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Hi Jodis,
I wanted to help with your email concern. However, I need to get more details. Are you referring to the bank transactions? Did you get any error message? May I also know the name of the bank?
Thanks in advance!
I sent an estimate to a customer and he has yet to recieve it. My bank account is showing the correct amount but not in quickbooks the last items to be added. I have provident bank
Hi there, @Jodis.
Thanks for trusting your concern with us. I have some information about sending an estimate and also downloading transactions from Provident Bank.
There are a few possible causes why your customer doesn't receive the sent estimate:
To resolve it, please follow some troubleshooting steps below:
Ask your customer to check the junk mail and spam folders, or the Whitelist. Some customers add senders of legitimate emails to their Whitelist to ensure proper delivery of emails to the inbox.
If the email is still not found, try resetting your email address.
Here's how:
In case you still encounter the same thing, I suggest consulting an IT expert to have QuickBooks Online mail server host names and IP addresses be added to your outgoing mail servers.
For more insights on this matter, look into this article: https://quickbooks.intuit.com/community/Income-and-expenses/3-solutions-for-when-customers-aren-t-re....
On the other hand, for online banking that shows incorrect balances between the FI and QuickBooks, you can try to run a manual update on your bank account as an initial step. This way, you'll determine if there are bank transactions that were not downloaded in the Banking page.
Here's how:
If you're getting any error while doing the updates, follow some fixes listed in the following article below:
That information should allow your emails to send to your customers and also reconcile your FI and bank transactions. Please let me know how things go and if you have any questions by leaving a reply below. Wishing you a safe and wonderful week.
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