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andy-mcwilliam
Level 3

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Hi, I really appreciate all the help you're trying to give me, but we're not quite there yet.

 

I have no transactions left to Review in the Banking tab, and the QB Balance matches the current balance reported by my bank. But the Bank Balance reported by QB in the Blue Box (3 in your screenshot above) is showing the wrong value, and saying 'Updated on 25/3/2020'. It seems to me that that Blue Box figure can only be updated by upload from the bank, but that the csv file process does not carry that info. Am I correct? If so, we will just have to live with that issue until our bank gets round to implementing Open Banking, which could be a while in the current circumstances. Thanks.

 

Andy

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