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NEW Connect to DBS IDEAL direct bank feeds Click here
Natasha Shah
Level 1
posted
‎April 28, 2022 03:08 AM
last updated ‎April 28, 2022 3:08 AM

Bank Transaction Review

Hi QuickBook Community, 

I am setting up QuickBooks for my own company in India. Under banking, when I review the transactions to add Payee Name and Category, and then if I do not click on Add, I noticed the payee and category vanish once I log back in. Is that normal?

 

Also, if I am in India, is there a customer support help number available? I couldn't find one online that was working. Many thanks! 

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1 Comment 1
LieraMarie_A
QuickBooks Team
QuickBooks Team
‎April 28, 2022 04:46 AM

Bank Transaction Review

Welcome to the Community, @Natasha Shah. This is just the right place to get the answers you're looking for.

 

Yes, that's how the bank feeds work. To save the information, you'll have to click Add. After adding them, they go right to your books. 

 

If you wish to reach out to our live support, you can send them a message by selecting the Start a chart option. 

 

Here's how:

  1. Click the (?) Help icon in the upper right-hand corner of the Dashboard.
  2. Select Talk to a Human.
    QBO HELP.JPG
  3. Enter a short description of your concern and press Enter.
  4. Click I still need a human.
  5. Select Contact Us to connect with our live support.
  6. Choose Start a chat.

 

Additionally, here are some resources that will help you manage your bank feeds:

 

Feel welcome to post again if you need further assistance with matching your entries. We'd be happy to help you again. Have a wonderful day, @Natasha Shah.

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