Troubleshooting

Bank balance doesn’t match

Compare the bank’s balance on a specific date with the KontoCore register on the same date. Review the queue for unreviewed items, look for pending bank transactions, duplicates, and transactions recorded to the wrong account.

Reconciliation difference isn’t zero

Verify statement date and ending balance, confirm the beginning balance equals the last reconciliation, look for an amount equal to the difference or half of it, and check for missing fees or interest.

Invoice/payment mismatch

The deposit was probably categorized as income instead of matched. Undo the categorization in banking, then match it to the received payment or receive payment against the invoice.

Duplicate imported records

Duplicates usually come from importing the same statement twice or linking an account twice. Exclude the duplicate lines in review; if already confirmed, undo them. Disconnect a duplicate link.

Missing invite email

Check spam and filtering, confirm the exact address, then resend or cancel and re-invite from Settings → Users. Pending invitations reserve a user slot.

Provider connection required

The capability depends on an external service not yet connected, or a connection needs you to sign in again. Reconnect from Settings → Integrations, or use the file-based alternative.

QBO connection/reconnect

Access tokens expire. Choose Reconnect on the migration page and sign in to Intuit again. Imported data stays in the source mirror.

Migration control total mismatch

Compare the source trial balance at the cutoff with KontoCore’s. Look for unmapped accounts, excluded duplicates, transactions dated outside the cutoff, and currency differences.

Item not appearing

The item may be inactive, the wrong type for the form (e.g. a sales-only item on a bill), or you may be in another company.

User cannot access company

Confirm they accepted the invitation with the same email, have a role in that company, and are selecting it in the company switcher.

Wrong company selected

Check the name in the top bar. Records entered in the wrong company must be voided there and re-entered in the correct company.