Rev-Bill-Fix-Jr
Level 2

Banking

The whole idea of having bank statements auto imported is so we, as proadvisors, to not have to have our clients keep wasting their time from running their business, to log on to their bank website, download the statements, then emailing them to us, so we can open each one, individually, and upload them into QB as back up, after reconciling.

 

And please read through ALL the pro-advisors problems and notice none have the problem downloading the transactions, and that view transactions link used to indicate the auto import statement feature has been enrolled it; and should work.

 

A question to something I read in your response:  Are you implying, with the statement, there are very few banks who permit auto import statements, when this was NOT the case just a few years ago, when us proadvisors began having the problem, which would further imply that Intuit, had decided to begin dropping banks from the auto import statement feature, which would disable proadvisors from serving our clients effectively?

 

thank you

William