My QuickBooks has started importing transactions from my personal bank account even though it is clicked "off." How do I fix this?
Under "Bank Accounts" my Adv Plus Banking is my personal account and I keep this clicked to "off." Recently QuickBooks has been importing data from this account and listing it as transactions in my "Business Fundamentals Account." I have tried turning my Adv Plus Banking (the personal account) on and off which works temporarily, but in doing this, I am now receiving multiple duplicate business account entries daily. How can I fix this?
Thanks for providing on-point details of your banking con...
Thanks for providing on-point details of your
banking concern, scdanceworks.
Once you turned off your Adv Plus Bankingfrom your Bank accounts page, it should no longer show all the transactions
from that account. For more information about this, see this article: Hide
or Delete A Bank Account.
To help fix this, let’s first delete the
duplicate business account entries by excluding them. I’m here to walk you
through the steps.
Log in to your Self-Employed
account using a web browser.
However, if the same issue persists, you’ll need
the assistance of our Customer
Support Team. Just go to the Help
menu at the upper right, and then click Contact
us. From there, they can check what keeps the transactions from pulling in
from the personal account you’ve turned off and help fix it.
Just drop me a line below if you have follow-up
concerns about this or there’s anything else you need. I’ll gladly assist you