
    JC Beans
    January 25, 2024

    Same here. Only my clients with Chase accounts are having this issue and it makes it impossible to know if certain transactions are payments or distributions to personal. Annoying to have to wait until getting the physical bank statements. Really defeats the purpose of the bank feed to be honest. I am going to call Chase and threaten closing my accounts and recommending the same to all of my clients if they don't fix this. The reason provided by QBO that they are doing it for security protocol does not make any sense, as there is absolutely no sensitive data in any of these descriptions.

    E
    erbgcpa
    February 6, 2024

    I had my affected clients sign on and update the bank feeds with their owner credentials (with the bank log in) and the feeds started working as they should again.

      J
      JProp
      February 6, 2024

      Having the same issue with QBO. Bank with Wells Fargo and this is not an issue on either bank's end. This is an issue with Quickbooks. Has anyone found a solution that doesn't involve doing way more work? This essentially makes creating rules impossible. The whole point of having rules is to NOT have to manually input each transaction. I will not continue using this expensive software if there is no solution that doesn't involve doing significantly more work. There is no advantage at that point.

      S
      Shania_C
      February 6, 2024

      Hi there @JProp.

       

      I understand that you have been facing some challenges with QuickBooks (QBO), and I'm here to help you resolve this issue. Since you have me, I will share a workaround to complete your task and enable you to utilize the program. This can help in aiding your task and enable you to use the available features of the program. However, I would also recommend you get in touch with our Customer Care Team, who can assign a representative to assist you with the process. They will also investigate if the issue is related to compatibility between the program and the operating system. Here are the steps you can follow to get started:

       

      Contact Support

       

      1. Sign in to your QuickBooks Online company.
      2. Select Help (?).
      3. Select either tab to get started:
      • Assistant: Get quick, personalized answers. Select a suggested option or type a question or topic you need help with. If you decide you need further help, you can still Talk to a human.
      • Search: Search the QuickBooks Online knowledge base directly, or select Contact Us and choose a way to connect with us:
        • Start a chat with a support expert.
        • Get a call back from the next available expert.
        • Ask the community to get help from businesses like yours.

       

      You can also check this article for more details and be sure to review their Support hours to know when agents are available.

       

      In addition, if you want to connect your bank and credit card accounts, QuickBooks can automatically download transactions up to a specific date. However, if you want to enter older transactions, or if your bank or credit card can't connect to QuickBooks, you can still upload transactions manually. You can refer to this article for more information: Manually upload transactions into QuickBooks Online

       

      Please don't hesitate to ask follow-up questions or submit new ones if you need anything else. The Community is always ready to help you all the time.

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