kwolck
Level 3

Banking

ChristieAnn

 

Bank is Citizens Bank, but i'm going to show that's irrelevant here.

 

There MUST be a change.   This is a very simple test.  I downloaded a QBO file last week from the bank and imported it fine.  The transactions are there and it is noted in the audit log.  When i had trouble THIS week, i first suspected it was a problem with the bank download.   So i REIMPORTED the QBO file from last week and it doesn't work.  It's the SAME file.  The audit log shows no import.  It's not working.  I tried multiple computers, multiple browsers and multiple users.  

 

CSV is too much work and will cause me to have to change all my rules again.  My bank feed on csv is complex; fields need to be trimmed; date needs to be reformatted because it doesn't have leading zeros, and i need to combine fields to get all the info into the description.  

 

Please take the time to see the test with me or have someone do it before we say the issue is solved.   Other users are saying it too.  Something changed in the last week.