Banking & Currency

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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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The beg bal and the ending bal are the same with the bank statement. Even the deposits and payments are match with the bank statements.

Tangerine credit card transactions aren’t downloading. I need to authorize the account every time I open the app and still no updates?

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I just entered the historical data for payroll but now I need to reconcile the bank statements, how do I manually record the pay cheques?

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Hi there, I just want to learn from other users in Canada who use PayPal to receive payment and pay expenses a lot: How do you, or what is the easiest way to connect Quickbooks to PayPal? I was trying to download IIF file from PayPal but PayPal only allows downloading completed payment. This won't help a lot in accounting. Thanks. Leo

When I try and link my account it asks for user Id and customer id, when I talk to the bank, they say use the personal bmo, which is not available as an option

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