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F
FJH
April 24, 2023
Solved

Bank Feeds

  • April 24, 2023
  • 2 replies
  • 27 views

For some reason, it appears that only when logged in as 'admin', can someone then access bank feeds.

Doesn't seem to matter their permissions or roles...

Best answer by Candice14

Hey there, @FJH. 

 

It's great to see you back in the Community! Let me share some details about accessing your bank feeds in QuickBooks Desktop. 

 

Yes, you're correct. In order to access the bank feeds in your account, the user will need to be signed in as the "admin." 

 

I can see how beneficial this could be for your business if other users would be able to gain access to this feature. With that being said, I'll submit your feedback to our Product Developers so they can consider improving user permissions and more. 

 

As future reference, here's some guides that could help you out with bank feeds: 

 

 

Feel free to reach back out for further assistance. I'm only a post away. Have a splendid day and week ahead! 

2 replies

C
Candice14Answer
Level 8
April 24, 2023

Hey there, @FJH. 

 

It's great to see you back in the Community! Let me share some details about accessing your bank feeds in QuickBooks Desktop. 

 

Yes, you're correct. In order to access the bank feeds in your account, the user will need to be signed in as the "admin." 

 

I can see how beneficial this could be for your business if other users would be able to gain access to this feature. With that being said, I'll submit your feedback to our Product Developers so they can consider improving user permissions and more. 

 

As future reference, here's some guides that could help you out with bank feeds: 

 

 

Feel free to reach back out for further assistance. I'm only a post away. Have a splendid day and week ahead! 

    K
    KevinLTG
    October 4, 2024

    So this answer is bunk. I have a client with 4 companies. In three of the companies I can log in as the accountant with External Accountant privileges and work the bank feeds. Only the company that has credit card processing do I have to log in as the admin. 

     

    I think this is a Intuit error and they need to get this fixed.

     

    QuickBooks Enterprise 24.0. Bank feeds were accessible from the External Accountant permission log on until we updated to 24.0 

    I
    Irene RQuickBooks Team
    QuickBooks Team
    October 5, 2024

    Appreciate you for chiming on this thread, Kevin. I'm here to share information with company file log ins and access in QuickBooks Desktop (QBDT).

    There are numerous factors that can prevent access to bank feeds within a company's file. Understanding these issues and taking measures can significantly streamline the process and reduce downtime. Below are some of the most common reasons and steps you can take to resolve them:

    • The account is not yet added to the company file
    • An invitation email was not accepted yet
    • The accountant's login is damaged or corrupted

    Furthermore, I recommend on performing a troubleshooting by having your client remove your role as an External Accountant within their system and then re-add it. This approach can often resolve role-based access issues and refresh system permissions. Moreover, ensuring that your QBDT software is up to date facilitates smoother interactions with the software.

    Additionally, if your client is sending External Accountant changes you made, then they experienced errors. You can refer to this article on how to fix them: Fix errors when exporting accountant's changes in QuickBooks Desktop.

    Let me know if you have more inquiry in with accessing your client's company file, Kevin. I'll be sure to assist you once I get your reply. Keep safe!

    K
    Kevin_CModerator
    Moderator
    July 11, 2023

    I've got your back, @mbesso. I'm here to share additional insights about different banking modes in QuickBooks Desktop (QBDT).

     

    In QBDT, you have three Bank Feed modes available. Each mode displays and handles transactions in your Bank Feeds differently. Let me provide the steps so you can change between modes as often as you need.

     

    Here's how:

     

    1. Go to Edit, and then select Preferences.
    2. Choose the Checking section, then go to the Company Preferences.
    3. In the Bank Feeds section, select either:
      • Advanced Mode: This uses the Transactions List window to add or match transactions. You can quickly update transactions for future matches or create rules automatically to recognize and match transactions to your books.
      • Express Mode: This uses the Transactions List window to add or match transactions. Renaming rules are created automatically.
      • Classic Mode: This uses the account register to add or match transactions. Aliases match names exactly; you control when you want to create aliases.
    4. Tap OK to save your preference.

     

    Furthermore, see these screenshots for the layout differences between banking modes in QBDT:

     

    Once everything's good, you can categorize your downloaded bank transactions to keep your financial data accurate and updated. Refer to this article for detailed steps: Add and match Bank Feed transactions in QuickBooks Desktop.

     

    I'm just one click away if you have other concerns about the system's features or managing bank transactions in QBDT. Take care, and have a great day!

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