Hello there, @alisad70.
I'll help you resolve the error about the account information downloaded by your financial institution contains information that is not supported by QuickBooks.
When you get this error message, it is usually because of the account information downloaded from your financial institution contains data that is not compatible with QuickBooks. It could be due to various reasons, such as unsupported file formats or incompatible data structures. Thus, I recommend contacting your financial institution's customer care team. You can ask them about account information downloaded from your financial institution contains data that is not compatible with QuickBooks. It could be due to various reasons, such as unsupported file formats or incompatible data structures.
In the meantime, you can manually enter the transactions into QuickBooks. It can be time-consuming, but it ensures accurate data entry.
For your other concern where you keep on logging in even after selecting to keep your account logged in for 90 days, I recommend updating QuickBooks Desktop to the latest release.
Also, you can run the Verify and Rebuild tool. Verify Data tool will identify the data issues of your company file. Rebuild Data tool will resolve the data integrity issues collated by the Verify Data tool.
Here's how:
- Go to the File menu.
- Select Utilities.
- Click Verify Data, then select OK to close all windows.
- Then, go back to the File menu.
- Select Rebuild Data under Utilities.
- QuickBooks will ask to make a backup before rebuilding your company file.
- Select OK.
- Once done, click OK.
Once done and you still have the same issue, you can run the Quick Fix My Program from the QuickBooks Tool Hub. Follow the steps below.
- In the QuickBooks Tool Hub, select Program Problems.
- Select Quick Fix my Program.
- Start QuickBooks Desktop and open your data file.
For future reference, you can click this link to watch the video about categorizing transactions in QuickBooks Desktop: How to categorize transactions and set rules in QuickBooks Desktop.
Let me know if you have questions about importing transactions to QuickBooks Desktop. I'm always here to help. Have a great day.
