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Hello there, brightroad.
It would be my pleasure to provide additional clarification on your question about the downloaded transactions.
Can you share with me the name of your bank? The data downloaded to the QuickBooks system will depend on the information provided by your bank. You can try logging into your bank's website and check the transaction type showing for the expenses.
If it's showing the accurate information, you can reach out to their Customer Support for further assistance. For now, you can use banking rules to ensure the downloaded transactions will show the correct types. I'm adding the article I recommend below for the detailed steps:
How to set and use banking rules for downloaded transactions.
Please let me know if I can be of any assistance. The Community will always have your back.
Hi there,
I hope you're doing fine!
Can you please share if there was any update/upgrade to the QBO service with such bank operators? I'm experiencing this same issue with Mountain America Credit Union accounts.
Any help would be much appreciated.
Thanks!
Merima
Welcome to the QuickBooks Comunity, merima-burgic. The investigation is still ongoing. Once there is an update, you will be notified. In the meantime, you could manually refresh the online banking connection. Here's how:
You can follow our blog to keep up with the latest news and updates. The Community and I are here to assist you at any time. Let me know if you have any additional questions. Take care.
Thanks!
We'll try this out and let you know more.
Merima
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