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Active Member

I have recently opened bank account via Cashplus Buisness MasterCard I cant see this banking on your lists can you please help

I have bank account with cashplus Buisness mastercard do you have this bank listed as I cannot find it

5 REPLIES 5
Experienced Member

Hello pollardjohn1962, Thank you for contacting communi...

Hello pollardjohn1962,


Thank you for contacting community.


A good way of finding out if we have a current active feed with your provider is copying the URL from your online banking log in page and posting this into the search bar on your banking page within QuickBooks. Currently I only see a connection linked to the URL: www.mycashplus.co.uk. If your are still not offered an appropriate account feed then we will not have a current connection.


If this is the case, I ask you to please leave feedback. With enough feedback it is likely we will work towards creating an agreement with your provider. To do this enter your banks log in URL in the search bar, you will then be offered below Still can't find your bank?. Click this and enter your banks information then select Request


After doing this, as a work around, you can manually upload your card statements. Through your online banking you should be able to export your statements into a CSV file. Once you have done this if you go back to your QuickBooks account and go back to the banking section. On this page, if you scroll down you will have Upload transactions manually. Follow the next steps and import your statement, this will act like the bank feed we have but rather than us being able to pull transactions through for you, you will need to import your transactions manually.


Let me know if you have any queries. Or, if you'd like to go through this over the phone, you can call our dedicated team who will be happy to assist you. Our contact details can be found here along with our opening hours.

Active Member

Re: Hello pollardjohn1962, Thank you for contacting communi...

Hi ,

 

I also have a cashplus account that has to be uploaded manually.

 

Is there any talk from Quickbooks of getting this sorted out?

Regards

QuickBooks Team

Re: Hello pollardjohn1962, Thank you for contacting communi...

Thanks for jumping in, DCKW!

 

I can help you upload your bank transactions in QuickBooks. Have you already downloaded them? If not, you can log in to your account and download them in these supported formats:

 

  • Comma-Separated Values (CSV). CSV files may require additional mapping. See Import bank transactions from Excel CSV file to QuickBooks Online for more information
  • Quicken (QFX)
  • QuickBooks Online (QBO)
  • Microsoft Money (OFX) 

For the detailed steps to upload your transactions, please check this article: How to Upload More Than 90 Days of Bank Transactions.

 

If you need to speak with our phone agents, you can go to the Help menu in the upper right-hand corner and click on Contact Us

 

Feel free to come back here if you have more questions.

Experienced Member

Re: I have recently opened bank account via Cashplus Buisness MasterCard I cant see this banking on your lists can you please help

I have a Cashplus account that up until this mont (April 19) was working brilliantly with Quickbooks. Now I cannot get my payment to quickbooks to work form my card and  my bank account is not connecting. I have been using quickbooks for a year and never had these problems before. Is it Cashplus or Quickbooks?

Manually uploading is a total pain and I will look for another accounting software programme if this isn't sorted. 

QuickBooks Team

Re: I have recently opened bank account via Cashplus Buisness MasterCard I cant see this banking ...

Hi Sawhyte

 

We would be grateful if you can PM us on Facebook or DM us on Twitter with the email address associated with your QuickBooks account to enable us to assist you further.

Are you receiving a specific error message when you are trying to update/connect your account?