Banking & Currency

I would like to connect my bank account to my QB.  Is there a way to do that from the desktop version?  I have the Pro 2022 desktop version. Please help!

Some of my clients with rules have seen something turn on all the rules to "auto add"

I have spoken with a Quickbooks support person, and I was only able to reduce my efforts to connect a little. It can take me 10 minutes to sucessfully connect, and sometimes, not at all.

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When paying a supplier via E-transfer, there are limits to how much can be transferred, so sometimes a single supplier invoice must be paid in multiple E-transfer instalments. How can I MATCH the single expense(supplier invoice) with 2 or more bank transactions (E-transfers)?

We're trying to reconnect it numerous times but still unable. Has anyone encountered the same thing?

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I have dozens of rules that all have Auto-add turned on (green) at the bottom where it says "Automatically confirm transactions this rule applies to". Yes, IT IS ON. In the last 3 years I've had hundreds of transactions correctly tagged with these rules, but I have never seen one get moved from "For review" to "Categorized" unless I manually do it myself. Yes, the transactions are being matched. Eg they say RULE in the category or match column and "RULE APPLIED Bank Fees" in the details. What is auto-add supposed to do? Does it work for anybody else? Is there some way to force trigger auto-adding? The only time auto-add ever works for me is if I create a new rule while there are other transactions in "For review" that match it. Then, and only then, do they get moved from "For review" to "Categorized" automatically. When new transactions come in, they are never automatically moved. QuickBooks Online website, Canada, Business, newest Chrome browser. Sup

Should I disconnect it again and start over

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keep getting this error http://api.bmo.com/denyhandler/api/intuit/party-authentication/api-isam-error-handler/generateIsamErrorResponse?

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Hi,I receive a collateral check from my bank (credit card) How to I deposit this check? Under what category I put it? Thank you.  

bulk payments from cc have already taken refunds out but can not match as refunds don't show up?

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Hello, A month or so ago my bank got disconnected from the online banking API in quickbooks online. Now when I reconnect it I log in and it takes me through the steps to reconnect the account, however it creates a whole new chart of account with no option to connect to the existing chart of account. Is there a way to workaround this and merge them after the new account is created? Thanks.

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Hi, my business has a primary America express and then a supplementary credit card (different numbers). As of right now I have them separated. I'm having problems with the transactions from the secondary card also showing on the primary card. Should I have added the second card as a sub account under the primary or can i record them as a transfer? I hope that makes sense! Thank you

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