Quickbook desktop update problem

Jacob Q · ‎February 02, 2022

Hi all. I noticed that after my last update on quickbooks desktop. The automatic matching for online transactions (from merchant deposit services to quickbooks) started to become inconsistent. Usually it automatically matches online transactions by batch, but now it's not consistent. And I have to manually match them and its just a pain. This wasnt a problem before after the update. I thought it would resolve by itself but it didnt. This problem is been goin on for a month. I tried reupdating it but the problem is still the same. I called support but none of them fixed it. I wasted so much time trying to fix the problem. Anyone here had the same issue?

LieraMarie_A · ‎February 02, 2022

Hi there, @Jacob Q. I've got some information and troubleshooting steps to share with you.

Have you installed the QuickBooks Tool Hub in your computer? This tool can be used to deal with the network problems, company file damage, performance issues, etc. To single out this issue, let's run the Quick Fix my Program tool from the Tool Hub to end QuickBooks processes running in the background.

Please follow these steps to perform a mini repair on your software:

Close your QuickBooks.
Download the QuickBooks Tool Hub file.
Open the QuickBookstoolhub.exe file. It gets saved in the download folder.
Follow the on-screen steps to install and agree to the terms and conditions.
Click Finish.
Double-click the icon on your Windows desktop to open the tool hub.

From there, let's run the Quick Fix my Program tool from the Tool Hub.

In the QuickBooks Tool Hub, select Program Problems.
Select Quick Fix my Program.
Start QuickBooks Desktop and open your data file.

You can also create bank rules in QuickBooks Desktop to help automatically categorize transactions for you.

Here's how:

Go to the Banking menu.
Select Bank Feeds and then Bank Feeds Center.
Select Rules, then select Add Rule.
Add a Rule Name, then select if it’s Money In or Money Out or Both.
Add Conditions and if the rule is for Any or All of the conditions for description, memo, and amount.
If your class tracking is enabled, add values for Payee, Account, and Class.
For Money Out rules, you can also assign a Customer:Job
Add the conditions for the rule, then when you’re done select Save.

You can also check out this great resource to resolve issues when updating QuickBooks Desktop: Fix errors when updating Desktop or Payroll.

You can visit us again if you need further assistance with categorizing bank transactions. We're always here to help.

View solution in original post

LieraMarie_A · ‎February 02, 2022

Hi there, @Jacob Q. I've got some information and troubleshooting steps to share with you.

Have you installed the QuickBooks Tool Hub in your computer? This tool can be used to deal with the network problems, company file damage, performance issues, etc. To single out this issue, let's run the Quick Fix my Program tool from the Tool Hub to end QuickBooks processes running in the background.

Please follow these steps to perform a mini repair on your software:

Close your QuickBooks.
Download the QuickBooks Tool Hub file.
Open the QuickBookstoolhub.exe file. It gets saved in the download folder.
Follow the on-screen steps to install and agree to the terms and conditions.
Click Finish.
Double-click the icon on your Windows desktop to open the tool hub.

From there, let's run the Quick Fix my Program tool from the Tool Hub.

In the QuickBooks Tool Hub, select Program Problems.
Select Quick Fix my Program.
Start QuickBooks Desktop and open your data file.

You can also create bank rules in QuickBooks Desktop to help automatically categorize transactions for you.

Here's how:

Go to the Banking menu.
Select Bank Feeds and then Bank Feeds Center.
Select Rules, then select Add Rule.
Add a Rule Name, then select if it’s Money In or Money Out or Both.
Add Conditions and if the rule is for Any or All of the conditions for description, memo, and amount.
If your class tracking is enabled, add values for Payee, Account, and Class.
For Money Out rules, you can also assign a Customer:Job
Add the conditions for the rule, then when you’re done select Save.

You can also check out this great resource to resolve issues when updating QuickBooks Desktop: Fix errors when updating Desktop or Payroll.

You can visit us again if you need further assistance with categorizing bank transactions. We're always here to help.

CLM1 · ‎April 28, 2022

@Jacob Q wrote:
Hi all. I noticed that after my last update on quickbooks desktop. The automatic matching for online transactions (from merchant deposit services to quickbooks) started to become inconsistent. Usually it automatically matches online transactions by batch, but now it's not consistent. And I have to manually match them and its just a pain. This wasnt a problem before after the update. I thought it would resolve by itself but it didnt. This problem is been goin on for a month. I tried reupdating it but the problem is still the same. I called support but none of them fixed it. I wasted so much time trying to fix the problem. Anyone here had the same issue?

YES! Mine started not working back in December 2021 after an update I did with QB over the phone. I have been in contact with customer service 8-times since and no solution (it is now April 28, 2022). Multiple CSRs had me go through multiple steps, including uninstalling and reinstalling, Quickbooks tool hub -- nothing works. Although, a few CSRs had me do a dummy account and it worked find. Anyway, my situation, as I have been told ( since the end of February 2022) and again, the last few times is that it has been escalated to the software engineers. They are aware of the situation as many others are affected by this, too. That they will notify me when a solution is available. I'm beginning to think they have written me off.

CLM1 · ‎May 16, 2022

@Jacob Q wrote:
Hi all. I noticed that after my last update on quickbooks desktop. The automatic matching for online transactions (from merchant deposit services to quickbooks) started to become inconsistent. Usually it automatically matches online transactions by batch, but now it's not consistent. And I have to manually match them and its just a pain. This wasnt a problem before after the update. I thought it would resolve by itself but it didnt. This problem is been goin on for a month. I tried reupdating it but the problem is still the same. I called support but none of them fixed it. I wasted so much time trying to fix the problem. Anyone here had the same issue?

Your situation is showing up as RESOLVED. Is it?

ajbsd · ‎May 18, 2022

Having this issue, too, last few weeks, still trying to figure a fix!!

QB tries to update but only get spinning icon with message: Please wait... We're matching your deposits to QuickBooks Desktop records

Only thing i can do now is go through Online bank feeds and manually input when clears.

Josefina · ‎June 08, 2023

I am having a problem similar I keep trying to log in to quickbooks and I keep getting a message from quickbooks update Service. It says looks like you don't have the required permissions. Contact your system administrator. What's new in this updat? then in blue it says close quickbooks. I can't fix it. Please help

JessT · ‎June 08, 2023

Hi Josefina,

Thank you for letting us know about your login issue after doing an update. Let me help you get back on track.

I can see that my colleagues above have already provided some troubleshooting steps, which are also applicable to your scenario. If you're done performing them and still getting the same result, please contact our QB Desktop Support so they can check this further using more tools. You can contact the phone number.

On the other hand, if you want to know what's the update about, please check out the following references:

QuickBooks 2023 R4_157.1
QuickBooks 2022 R9_54

Please don't hesitate to reach back out if you have other concerns with your QuickBooks. We're just around to help.

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