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raymen@blksoda.c
Level 1
posted
‎August 09, 2024 06:08 PM
last updated ‎August 09, 2024 6:08 PM

Over 2 weeks without fix for uploading my transations

I'm using HSBC to upload my transactions, but the description doesn't get recognized in Quickbooks. I've been in contact with customer support for several weeks, and they can't fix it. Does anyone have the same problem?

BTW, the agent closed my case without fixing it. Now what?
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1 Comment 1
Jelayca V
QuickBooks Team
QuickBooks Team
‎August 09, 2024 07:52 PM

Over 2 weeks without fix for uploading my transations

I can see the importance of being able to identify the context of each transaction, Raymen. Your concern is valid, so let me directly connect to the appropriate support team who can help troubleshoot this matter and ensure that the descriptions of your uploaded bank transactions are properly included in QuickBooks Online (QBO).

 

I recommend contacting our QuickBooks Online Support team once again, as they may need more details from you to investigate the issue further. You can refer to case number (15121139046) to streamline communication and avoid repeating the problem to the support team.   

 

Here's how to reach a live representative:

 

  1. Log in to your QBO company, then go to Help (?).
  2. Click on Search, then Contact Us.
  3. Enter a keyword or phrase related to your concern.
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  4. Choose to Chat with us to connect with us.

 

Once everything looks good, you can start categorising your entries, then reconcile your account to ensure they always match your bank and credit card transactions.

 

I appreciate your time and patience as we work to resolve this matter.

If you have further questions about managing your bank transactions in QBO, please leave your queries in the comments below. I'll be available to assist you further. Stay safe.

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