Banking

richgilb · ‎May 01, 2020

I immediately went back to live chat, following your advice. I am still on it now, after 1 hour he does not know what to do and so far this does not seem true:

'They have the tool to securely verify your account and check why you're unable to perform the process.'

At the same time I have 2 consultants trying to sort it out.

I have now spent 9 hours on it. I hope this thread serves as useful info to other people considering using Quickbooks. What is clear is this: Quickbook will not go into your account and fix a problem. And this has not been the first problem.

This is where I am now. I have been waiting 45 minutes for the chat support agent to get back to me and he is ignoring my messages in this period.

hi csv wont load Read

Robyn G

at 11:11, May 1:

is this for banking transactions?

You

at 11:11, May 1:

paypal Read

Robyn G

at 11:14, May 1:

ok no problem, and how are your files formatted

You

at 11:14, May 1:

as per your guide Read

Robyn G

at 11:15, May 1:

ok, no problem, can we set up a screen share?

You

at 11:15, May 1:

ok Read

Robyn G

at 11:15, May 1:

To further understand what’s been happening/what we are trying to achieve, I’d like to suggest connecting to your screen. Before we begin, please close any confidential or sensitive information that you might have opened on your screen. I want you to know that if you feel uncomfortable, you can disconnect by selecting the ‘X’ icon that will appear once we are connected. Stay in front of your computer so that we can work together and so you are able to keep track of everything that we are doing. I will end the remote access once we resolve your query.

When you are ready, please go to this website using another browser:

Once you’re there, it will give you a session key. Please let me know the key so I can proceed on joining the session.

You

at 11:15, May 1:

24510 Read

You

at 11:18, May 1:

ok, file is ready i think Read

Robyn G

at 11:18, May 1:

yesh so if we try and upload again

You

at 11:19, May 1:

can you check my qb account first? is there something i need to do to get it to accept the file? Read

Robyn G

at 11:19, May 1:

so go back to where you are uploading your CSV to

You

at 11:21, May 1:

there you go Read

Robyn G

at 11:21, May 1:

so if you go through the process and show me where it isnt liking whats goingon

You

at 11:21, May 1:

so you are going straight to upload without assessing the file or account? Read

You

at 11:22, May 1:

there you go Read

Robyn G

at 11:22, May 1:

so upload

Robyn G

at 11:23, May 1:

ah so can we go back to the csv file

You

at 11:24, May 1:

its not a mac Read

Robyn G

at 11:24, May 1:

i want to see if we save it as a CSV file but in a different format, the msone

You

at 11:24, May 1:

so save as a mac csv file on a windows machine? Read

Robyn G

at 11:25, May 1:

the MS one if we can

Robyn G

at 11:28, May 1:

do you have access to chrome at all?

You

at 11:28, May 1:

yes. Read

Robyn G

at 11:28, May 1:

can we can we try in chrome?

You

at 11:28, May 1:

makes no difference though. Read

You

at 11:28, May 1:

ok Read

Robyn G

at 11:28, May 1:

ah really?

You

at 11:32, May 1:

as you can see Read

Robyn G

at 11:32, May 1:

So im just contacting the offline team to see whats going on

You

at 11:32, May 1:

ok Read

You

at 11:34, May 1:

tell them this too. it loads ok in my accountants verison. yesterday they got rid of me by blaming paypal, which was not an acceptbale conclusion Read

Robyn G

at 11:38, May 1:

can we try saving the CSV file as a new file so if we rename it, sorry just trying to cross out every possibility

You

at 11:38, May 1:

we did do that by adding MS DOS....but anyway.... Read

Robyn G

at 11:38, May 1:

ah sorry yes, excuse me

You

at 11:40, May 1:

can you please rad this link? Read

You

at 11:40, May 1:

Read

Info

at 11:49, May 1:

Sorry it's taking longer than expected to reply. Your agent will respond shortly.

You

at 12:05, May 1:

can you please let me know if any versions of QB do not allow csv imports? Read

You

at 12:24, May 1:

you have been gone 45 mins and have acknowledged none of my messages. Please note this makes me think you have left the chat, not a good feeling to have after 9 hours of unsuccessfully tring to load this file.