QuickBooks Q&A

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cannot download transactions from wells fargo using quickbooks connection tool. just says error for few days now.

Hello,I'm using the web based version of Quick Books Self employed. I was having no problems at all until I discovered a batch of missing transactions in the middle of the year. I decided to upload a .csv file of these transaction, however I used the wrong file and uploaded the whole year. I now have numerous duplicate transactions. Can I delete this whole year and start again and if so how do I do this? Any help would be much appreciated. Kind regards Tracey

My bank account is reconciled through August 2021.  I was out sick and couldn't reconcile the last 4 months of the year until this month.  However, when I click register, it says the last date reconciled is "date ending 12/31/2020".  BUT the history shows the reconciliations complete through August 2021.  Any ideas how to fix this?  I'm not planning to re-reconcile everything because the history shows the account is mostly reconciled - so somewhere the system knows it was completed (plus the 'un-reconciliaiton nightmare' we all know about). To recap:  account reconciled through August 2021.  History confirms reconciliations complete.  When attempting to reconcile the rest of the year, the system says last reconciliation was 12/31/2020.   Thanks in advance.

After I had reconciled my accounts for 2023, I realized that two transactions were entered incorrectly. The first was a refund from an overpayment from a customer, the second was a mis-categorization of a check written for a partner. Once I changed these, the original reconciled transactions were deleted and now before I can do the January 24 reconciliation, I have an error in the amount of those two deleted transactions. How can get back to the $0 amount? I've tried to follow the examples, but none seem to match what I did and how I can't fix it to get a difference of $0. HELP!

My beginning balance in December is $1M off from what it should be.  When i click unreconcile to look at November beginning balance, this is off but by a different amount-$1.1M.  I called QB.  First, the people that answer the phones know nothing; they are messaging techs who then play telephone game to relay info - I cannot actually talk to a tech.  Then i ask for supervisor, thinking as a supervisor they would have more knowledge but nope - they just takes feedback.Their solution - do a Journal entry to force balance to be correct!!!  WHAT?!?!?!  Any accountant knows that is against GAAP and that it will not help to do a JE if the bank recons are wrong for months at a time; i need to know WHY they are wrong and fix it and watch for it in the future. At least the near futuree becuase we are DUMPING QB ASAP!So i pulled audit report and those shows 2 items totally $2K so no help there.  Is there an acutal accoutant or somepne with k

My client does their own bank reconciliation.  Several months ago, she entered the wrong year and proceeded to reconcile.  For example, she was reconciling January 31, 2023 and she put January 31, 2024.  QB took it and each month since she has used 2024 as the year. How can I help her get this straight? 

Hello,I am reconciling my January books and my quick books told me my balance is off. When viewing the reconciliation discrepancy report it appears the issue is with some transactions from October. In October I had some transactions accidentally get deleted and I had to manually re-enter them. I didn't have any issue reconciling October, November or December after that. When I view my report I see several transactions from October plus the ones that were deleted. Many more than what is on my bank statement. How do I tell if some transactions are doubled and how do I proceed to fix the discrepancy in the balance.

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I checked the bank website and everything looks good on that end.

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Hello,Hope someone can help me.Can't fix error 103. I am not able to reconnect the bank to QB online. I am 100% sure I use the correct user ID and psw and still get the error 103.Thank you

My bank feed is not updated. I have clicked edit sign in info and resigned into my bank account. However, it is not accepting my login information which I verified it was correct at the bank website. How do I fix this.

Quickbooks is prompting me with a "103" "error for additional verification, probably via 2FA, to reconnect me to my bank account (Bluevine) but there is no way to provide 2FA codes and I can't proceed. What should I do?

Hello, I am trying to match a client payment to a bank deposit but the payment or the corresponding invoices are not listed to match to.    I see the invoices are paid, how can I find out if they have been matched to another deposit?  Are there any other reasons why they would not be listed? thanks!

Hello, Does anyone have any ideas on how to fix error 9999. I have been on tech support 6 times now and they all just do the same steps and eventually say it's a "Back end issue". I have been unable to check my accounts for about 2 weeks which is just awesome as we go through this CV stuff. Very unprofessional... If you have any advice, please let me know!  cheers, 

16 days with no bank connections and a 9999 code that flashes. Support is no help.  QB and BOA chats and emails and still no connection.  NO HELP FROM QBO or BOA.  Support will respond as if they are fixing the problem but it's a 2 hour trap to nowhere.

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I've connected my account seamlessly for years to Merrill Lynch.  Recently, it stopped updating and, when I went to re-connect, it gave me a 105 error and said it can't connect.  I removed the connection and tried to start from scratch and got the same error.  Is there any solution to this?

I have three bank accounts connected in QB. Two of the three are working properly. The third has mysteriously stopped importing individual transactions. No error codes are showing in QB. My bank hasn't updated any software. I am at a loss on why this has happened and how to fix it. I've talked to a QB rep 3 times with no resolution.

My bank changed their online URL. Per these board, I disconnected the old accounts and reconnected the new accounts. I now have two accounts for each and the one that is connected isn't connected to the register of the original one.  Do I simply merge the two accounts, making the new one that is connected the one that remains?  Is there anything I need to be careful about? HELP!

I have one transaction that comes up with the "checks to be printed" and I can't disable. It was paid via online banking in quickbooks which I use 95% of the time. It is also reconciled. It is not a payroll check. I have attempted to edit but the pull down to remove is not highlight-able.