mark1231
Level 2

Manage Suppliers and Expenses

I contacted OCBC customer service (it took them 3 business days to respond to the emailed enquiry) and they provided me with the following not helpful guidance:

"We wish to inform you that currently, you are unable to link the Quickbooks accounting software bank feeds to Velocity@ocbc. The development of automatic bank feeds will require some enhancements and security considerations. We are unable to commit to a time estimate as we are still working out the details."

 

I guess the answer is that we should not hold our breath on a fix coming from either side any time soon and just get used to the old way of uploading a CSV file of transactions. By the way, I made the mistake of uploading the same transactions twice and it just duplicates the transactions in QBO. Make sure you only upload new transactions subsequent to the last ones uploaded.