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Re: I need HELP Please

My transactions are not updating from the bank to quickbook.  I called the bank and was told I needed to call quickbooks because they don't support QBO.

QuickBooks Team

Re: I need HELP Please

Thanks for joining this thread, @Grace2019.


Let’s refresh the bank’s connection to download new transactions. Performing the process is quick and easy, and I’m here to show you.

 

  1. Go to the Banking menu on the left panel to select the Banking option.
    bkt.png
  2. In the Bank and Credit Cards drop-down, choose the account you’re working on.
    bkt1.png
  3. Hit the Update button located in the upper right hand.
    bkt2.png
  4. Some banks require additional authentication. If you’re prompted to enter the Multi-Factor Authentication (MFA) credentials, please follow the onscreen instructions.

However, if you get an error, I suggest following the steps in the What to do if bank transactions won’t download article.


This gives an overview of how to resolve online banking issues. For the specific error code, proceed directly to Step 3 and click on the link to view the detailed instructions.

 

After following these steps let me know how if you have any follow up questions or concerns. I’m here anytime to assist further.

Not applicable

Re: I need HELP Please

all I need is my product LICENSE NUMBER

QuickBooks Team

Re: I need HELP Please

Hello there, WSCOTT101.

 

Customer's posting in this thread are using QuickBooks Online. If you're referring to QuickBooks Desktop (QBDT) license number, then I'll still be happy to help you here.

 

There are different ways to get your license number in QBDT. One option is to visit the Customer Account Management Portal Site (CAMPS) web page. From here you can manage all your QuickBooks Desktop products and perform tasks such as finding your license/product information and downloading your software. 

 

Once you're able to login, in the Product and Services section it will show the lists of all the software you have purchased. The main page only shows the five most recent items, select Show All in the lower right of this section, scroll through the entire list to see all your subscription and purchased the software. 

 

In addition, these article can also help you locate your license number in QuickBooks Desktop.

Know that you're always welcome to come an visit us again. If you have other concerns aside from this, please let me know and I'd be glad to further assist.

Not applicable

Help

From desktop have quickbooks backup fie that need to be up loaded into quickbooks.

Content Leader

Re: Help

It's nice to have you in the thread, @Ignatius 1. I'd be glad to lend a hand with moving the file into QuickBooks. 

 

Should you need to upload your backup file into QuickBooks Desktop, the steps can be found in this article: Restore a backup of your company file.

 

If you're needing to move the file into QuickBooks Online, I recommend this link: Move your QuickBooks Desktop file to QuickBooks Online. This resource also contains information about accessing a trial version of Desktop, should you not have one installed on your computer.

 

Please let me know if you need further assistance with loading the file. Cheering you to continued success.

Not applicable

Re: I need HELP Please

Where is my email confirmation of my recently purchased QB for self employeed? Why didnt I get a link for my desktop to access my account.. Does it come with a mobile APP?  

[email address removed]

 

QuickBooks Team

Re: I need HELP Please

Let's check your spam or junk emails, Gregc61.

 

From there, look for an email confirmation from QuickBooks Self-Employed. We won't be notified if the email was on any of those folders.

 

You can click on the link below so you can log in to your QuickBooks Self-Employed account. Just use the same email address as your User ID.

Additionally, you can download the app from your mobile device. Once downloaded, you can now log in using the same credentials. These are the links to download it:

Shoot me a reply if you have other questions.

Not applicable

Re: I need HELP Please

I need help with filling out information to change primary on account.

Please call me at [removed]

Content Leader

Re: I need HELP Please

It's nice to have you in the thread, @42295. I'd be happy to help with changing the primary.

 

To ensure that I provide you with the best resources, could you please let me know what product you're using? For example, it would be helpful if you were needing to change the primary on QuickBooks Desktop Enterprise 2019.

 

I'll be waiting on standby and look forward to getting this resolved. 

Not applicable

Re: I need HELP Please

why does my quickbooks says its expiring when ive updated the cards?

QuickBooks Team

Re: I need HELP Please

Let’s check the status of your account, @Growworld.

 

You can go to the Account and Settings by following these steps:

 

  1. Go to the Gear icon located in the upper right-hand corner and click the Account and Settings.
  2. On the left menu, click Billing & Subscription.
  3. Beside the Subscription Status, you can see the current status of the account.

If the status of your account is still subscribed and then you're still getting a message that your account is expiring, then I suggest contacting our Product Support team.

 

They have the tools to further check what causes this error and help in resolving this. You can arrange a callback to reach them. Here’s how:

 

  1. First, go to the Help icon to connect to a live support agent.
  2. Click on Contact Us button to provide some details about this concern.
  3. After adding some insight, tick on the Let's talk button.
  4. Lastly, select the Get a callback button to arrange a call from them.

Let me know if you have follow-up question about subscribing or if you have any other concerns, by leaving a comment below. I'm more than willing to help. Have a good one!

Not applicable

Re: I need HELP Pleasecant create copy for accountant. program says it can't verify data

 
QuickBooks Team

Re: I need HELP Pleasecant create copy for accountant. program says it can't verify data

Hi williamwarfel,

 

I will take your question as for QuickBooks Desktop since it's the only platform that can produce an Accountant's copy.

 

You can run the Verify and Rebuild utilities first before creating a copy for your accountant. The Verify utility will help us check which entry caused the error and the Rebuild utility will then fix it.

 

Feel free to share us some news after you run the tools. We're just right here to continue to help.

Experienced Member

Re: I need HELP Please

I can not open my quickbooks desktop

Highlighted
Moderator

Re: I need HELP Please

Let's do some troubleshooting to resolve the error, Lizallstar.

 

Let's start by updating QuickBooks Desktop to the latest release. This will help you download the changes, improvements, and fixes that were made to QuickBooks.

 

Here's how:

  1. Select Help at the top menu bar, then choose Update QuickBooks.
  2. Choose Update Now at the top, then check the box next to Reset Update.
  3. Click Get Updates.

Once the update is done, let's proceed to these steps:

  1. Press and hold the Ctrl key while double clicking the QuickBooks Desktop icon.
  2. If the program fails to open, see QuickBooks Desktop does not start for steps to resolve.

Now, we'll need to verify that only one computer is hosting your company file, You'll want to turn off hosting other computers.

 

  1. Select Utilities from the QB File menu.
  2. Select Stop hosting multi-user access.

If the error persists, you can proceed on the If these steps fail to resolve your issue, proceed below to follow the details steps part of this article: Resolve Problems Opening QuickBooks Desktop or your Company File.

 

Please let me know how it goes. If you need anything else, I'm here to assist you further.

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