Banking & Currency

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i am looking for the availability to add more than one method to receive a verification code when there is an error code when trying to update bank transactions

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Change occurred with Tangerine last week. I notified QuickBooks, but they haven't updated the software yet.

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I have a chequeing, a savings, and a credit card that I use for freelancing. Am i only able to import all the transactions to the account named "cash," or is there a way for me to add more accounts manually, so that I can import the transactions to the proper account?

manually entering transactions

initial upload of bank transaction have been swapped with bank and credit card how to reverse

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I created a new credit card account. Quickbooks does not support importing to the bank feed from this credit card, so I will need to be manually inputting. From my bank account bank feed, I select "Record as transfer" and the new credit card account to record the payment that my bank account made to pay off my credit card. I cannot add this and I am getting the error message from Quickbooks "Select the account this money transfers to". The error doesn't really make sense because it is selected. Any suggestions?

Crédit card payement , 6 days still no money

I'm cleaning books for 2024 and 2025. I have matched sales receipts and have a few more to match. I was working on them yesterday and suddenly, poof, a lot of them are gone. I have now only 37 transactions in the posted tab and they are from 2024 and 2025. The bank register has them all. I would like to understand why qbo keeps doing this. I had this issue a few weeks ago, then the transactions appeared again. It would show 1500 posted transactions in 5 pages of 300 transactions each, but only the first 3 pages would have information. If I wanted to export the entire 1500 transactions, I had to sort spent column, and export, and then sort the received column, and export, to get the entire list. I know some will say why I do it this way, but this is what works for me. I was told qbo deletes historical data in the bank transaction posted tab, but i have worked for a client updating the books since 2021 and I did not have this issue. THis is this year new qbo behaviour. Thanks for helping

Can QBO develop a simple Mortgage/Loan calculator to general a repayment schedule with principal and interest . Then further can you develop an automation to use that loan payment schedule to automate monthly payments on loans and mortgages

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Banque National du Canada

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How to add Wise accounts as bank feeds?

Some entries do show but not all yet they show in "posted" section of bank transactions

I just got a new Wealthsimple Visa Infinite Credit Card but for some reason it doesnt show up when I try to connect it to my QBO. All other accounts show up like Chequing, TFSA, RRSP & FHSA but no VISA card. Anyone else having the same issue or know the solution?

We have a bank account with multiple authorized users. Each user has their own sign-in credentials. For example our organization bank account allows the Treasurer access to do transactions. The same account can be accessed by the bookkeeper to do bank transactions. The Treasurer and the Bookkeeper have different bank sign-in credentials. How can we set up Bank Connection in quickbooks Online so that both the Treasurer and the Bookkeeper can Update Transactions in QB?

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We have many of our corporate clients' bank feeds are disconnected frequently. Any update on our side incl. update of Feed or Statement View, triggers 2 steps verification, client needs to answer question, or our physicians get a message in their phones, ... which caused many interruptions and concerns. Is this going to be resolved? We see the issue for RBC & Scotia Bank. In a call to RBC they mentioned that we've noticed this for some clients and shared with QuickBooks and have been told QuickBooks is working on this, given nothing can be done by RBC. I appreciate an Update from QuickBooks on this. Thank you

I reported this error a few weeks ago and was told it was a know error. I was given a link to manually download them, but I did not receive a transcript of the chat so lost the link.

I cannot download Qbo file to qbo

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