This is one of its most fundamental functions and they continue to not be able to do it competently for years. How in the fuck does the most popular business accounting software not reliably import bank transactions. Requires use of a third party shared folder that utilizes an internet service. The Accountant must be using QuickBooks Accountant Desktop Plus 2015 and the Client must be using QuickBooks Pro or Premier 2015. Some are duplicate amounts (for example, some are credit card rewards for a $25 credit and some show but others don't.)Īnyone else have any recommendations for a fix? I know, I know, I'm just going to have to manually enter these. The Accountant Toolbox feature is available to Accountants who have QuickBooks Accountant Desktop Plus or are active ProAdvisors. They don't have duplicate FITID's, which is the go-to excuse for Intuit support to point at for not importing transactions. When I open the QBO file in Notepad++, I see the missing transactions there. In doing year end reconciliations, I've discovered a lot of transactions missing from my Capital One credit card import. I've seen this on the Intuit forums, with the typical useless responses from Intuit support and I just can't start off my week by spending time on the phone with QB support which in the past has proven themselves to be far less knowledgeable about their own product than me.
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