Hi ShaneG,
I STILL am not able to import banking transactions w/WF bank. Well, that's not entirely true. I can download and import banking transactions HOWEVER it will Not allow me to 'pick up' where I left off (2018). It "all of a sudden" just doesn't recognize any of the WF bank accounts. Forces me to 'create' a (new) bank account and Then it allows me to download transanctions. For obvious reasons this is a HUGE PROBLEM!!! This interrupts the fiscal year bookkeeping. Because of this terrible issue, I am unable to provide proper reports and what not to my client. I am beind on bookkeeping. It appears I will have to "MANUALLY" input each bank income and expense...at the very least so I can get my client going on filing his Corp taxes (although he is already put on extension). But the other major problem is the flow of the books. What if someone wants to say, sell their business, and the books are "Off" because there is all these years of bookkeeping and then all of a sudden, Wham! It's interrupted. Then you have to start up a whole other set of books with a beginning date from when the "Interruption" began. That....does...Not....make....a....business....look....good....at....all.... !!!!! In fact, that could 'make or break' a deal for someone trying to sell their company. Thoughts?? ANY help or explanation or insight would be so greatly appreciated - SOS!!! Regards, Michelle
