Rea_M
Moderator

Banking

We recognize how this banking issue has affected your company, BeyondTheBox, and we can see the urgency of getting this resolved. Let me route you to the best help available.

 

We agree with my colleague, several banking errors were reported for Fidelity. Since the resolution provided wasn't able to fix your issue, we recommend contacting our Customer Care team to report and get this investigated accordingly. Here's how:

 

  1. Sign in to your QuickBooks Online company.
  2. Go to Help (?).
  3. Select either tab to get started:
    • Assistant: Get quick, personalized answers. Select a suggested option, or type a question or topic you need help with. If you decide you need further help, you can still Talk to a human.
    • Search: Search the QuickBooks Online knowledge base directly, or select Contact Us and choose a way to connect with us: Start a chat with a support expert or Get a callback from the next available expert.

 

Once fixed and you obtain your latest available transactions, review and categorize them. Then, reconcile your accounts so they always match your monthly statements.

 

If you have additional banking inquiries or need assistance managing transactions in QBO, feel free to ask in the Reply section below. We in the Community are here to assist you.