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QuickBooks Q&A
Banking

Banking

736 Topics
1,402 Replies

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736 Topics

Since which period of time I am able to get direct bank feeds?

No text available

5 years ago

userjoseph

Banking

I have two entities using Quickbooks. I have one making a payment to the other and want to switch between them to do the entries. Is there a simple switch method?

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5 years ago

JV21

Banking

Will I lose transaction history if I close a bank account?

I am currently in the process of re organising my banking structure and will be moving all of my business banking to another bank. In the process I want to close all of my existing accounts, which are currently linked with my Quickbooks online account. If I do this will I lose all of my linked transaction information in Quickbooks? Would it be better for me to keep these bank accounts open, or will QB keep records of all of the synced transactions even after? Thanks 

5 years ago

yourlocalridesha

Banking

'm try to change my preferred bank account. Deleted the old however I continue to get "can not process. try again later. What am I doing wrong?

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5 years ago

jasmine9

Banking

I unlinked my bank it was not a business one, now I can't unlink it because of expenses I did receive! I want the history off my QuickBooks account.

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5 years ago

JaniceCG

Banking

Does QB allow bank feeds from NAB Trade? Many other trading platforms are available but I can't find NAB? Thx

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5 years ago

mysmarttax

Banking

How do I know that NAB and CBA bank feed connected to QBO is a direct bank feed ?

No text available

5 years ago

Ramon01

Banking

Categorizing a savings transfer in and back out

Would anyone know how to categorize a savings transfer into the business acct and then placed back into the savings account? PLEASE HELP.

5 years ago

info-staxadvisor

Banking

How to download bank feeds from QB as there is mismatch in the bank feeds downloaded in QB.

No text available

5 years ago

lees-dirtydeeds

Banking

I need to know how much i earned in april 2020 ? and june 2020 ?

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5 years ago

sherioz

Banking

I recently changed my bank password and when I updated it in QBO all my banking entries came through for review again. How to avoid this?

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5 years ago

mttelectrics

Banking

I cant update my bank account, it just times out and show an ! in an orange circle. How do i fix?

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5 years ago

deannagill-rocke

Banking

How do you unlink a bank account from your quickbooks?

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5 years ago

usertreasurer

Banking

Account information correct with bank but not on quickbboks. Have connected and disconnected feeds several times without success. Any Ideas?

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5 years ago

spiderman789

Banking

Where can I see the status of the direct feed from QBO to CBA? It's days behind.

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5 years ago

climbaccess-gmai

Banking

Hi QB community, payments that have been received in the bank account are not showing as received in quick books, can you please help correct this problem?

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5 years ago

pharris-signatur

Banking

How long does it take to link my bank account as I sent a request off about 2 weeks ago.

No text available

5 years ago

usersgharibianau

Banking

I used to get bank feeds from CBA and now it has stopped. do i need to resubmit a new bank feed form? if so, please advise how to navigate to get a new form?

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5 years ago

ssb2710-hotmail-

Banking

My QB retrieved no bank transaction from my linked account the bank side is showing activated?

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5 years ago

JarrodP

Banking

Added a new bank account, Issues with Bank Account form not displaying

Hi Members, When I added the bank account when setting up QB, we were not able to print off the bank authority form.Now the screen just shows a box stating - Your new connection will be ready 10 working days after the forms posted. There is an option to reprint the form, but when you click on it, a blank screen comes up.Anybody else seen this issue?  How do I resolve it? ThanksJarrod

5 years ago

ros4

Banking

My client has not used the bank feeds but has entered all deposits and withdrawals manually. Can I match the bank feeds to their manual entries or do I exclude them?

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5 years ago

tony-childs

Banking

My bank feed says it is having temporary issues. How do I fix it?

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5 years ago

reneehookway-hot

Banking

After months of no issues, my Quick books and bank are now not connected. It keeps saying "try again in an hour". I've been trying for over 48 hrs. I've tried reconnection and attempted to add the bank account again. any tips? has anyone else had thi

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I have had no bank feeds since the end of September and am just about at the end of my patience.  I continually have to call to get an update and keep getting told the problem has been escalated!! No one can tell me when and if this problem can be resolved.  About to pull the plug with Quickbooks and change software provider.  Is anyone else having these problems?

5 years ago

harriet5

Banking

Is there an ongoing issue with ANZ bank feeds? At the end of October the bank feed to my main business account stopped working. Is this an ongoing issue?

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