I have no idea what is happening unless this woman at Truist was nuts.
My client patched me in on their conversation as she thought is was crazy also, and wanted me to hear it.
They took out the phone number in this, but it is the one QuickBooks give you to call.
I just received a notice on another Truist client that it was disconnected.
Your guess is as good as mine, but I thought I would put it out there.
I am in my Truist Checking Preferences but there is no where to switch from classic to express mode. I have the option of signing up for Direct Connect, which I know I do NOT want, but there are no other options here. Any suggestions?
Thanks for letting us know the steps you've performed, ccsmith14.
I'm here to guide you in switching between banking modes in QuickBooks Desktop.
You can view the different modes on the QuickBooks Desktop Preferences page. Beforehand, please update the program to the latest release and change to single-user mode.
Here's how to switch to Express mode:
For more details about the process, please see this article: Switch Between Banking Modes.
Once you download your bank transactions, I encourage checking these articles to learn more about categorizing them:
I'd appreciate it if you'll update us if you have additional questions about the process. We want to make sure you can switch to the correct mode.