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Importing from Financial Institutions
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CopperViewTax
Level 1
yesterday
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Is anyone else having issue with importing from financial institutions into 2025 and having 2024's information imported? I have had this happen with 2 clients now and when I call support they are no help. They have me do a fix, which does nothing. I am almost positive it is a coding problem. Anyone know who to contact about this that will actually get the problem fixed?
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Just-Lisa-Now-
Level 15
4 hours ago
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I saw someone complain earlier in the month, Ive never used that feature, so Im not sure how it works, sorry.
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
Norman2001
Level 7
4 hours ago
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I had the same experience, 2024 data imported. I had to enter the transactions manually. I've given up contacting Intuit for help.
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