Comments on: How to Deal With QuickBooks 2009 Online Banking

By: Charlie

Charlie — Wed, 02 May 2012 22:35:38 +0000

Becky, online banking is just something that might (and might not) save you time. I personally don’t use it. I just enter the transactions directly. Enter checks, bills, credit card charges, all using the normal features found in QuickBooks itself.

By: Becky

Becky — Wed, 02 May 2012 20:15:37 +0000

I can’t find any information online about how to use QuickBooks for accounting WITHOUT using the online banking feature. Any suggestions?

By: Debbie

Debbie — Tue, 03 Jan 2012 18:30:22 +0000

I am having difficulty w/online banking vendor auto prefill . . . QBpro2010 R14p still does not operate properly when downloading multiple transactions , , , sometimes it gets the vendor right, sometimes the account is right – even though i took the time to individually fill out the vendor prefill info (a waste of valuable time, i might add) 6 of 1, ½ dozen of the other. don’t know which is more annoying – the guise of online banking technology or going back to manual…would be nice if they paid attention to complaints since we are (almost) forced to upgrade every year! Customer Service . . . a thing of the past. . . ps its january 2012

By: Charlie

Charlie — Sun, 10 Jan 2010 01:00:48 +0000

Cienwen, that is a bit off topic on the “online banking” feature. Sounds like you either have a problem in your setup or the data file is damaged. Try a Rebuild of the database (File/Utilities/Rebuild)

By: Cienwen

Cienwen — Sat, 09 Jan 2010 22:23:07 +0000

I set up my company for 2010 and have made entries. When I return to QuickBooks the next time, the entries and the 2010 company has disappeared. I have done this four times and now, it seems all the entries from March of 2009 have disappeared.

By: joe

joe — Wed, 20 May 2009 21:17:48 +0000

please help

….when i download transactions from online banking and then record them as a batch i set the correct tax code but it is ADDED to the downloaded amount not backed out…. so the amount will never match because it is the downloaded amount plus tax not including tax. i called tech support and he said he can fix but i have to pay for business support. they must be kidding……….their software has a glitch and they want me to pay to fix it !!!! i refused to pay so he refused to help.

he said there was a fix …….. so does anybody know how?

By: Charlie

Charlie — Fri, 27 Feb 2009 02:49:02 +0000

Mike, if you have an older version than 2009, it won’t be available. I believe that the 2009 version is still available. I can’t post a copy here, that violates the distribution rules. Any ProAdvisor should be able to get you the current version. You can contact me (as I am a ProAdvisor) directly and I can help you with this. See my contact information in the “about” heading at the top of this page.

By: mike donahue

mike donahue — Fri, 27 Feb 2009 02:41:17 +0000

Thank you for your suggestion regarding the ebook, however i am having trouble finding it, is it possible the ebook has been discontinued? when i attempted to get to the ebook it took me to a site where i could order the book. i need help in setting up accounts to keep track of expenses for a small insurance agency, one to two employees. i have been attempting to learn quickbooks, after using microsoft money for years-although i did not have that system down very well. Do you have any suggestions that would give me some basic accounting background and then assist me in using quickbooks.

thank you.
md

By: MARK ETHERIDGE

MARK ETHERIDGE — Sat, 21 Feb 2009 03:30:50 +0000

I got two accounts to work this time after hours of failure.

With WebConnect, it appears that all previous downloaded transactions have to be matched, with zero remaining.

Go to “edit account” and click “online services” then click “deactivate all online services”. Close QB2009, go to your online bank and download. After this worked, I went back to “edit account” / “online services” and discovered that it had automatically RE-ACTIVATED online services.

It appears that the account will have to be “deactivated” each time and all current downloaded transactions matched and confirmed before repeating the process at next download.

Let me know if this helps.