Banking & Currency

Ce changement est récent mais obligatoire de ma banque.

Can't connect Tangerine bank account as of last week. Any suggestions?

When I'm connecting to my bank account online, I only enter my card number and PW. QBO is asking me for Customer ID (which I don't have), User ID (which I assume is my card number) and password (the same as I use to connect online). I tried to leave Customer ID field blank but it's not working.

I called my bank and they confirmed that everything is good with my online banking.

I'm attempted to connect to my Wealthsimple chequing and VISA accounts. I try to add accounts under manage accounts and Wealthsimple appears as a supported bank but it does not pull any data. Help?

I have been trying for months to connect my (and my wife's) Wealthsimple chequing and VISA accounts to QBSE without luck. QB support was no help. Wealthsimple appears as a compatible bank but does not connect properly. Anyone able to get transactions from Wealthsimple (in Canada)?

How do I reverse the categorized receipts that have already been posted?

once I use snap receipt from phone and go to input everything on computer, when I go to create expense it tells me that error code but I can't find where I am supposed to fix the account because I have input the account where I want it to go.

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Subject: Urgent Feedback on CSV Import Process I have been facing continuous challenges with the CSV file import process in QuickBooks. The current system is unnecessarily complex, with limited guidance and no proper resources for troubleshooting common formatting errors. Even after correctly preparing my CSV files, QuickBooks often rejects transactions or misreads data, which wastes valuable time and delays my accounting work. As a paying user, I expect a smoother, more user-friendly process that works reliably and provides clear, step-by-step support. QuickBooks must prioritize improving this feature to ensure small businesses and nonprofits can manage their financial records efficiently without unnecessary frustration.

The bank is connected (BMO).

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I'm in Bank Transactions in QBO Plus edition. Last time this occurred it went on for three days then suddenly it worked for a day.

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I have USD and CAD accounts under my one company. Received USD payments in USD Checking account but when started receiving CAD payments in CAD chequing account it started showing below error: Change this transaction currency to match what you use for your accounts receivable and accounts payable.

Wealthsimple Canada will not connect in QBSE so I'm trying to add it manually and import all my transactions from my chequing and VISA accounts via CSV but it will not without first setting up the bank. How do I do this?

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we have a bill for custom order. We made a wire transfer. It appears in the bank downloads. How to i change the payment from Expense to apply it to the bill?

Bonjour, Depuis quelques semaines, les opérations synchronisés de nos comptes Desjardins s'affichent en anglais uniquement.   Nous n'avons rien modifié de notre coté. Cela est arrivé suivant une synchronisation. J'aimerais savoir comment remettre les opérations en français et corriger les opérations en anglais. Cela ne semble qu'affecter Desjardins, car les autres comptes d'autres institutions sont toujours téléchargées en français.   Merci [PII Removed]  

In the credit card bank feed, wrong date format shown. So when i am trying to categorize by change the date it shows the error" An unexpected error occurred while accepting your downloaded transaction"

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