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mike-aspyr-group
Level 1

I connected a wise business account, the current balance synced with QBO but no transactions. I was sure to set permissions all the way back to account opening date.

Anybody know how to get the transactions to sync to QBO
2 REPLIES 2
SME Bookkeeper
Level 4

I connected a wise business account, the current balance synced with QBO but no transactions. I was sure to set permissions all the way back to account opening date.

Hi @mike-aspyr-group 

 

Thank you for writing here.

 

While you will connect any bank/credit card with QuickBooks Online, It will create a bogus transaction in your bank register.

Delete that transaction if that doesn't have any existence.

Or Edit that as per your statement shown.

If you think you didn't set the right starting date, then reconnect it with QuickBooks Online

 

For further bookkeeping, assistance writes here or check my bio for assistance.

 

All the best

@SME Bookkeeper 

Ashleigh1
QuickBooks Team

I connected a wise business account, the current balance synced with QBO but no transactions. I was sure to set permissions all the way back to account opening date.

 Hello Mike-aspyr-group, Thanks for posting on the community page, you can csv the transactions into the account so that they then show up for you, this article shows you the format it needs to be and how to import/upload them into your account.

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