Finalizing Monthly Financials

Hi, @lskyhaz. I understand that you need to get your financials on time. Let's run some troubleshooting steps to get your entries on time.

If I may ask, are you referring to the posting of your bank transactions? If that's the case, QuickBooks simply accepts the transactions fed by your bank. Once your account is connected, the system will automatically download your latest bank entries. You can review them through the Banking page. However, if the posting is late, you can do a manual update to refresh the connection and download the missing entries.

Here's how:

1. Sign in to your QuickBooks Online (QBO) account.
2. Click on Banking at the left pane, then go to the Banking page.
3. Select your account, then tap on Update.

After that, switch back to the For review section to check your transactions. If the same thing happens, would you mind sharing the name of your bank account? This way, I'll be able to look for any open investigations on our record.

If you wish to, you can always upload your transactions manually using an Excel CSV to keep your financials up to date. I'm adding this material as your guide: Manually upload transactions into QuickBooks Online.

Please notify me in the comment section below if you have follow-up questions regarding your accounts or if you're pointing to something else. I'm always here to help. Have a good one!

My apologies, I think I haven’t explained well. I have no issues with my banking refreshing or carrying over to QuickBooks. My issue is the accounting team who have been assigned to me are not fulfilling their part of finalizing my monthly or year end reports. They set dates I can see that they will be finalized, and are many months late. 

Hello there, @lskyhaz.

This is not something I want you to feel or experience. It is our priority to meet your QuickBooks needs and ensure that you receive what you expect from our service. Let me guide you to the best way to contact the right person to get the help you need. Here's how you can connect with us:

1. Sign in to QuickBooks.
2. Select Live Bookkeeping.
3. In Live Bookkeeping, select Send a message.
4. You’ll be connected to a product expert who can answer your questions about QuickBooks or help you get a message to your bookkeeper.

You can visit this article for more details: QuickBooks Live Bookkeeping.

You can always visit again if you have further concerns. Our goal is to make running your business efficient and simple, while also providing you with the tools you need to understand how it is performing at all times.

I have been in constant communication with my assigned bookkeeper, she says this is above her with her management.  She stated she can not obtain any date they will be finalized. Is there any way to contact a supervisor or someone else?

Hi there, @lskyhaz.

This isn’t the kind of service we want you to have. I'm here to let you know that your opinion and feedback are greatly appreciated.

At this time, there isn't a direct way to contact a supervisor. However, you can reach out to our Customer Care Team and ask for a supervisor.

To reach them, click the ? Help button at the top-right corner and select Contact Us to talk with a live agent. Ensure that you review their support hours to know when agents are available.

I’m always around whenever you need help with your QuickBooks account. Keeping you in working order is my top priority. Have a great day.