• Upload to Bank Services - Refuses to accept ANY file

    Hello, Have a couple of files where the Upload to Bank Services stopped working properly and don't know how to go about restoring this. After trying a few different options, OFX/CSV/QBO none of them work. What happens is after clicking on the "Upload…
  • Some bank transactions not appearing

    I'm trying to do my first bank rec for our operating account and am running into an issue. I've linked our bank account, and all applicable transactions show up on the match transactions screen, but when I go to do the bank rec 2 of my May 31st transactions…
  • Match Transactions issue - Find Match doesn't open

    I am having an issue with my Match Transactions. When I click "Find Match" it opens the window, but I can't actually see the window or find it. I have to hit esc to "close" it. The image shows what I see when I click "Find Match".