bank feeds don't work properly
under review
C
Charlene Kagel
So does anyone know why when you are in accountant Suite view - none of the bank transactions are matched?
S
Samantha Clark
I am also having an issue with it duplicating transactions and if it decides to duplicate a transaction you have a rule on then you have to manually go delete each instance and I have had some transactions duplicated over 7 times each in the same month. Its exhausting.
J
Julia Glasse
Samantha Clark Did you know you can undo bank transactions in the POSTED tab. On the Posted tab, you can select them all and undo them. They go back to the Pending tab. There you can exclude them. If you have AutoAdd on your rule, turn that off if it is not serving you.
S
Samantha Clark
Julia Glasse Thanks for the suggestion. Rules do serve me when QBO works the way it was intended to. It auto-populates transactions that happen every month instead of me manually adding each and every one. I should not have to not be able to use a feature just because QBO is glitching. I mentioned it here so that they could fix it. That is what this forum is for. Again thanks for the suggestions.
K
Kimberly Dedmon
I agree for certain banks it does not work well. Some better than others. Should be a standard in my opinion as we have to verify everything, so it is secure.
Trifany Gibson
Yep. I see it too.
The status was updated to
under review