Banking & Currency

I need to see more transactions from dates before April 2024, I do not know how to change the dates.

Hey guys,Not sure if you have the same issue but I tried to unlink my TD bank twice now and re-linked it twice choosing different start dates to when to fetch transactions and it doesn't seem to go back further than 3 months. I tried 01/01/2024 and 05/01/2024, that didn't seem to fix it. Any other ideas? Thank you!

Hello.  I have a bulk payment from an insurance company that includes a chargeback, but cannot properly match the transaction.  Hopefully someone can help.  I will use sample numbers to illustrate the issue. A single bank payment transaction from the insurance company exists in the amount of $1000.  The statement from the insurance company shows:$800 to pay an invoice for customer 1$700 to pay an invoice for customer 2$-500 to claw back an amount that was paid to customer 3 previously. (They show a balance of $-500 on their account) When I go to match the transaction, the -500 balance of customer 3 does not come up in the list.  So I cannot match the transaction.  Not sure what do do at all!  Issue a refund/credit? Thanks.    

ex: i just paid a bill by credit card. the bank chequing account is correct in quickbooks, but the quickbooks hasn't yet updated that Ive paid the bill, despite having refreshed numerous times.

My credit card has a negative balance in QB but positive at bank. Difference doesn't add up to excluded and uncategorized transactions. I don't know where to start looking for an answer.

Can I add two additional receipts to a bank transaction

New credit card

a duplicate entry was deleted, now my reconcilation is out and I'm trying to go back and clear the correct entries

When ever i refresh the page bank syc is not working. It's a little bit frustrating

Missing transaction from bank

I have 1 chequing account but the QBO synch is bringing that same bank account down 2 times. the balance is showing up on my Balance sheet 2 times as well.

I have a large number of transactions to record to Pay Down Credit Cards.    Is there a template available to import these transactions? If there is no template available, what are the pros and cons to import all the transactions using the GL journal entry import template?

I have a problem within the customer payment screen...Original amount  column is correct but when I look at the Amount Due column it is showing double the amount of the original amount . So when the customer paid the invoice is still shows a balance owing ONLY in the customer payment screen. Everywhere else it correct.How do i fix this?

In early January I received a new bank access card with a different number.  All was find with QuickBooks until yesterday when there was a bank account security check.  The check failed because the code to check that I was legitimate was the old code to another number, not mine.  This tells me that QuickBooks has the old access code.  How do I change it?My bank account is frozen per deposits until this security problem is resolved.Many thanks for any help.

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This would be helpful to record multiple payments received in US funds and group them into one deposit. and to record fees taken off by STRIPE so the amount of the deposit will match the bankfeed.

I cannot add a new connection because it doesn't give an option to select my bank. I assume this is because I am already linked. I can't seem to find where I can select/choose which bank accounts are linked. I remember doing this during setup, but cannot find a way to edit it.

Hi - I am in the process of relocating all my business banking from Scotiabank as their online experience has been brutal.  I have it narrowed down to RBC or the Kawartha Credit Union. I am a psychologist and all of the fees are paid online and via EFT and all accounts paid electronically as well.  I have an Operating Corporation (professional practice corporation) and a Holding Corporation for tax purposes. My wife and I will be drawing salaries out of the OPCO monthly.  I am GST exempt. Any recommendations when it comes to interoperability with Quickbooks Online?  For example, ease of downloading transactions without having to go through 2FA EVERY TIME like in Scotiabank? Thanks!

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just find on Dec, 2024. while there is no issues before..

When you go to connect the account and it asks you to choose the QBO account to connect it to, it only shows bank accounts, no credit card accounts appear as an option

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I have called BMO and they told connectivity to QuickBooks is not supported. Told me to reach out to you

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