Intuit Quickbooks and bank connections.

This is not something the members of the forum can resolve, but I am looking to see how many other people have having issues with Intuit's quickbooks self employed version  linking to their bank accounts.  The problems started a couple of months ago.
Issues:
1) Could not logon to to my "non First Direct" Credit Card
2) Quickbooks could not logon to my First Direct (FD) Account. This part has been resolved but quickbooks is not downloading the transactions of the credit card.The last entry was back in february.  The cheque account is okay,

Resolutions(ish)
1)
Entering the logon details for the non FD credit card in the banking section did not work.  I found adding back as a new account worked and marking the entry as inactive resolved this.   but I was then left with two entries for the same credit card.  Removing the old one would have removed all the entries stored in the accounts system.  Quickbooks have now merged the two entries and the problem "appears" to have been resolved.
2)
The logon issue appears to be resolved with logging into quickbooks excepting that everytime I go into quickbooks I have to go to the banking section and re-authenticate the first direct connection in order to download transactions.  Quickbooks have now removed the closed tag from the credit card, In order to resolve the issue they wanted a screenshot from the bank showing it was still active. 
They say that they have resolved the issue, and yes the closed tag has been removed, but transactions are still missing. 

One worrying aspect and I quote from their email  "Upon further checking here, based on the screenshot you provided, your credit card account was marked closed maybe because it have a negative amount.".
It a credit card!!!!....First Direct online show debits from the account as a negative amount....and the balance is negative to show that you owe them money. The bank is hardly going to close a card when I owe them something!!!!

The question is has anyone else been having similar issues with their bank account connections?
Thanks for your responses.

Singing.i.t.man
P.S. The bold is only to help highlight the important issues

Comments

  • inspectorperez
    inspectorperez Posts: 866 Forumite
    Fifth Anniversary 500 Posts Name Dropper
    If you are self employed, just wondering if you have your own accountant?
    If so, they may well have their own "Cloud" solution that could help or replace your Intuit product.
    On the other hand, if you are going it alone to save accountants fees, I do wonder why you chose Intuit?
    Having experience of Intuit software as a volunteer member of a particular organisation I found that it was not a particularly user friendly piece of software to use. It was certainly not intuitive and did not have IMO a dashboard which was easy to follow.
    I know that does not answer your specific questions but just giving some small degree of input which might help.
  • Previously, users would log into QuickBooks, go through the initial setup, and then be prompted to provide bank usernames and passwords.

    With improved syncing, you simply grant permission and QuickBooks will access your account. The bank will send a “token” that QuickBooks uses, which will in turn save future headaches because even if you change your password for your financial institution, QuickBooks can still access the accounts.

    Users are wondering what is the reason for signing into the bank still? Note that this connection is an agreement between Intuit and your financial institution to provide your data directly – thus, you need to grant permission so the bank knows you’re allowing this and that its you. Once you give them permission, your identity is verified and QuickBooks integrates your data.

    When you are in the software, simply link your account like normal. You will see a pop up notification that says to update your account – click on the account card and follow the user instructions to update.

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