Banking

Hi RoseJillB,

I have a question which is at the end of this story:

I worked with Bank of America Global Card Access to do as you suggested.  I think we should publish the steps for the global access program, so users know the steps to take to download all transactions from the master account.  I downloaded a web connect file, saved the file to my hard drive, opened QB, went to the downloaded file and clicked to open.  The bank feed dialog box automatically appeared.  GREAT! And it looks like the Bank of America GCA account is linked. I think.

But - 392 transactions are waiting to be added to QB. Why is QB waiting?  I opened the tab to the left (shown below) and you see below that the FIACardServices Account Customer ID is all zeros. The QB emblem is near this area.  Do I need to go through QB back to the bank with our Intuit account open to get this number?  What is this number and is it the reason the transactions are waiting?  Thanks for your help!