After weeks of QB Online not connecting to Wescom, it now connects OK but the transactions are reversed. Manual download of CSV works properly. Has QB been corrupted?

I appreciate you taking the time to share your thoughts and experiences on our Community forum, marjortom. Thank you also for reaching out to our support team previously and for letting us know that manual import works on your end. Your proactive approach to communicating your concerns is valued.

After connecting your bank to QuickBooks, transactions that'll download will depend on the financial data shared by your bank. Moreover, if Wescom is configured as a credit card account in QuickBooks, then please note that the transactions will appear as reversed. In this situation, you can verify your bank setup.

In the meantime, we can exclude those reversed transactions and manually import them using a CSV file format. When you exclude a transaction, it doesn’t appear in any account registers or financial reports.

I'll guide you on how you can exclude them:

1. Go to the Bank transactions page and choose the For review tab. 
2. Check the checkboxes for that reversed transaction.
3. Click Exclude.
   

Afterward, the transaction moves to the Excluded tab of the Banking page.

However, if Wescom is set up as a bank in the program, you can contact your financial institution to adjust the settings for accurately importing your bank transactions.

Let me know in the comments if you have additional questions, marjortom. We are committed to providing a seamless experience for all our users, and we will continue to monitor and address potential problems that may arise.

My Bank transaction screen does not show the option to reverse like the image you provided. I've attached an image that shows 2 transactions downloaded 2 different ways. The ones with a red line were automatically downloaded while the ones with yellow highlight were manually downloaded, The yellow ones are correct. The ones with red lines are opposite of reality. This is happening on all checking account items and I think on my Wescom Credit Card as well.

After speaking with tech support again yesterday, they asked me to take up the issue with my bank and I'm still waiting for their response.

If I did have the option to reverse or enter as shown, I might try it. But I wonder if that would fix it going forward or need to be a requirement for the rest of the time that I am a QB user. I'm afraid to process anything else while waiting for a true fix so I don't have to reverse everything again.

Thanks for getting back to the thread and adding a screenshot, @majortom. 

Let me join this conversation and provide further insights about downloaded transactions in QuickBooks. 

After connecting your account to online banking, QuickBooks automatically download transactions. How they are transmitted to the Banking page depends on the data given by your financial institution. 

Since downloaded transactions are showing in reverse, I recommend excluding them. Then, manually import the correct data on QuickBooks. 

Here's how to exclude banking transactions:

1. Click the Transactions menu, then select Bank transactions.
2. Go to the For Review tab.
3. Select the checkbox of the transactions to exclude.
4. Click Exclude.

Once done, follow the steps in this article to upload transactions into QuickBooks: How to import transactions from your bank in QuickBooks Online manually.

I also suggest contacting Wescom Bank customer support to know if the issue steams on their end. This way, they can review your account and help fix the downloaded reverse transactions.

In addition, the steps given by my colleague above are intended for manually uploading transactions. This is why you're unable to see the Reverse all values option.

After your transactions are in QuickBooks, it's time to match and categorize them. They will go into your accounts after you review them.

If you have further questions about correcting downloaded transactions into QuickBooks, just add them to the thread. We'll be here to help. Have a good one.

I'm aware of how to manually download bank transactions as well as how to exclude items.

Just trying to figure out why the automatically downloaded items are suddenly reversed and whether it can be fixed or not. Whether it be Wescom or QB. 

The way my downloaded CSV files look, and how they match the  manually downloaded imports from the bank look, I'm wondering what method the automatic downloads use and if they use same or different files than the CSV files I'm downloading manually.

I'll lend a helping hand in resolving automatic download issue encountered in QuickBooks Online, Majortom.

The automatic downloading of banking transactions via QuickBooks will vary depending on how the data is entered within the QuickBooks Online platform.

Given that your transactions appear as reversed on your end, we suggest excluding them and manually uploading them into the system. This is one of the initial step in resolving importing issues.

Additionally, we can contact Wescom to verify any issues, ongoing maintenance, or updates. This will help confirm potential issues and ensure we stay updated on any changes they may have implemented.

However, if the issue persists, we recommend calling your QuickBooks Online support team so they can investigate more regarding this topic.

Also, we can read through this article to help you fix online banking matters for your forthcoming reference: Fix online banking errors in QuickBooks Online.

We are still here to deliver further support to the about the importing banking transactions concerns in QuickBooks Online. I'll make sure to get back to you as soon as possible.

I've been waiting for over 24 hours for a reply from Wescom. If you can reach out, please do.

You said "The automatic downloading of banking transactions via QuickBooks will vary depending on how the data is entered within the QuickBooks Online platform."  How is the data entered within the QB platform for an automatic update??? Is that under my control? What changed in the last month after being a customer of both Wescom and QB for many years without this issue?

You said..."Given that your transactions appear as reversed on your end, we suggest excluding them and manually uploading them into the system. YES! Of course! I know to exclude them but am waiting to do any banking in QB until this is resolved. So I hope to get an answer before doing any banking options.

The article you referenced was of no help.

I'm thinking that the Online support team has been passing the buck and not understanding the issue up til now. They've blamed the issues on me not logging in frequently enough and then suggesting that I pay a fee for QB live as well as suggest I pay an accountant to get involved. I'm wondering how any accountant can solve a problem that has to be either with my bank or Quickbooks???  I've stated already that manual CSV downloads from Wescom work OK.

I can see how the reversed transactions affect the accuracy of your books, majortom. Let me route you to the appropriate support to sort this out.

How transactions will appear in QuickBooks will vary in how these data are provided by your financial institutions. However, transactions are reversed once automatically downloaded from a credit card account.

Since the issue occurs for your checking and credit card accounts, I recommend contacting our customer support team to report this matter. I understand you've contacted them already, but they have all the necessary resources to examine this case thoroughly. They can also raise a ticket to get this investigated if the needs arise.

Here's how:

1. Click on Help (?) within your QuickBooks Online company.
2. Proceed to the Search tab and select Contact Us.
3. Determine how you would like to connect with an expert: Get a callback or Ask the community.

Also, please note their support hours so they can connect with them accordingly.

On the other hand, you can scan this material for guidance on reviewing your transactions and post them on the appropriate accounts: Categorize online bank transactions in QuickBooks Online.

Notify us in this forum if you have other questions when downloading and managing your business transactions in QuickBooks Online. We're here to help.