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bank feeds: I am only starting Quick Books in 2020 so I don’t want to download 90 days of bank transactions, only transactions since 01/01/2020, how can I do this?

Glad to have you here in the Community. Using Bank Feeds in QuickBooks Online, your bank will pull in 90 days worth of transactions. While some banks support the ability to select a date range when connecting, this doesn’t apply to all banks. If you notice that your bank pull […]

Resolution for 'bank feeds issue: 'I am only starting Quick Books in 2020 so I don’t want to download 90 days of bank transactions, only transactions since 01/01/2020, how can I do this?' available: Yes.

The bank feeds issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the bank feeds issue yourself by looking for a resolution described in the article. If it is a complex bank feeds issue or you are unable to solve the issue, you may contact us by clicking here or by using other bank feeds support options.

For more information about resolving issues related to bank feeds in Quickbooks/QBO or to get support for the issue 'I am only starting Quick Books in 2020 so I don’t want to download 90 days of bank transactions, only transactions since 01/01/2020, how can I do this?', click the link below:

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bank feeds: I cannot change my user ID for windows QB desktop 2019 to sign in

The answer to my question I found by calling Intuit tech support.  By going to the help menu and selecting Reset Intuit ID Settings… I was able to remove the grayed out user id and enter in my current.  […]

Resolution for 'bank feeds issue: 'I cannot change my user ID for windows QB desktop 2019 to sign in' available: Yes.

The bank feeds issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the bank feeds issue yourself by looking for a resolution described in the article. If it is a complex bank feeds issue or you are unable to solve the issue, you may contact us by clicking here or by using other bank feeds support options.

For more information about resolving issues related to bank feeds in Quickbooks/QBO or to get support for the issue 'I cannot change my user ID for windows QB desktop 2019 to sign in', click the link below:

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bank feeds: In mobile app, when you scan receipts then later “add” them from your computer, do you get duplicates when the bank feed updates?

To answer your question, yes. Once you added the receipts as an expense transaction, you can match it to the existing transaction on the bank feeds to avoid any duplicates.

 

You can check this article to learn more about matching transaction and the detailed steps: Match and […]

Resolution for 'bank feeds issue: 'In mobile app, when you scan receipts then later “add” them from your computer, do you get duplicates when the bank feed updates?' available: Yes.

The bank feeds issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the bank feeds issue yourself by looking for a resolution described in the article. If it is a complex bank feeds issue or you are unable to solve the issue, you may contact us by clicking here or by using other bank feeds support options.

For more information about resolving issues related to bank feeds in Quickbooks/QBO or to get support for the issue 'In mobile app, when you scan receipts then later “add” them from your computer, do you get duplicates when the bank feed updates?', click the link below:

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bank feeds: Bank Feeds

Before uploading the WebConnect file from your bank, you may need to deactivate Bank Feeds first for that specific account.

 

Here’s how:

 

  1. Click the List tab at the top menu bar.
  2. Select Chart of Accounts.
  3. Right-click the account.
  4. Click Edit Account.
  5. Go to the Bank Feed Settings tab.
  6. Select Deactivate all […]

Resolution for 'bank feeds issue: 'Bank Feeds' available: Yes.

The bank feeds issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the bank feeds issue yourself by looking for a resolution described in the article. If it is a complex bank feeds issue or you are unable to solve the issue, you may contact us by clicking here or by using other bank feeds support options.

For more information about resolving issues related to bank feeds in Quickbooks/QBO or to get support for the issue 'Bank Feeds', click the link below:

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bank feeds: Multiple Bank accounts from the same bank and bank feeds

I’m here to address your concern with connecting your multiple IDs for the same bank.

 

At this time, connecting multiple customer IDS with the same Financial Institution is unavailable in QuickBooks Desktop (QBDT). This feature is up and running for Online (QBO) users.

 

For more in-depth information about bank feeds, you can refer to […]

Resolution for 'bank feeds issue: 'Multiple Bank accounts from the same bank and bank feeds' available: Yes.

The bank feeds issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the bank feeds issue yourself by looking for a resolution described in the article. If it is a complex bank feeds issue or you are unable to solve the issue, you may contact us by clicking here or by using other bank feeds support options.

For more information about resolving issues related to bank feeds in Quickbooks/QBO or to get support for the issue 'Multiple Bank accounts from the same bank and bank feeds', click the link below:

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bank feeds: How to undo approved bank feeds?

