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February 3, 2020
Question

Updating Account

  • February 3, 2020
  • 1 reply
  • 0 views

I have just updated my banking details at QB request and this has totally screwed up all my records .......thanks yet another let down I have now got to get an extra visit from my book keeder...... any chance you lot can get your act together and test your updates first

1 reply

Level 14
February 3, 2020

Hello DevlinR Maguire, 

 

Are you meaning you have updated your banking details on the banking section of Quickbooks or are your subscription. 

February 6, 2020

What ??? Just read my question

Level 13
February 6, 2020

Hello DevlinR Maguire, 

 

When you updated the bank did this bring in recent transactions or show an error code?

 

If transactions have duplicated in the bank feed you can exclude these easily by selecting the check-box to the left of the transaction in the For-Review tab and selecting Batch Actions > Exclude. 

 

Thanks