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Banking
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HiI have a client who started a bank feed in October 2020. It downloaded a lot of duplicate entries to review but we 'excluded' them on the review page so all good.Three months later the bank feed has been updated as suggested by Quickbooks but we now have almost 6 months duplicate entries to review in a differently named bank account? The original bank account no longer appears on the dashboard as an account to review. Obviously something has gone wrong. Is there any way that we can just go back to the situation just prior to the bank feed refresh?? Many thanks for any suggestions you might have.
For some crazy reason there's no option for the ISO 8601 standardized date format of YYYY-MM-DD for bank imports. How can there be such a glaring oversight? It wouldn't take a few minutes to code in the additional format, yet QB seems determined to ignore standards and force customers to jump through ridiculous hoops to import data.
I am hoping to change banks and have selected Handelsbanken. When I go to "Add Account", it does does recognise the bank, even if I enter the URL. I then requested that this bank be recognised and received confirmation that this has been done but when I went back to "Add Account", it still would not recognise the bank. I would not like to think that a problem with Quickbooks should stop me changing banks. Suggestions would be much appreciated please.
I understand the new data feed is available in the coming months Could you be more specific with the time frame? The QB banking feed for Handelsbanken hasn't really worked since December 2019. Many thanks.
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