Allow me to help share some information about matching and unmatching transactions from your bank feeds.

 

You can remove multiple deposits you’ve approved from the Transaction list window. Let me walk you through how to do it at one time in QuickBooks.

  1. From the Banking menu, select Banking Feeds.
  2. Select Bank Feeds […]

Resolution for 'bank feeds issue: 'How to undo approved bank feeds?' available: Yes.

The bank feeds issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the bank feeds issue yourself by looking for a resolution described in the article. If it is a complex bank feeds issue or you are unable to solve the issue, you may contact us by clicking here or by using other bank feeds support options.

For more information about resolving issues related to bank feeds in Quickbooks/QBO or to get support for the issue 'How to undo approved bank feeds?', click the link below:

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bank feeds: Bank Feeds – pls can you advise a list of banks with proper & consistent connectivity. Are there particular banks more problematic?

Let me provide you some insights about how QuickBooks connects with your selected bank.

Most of the banks are supported as long as there aren’t any issues with the bank’s end, the connection should be consistent.

You can choose which bank you want to connect. However, the system can also provide you some […]

Resolution for 'bank feeds issue: 'Bank Feeds – pls can you advise a list of banks with proper & consistent connectivity. Are there particular banks more problematic?' available: Yes.

The bank feeds issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the bank feeds issue yourself by looking for a resolution described in the article. If it is a complex bank feeds issue or you are unable to solve the issue, you may contact us by clicking here or by using other bank feeds support options.

For more information about resolving issues related to bank feeds in Quickbooks/QBO or to get support for the issue 'Bank Feeds – pls can you advise a list of banks with proper & consistent connectivity. Are there particular banks more problematic?', click the link below:

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bank feeds: Bank Feeds

When merging the two accounts, one will be deleted and the other one will keep the transactions created. This may be the reason why your original bank account is still not showing when exporting your bank transactions.

 

To verify which account was deleted, I’d suggest contacting our QuickBooks Desktop […]

Resolution for 'bank feeds issue: 'Bank Feeds' available: Yes.

The bank feeds issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the bank feeds issue yourself by looking for a resolution described in the article. If it is a complex bank feeds issue or you are unable to solve the issue, you may contact us by clicking here or by using other bank feeds support options.

For more information about resolving issues related to bank feeds in Quickbooks/QBO or to get support for the issue 'Bank Feeds', click the link below:

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bank feeds: Can A/R be cleared if payments weren’t assigned to a deposit? Deposits appearing in bank feed were used to clear deposits w/o matching to A/R. A/R Aging is inaccurate.

You can clear the invoices (A/R transaction) without matching the deposit. You’ll just have to manually receive the invoice payments. Then, you can exclude the deposits in the bank feeds.

 

Here’s how to exclude them:

  1. Click Banking, then choose Banking.
  2. Choose the bank account.
  3. Look for the deposits, then put check […]

Resolution for 'bank feeds issue: 'Can A/R be cleared if payments weren’t assigned to a deposit? Deposits appearing in bank feed were used to clear deposits w/o matching to A/R. A/R Aging is inaccurate.' available: Yes.

The bank feeds issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the bank feeds issue yourself by looking for a resolution described in the article. If it is a complex bank feeds issue or you are unable to solve the issue, you may contact us by clicking here or by using other bank feeds support options.

For more information about resolving issues related to bank feeds in Quickbooks/QBO or to get support for the issue 'Can A/R be cleared if payments weren’t assigned to a deposit? Deposits appearing in bank feed were used to clear deposits w/o matching to A/R. A/R Aging is inaccurate.', click the link below:

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bank feeds: Some advice re Undeposited Funds & Bank Feeds.

I have recreated the scenario in my books and i’ve managed to fix it on mine. What i want you to do, is where it currently says “Amounts are “Inclusive/Exclusive of Tax” and change that to “NO VAT” please? Do this for all the deposits you don’t want including, the […]

Resolution for 'bank feeds issue: 'Some advice re Undeposited Funds & Bank Feeds.' available: Yes.

The bank feeds issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the bank feeds issue yourself by looking for a resolution described in the article. If it is a complex bank feeds issue or you are unable to solve the issue, you may contact us by clicking here or by using other bank feeds support options.

For more information about resolving issues related to bank feeds in Quickbooks/QBO or to get support for the issue 'Some advice re Undeposited Funds & Bank Feeds.', click the link below:

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