Banking
I appreciate you taking the time to share your thoughts and experiences on our Community forum, marjortom. Thank you also for reaching out to our support team previously and for letting us know that manual import works on your end. Your proactive approach to communicating your concerns is valued.
After connecting your bank to QuickBooks, transactions that'll download will depend on the financial data shared by your bank. Moreover, if Wescom is configured as a credit card account in QuickBooks, then please note that the transactions will appear as reversed. In this situation, you can verify your bank setup.
In the meantime, we can exclude those reversed transactions and manually import them using a CSV file format. When you exclude a transaction, it doesn’t appear in any account registers or financial reports.
I'll guide you on how you can exclude them:
- Go to the Bank transactions page and choose the For review tab.
- Check the checkboxes for that reversed transaction.
- Click Exclude.
Afterward, the transaction moves to the Excluded tab of the Banking page.
However, if Wescom is set up as a bank in the program, you can contact your financial institution to adjust the settings for accurately importing your bank transactions.
Let me know in the comments if you have additional questions, marjortom. We are committed to providing a seamless experience for all our users, and we will continue to monitor and address potential problems that may arise.
