About erbgcpa

Level 3

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About erbgcpa

I am a CPA with 30 years of experience.

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Re: How do you change the status of an estimate after closing out th...

As the Accountant, we close the books for our clients so that they cannot accidentally change closed accounting data. We do not share the password with our clie...

erbgcpa

Updated Mar 02, 2024
Re: Bank Feed and Bank Detail not displaying numbers

I had my affected clients sign on and update the bank feeds with their owner credentials (with the bank log in) and the feeds started working as they should aga...

erbgcpa

Updated Feb 06, 2024
Re: Bank Feed and Bank Detail not displaying numbers

The only thing that allowed the bank rules to work when the information is missing from the Bank Feeds is to ignore the Bank Feed items, download a CSV from the...

erbgcpa

Updated Feb 06, 2024
Re: Bank Feed and Bank Detail not displaying numbers

No and it's my understanding that it will not be fixed. I received a reply that the problem was with Chase's security udpate. Chase doesn't share the necessary ...

erbgcpa

2

Updated Feb 06, 2024
Re: Bank Feed and Bank Detail not displaying numbers

No and it's my understanding that it will not be fixed. I received a reply that the problem was with Chase's security udpate. Chase doesn't share the necessary ...

erbgcpa

Updated Feb 06, 2024

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