Banking

Hi, as at July 2024 QB does not support Heritage and People's Choice Ltd (previously Heritage Bank (of Australia). Has got an update on this ? and has anyone successfully imported transactions on a monthly basis from Heritage ? thankyou. 

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Hi - just switched from Ubank to Macquarie - and it is not able to complete form as something "unexpected" happened. I have entered all the correct details on the form. Anyone else have this issue?

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When looking at the bank transactions screen there are 3 tabs you can select.For Review, categorized, and excluded.In the For Review tab, what happens if select those transactions showing on that tab and click add under the action Colum?

how do i raise a credit for a customer and email the credit note to her for a product she has returned but doesn't want a refund 

Someone is creating a zapier app for me so they need to access to my QBO to test the zap.

Hi All,  Are users still having bank connectivity issues? I have tried all of the suggested fixes and I'm still unable to connect to my bank. Any help would be appreciated!!!! Not the kind of issue I want to have leading into EOFY.  Thanks

Macquarie Bank

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Good morning,I have a transaction that appears to be a duplicate. I have excluded it and then deleted it, however the next day it pops back up ready to be categized and I have no idea how to get rid of it. 

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I'm doing the Power BI work for someone else. I go through the OATH2 process, input his details and it refuses to connect. Then for the next few minutes I have to put my own details into teams, outlook etc. Its clearly using my details and failing rather than using the details I enter. Can I input someone elses log in details into the Power BI semantic model data source credentials?

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Is it just the CBA or is it other banks as well?

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Looking for ideas and Best in class practices for speed, accuracy etc. of accounting and tax management.Will next contact Accounting Expert of QuickBook live. Thanks,

I have established a new Family Trust.  The first deposit to the bank account is the Settlor's payment of $10 to activate the Family Trust.  How do we allocate this payment in QBO?  This is not an income.    Should we use the "Owners Equity" or some other account type?

I can access my banking outside of QB but not through QB

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