Banking
Thanks for the immediate response, @lcrowe1.
I can see the urgency of getting your account integration error resolved. Let me help route you to the best support who can investigate this matter and provide the appropriate fix so you can manage your transactions accordingly.
Since your integration error continues, even after performing the steps above, I encourage you to reach out to our Customer Care team. They can create a case to further investigate your banking concerns and guide you with a fix. Here's how:
- Sign in to your QBO company.
- Go to the Help (?) menu.
- Select the Search tab.
- Click the Contact Us button.
- Enter a brief description of your concern in the What can we help you with? field.
- Select Continue.
- Choose a way to connect with us (Send a message / Chat or Get a callback / Callback).
Once your transactions are downloaded, you'll have to review and categorize them to keep your financial data accurate.
Also, I encourage you to reconcile your accounts in QBO regularly (every month). This helps monitor your income and expense transactions and detect possible errors accordingly. You may want to check out this article as your reference to guide you in doing and fixing reconciliations in QBO: Learn the reconcile workflow in QuickBooks.
I'm all ears if you have other banking concerns or questions about managing transactions in QBO. You can drop a comment below, and I'll gladly help. Take care always, @lcrowe1.
