Congrats on making your first post here in the Community. It only takes a few easy steps to connect your Flagstar Treasury Access Business account with QuickBooks. Here's how:
Open QuickBooks.
Select the Banking tab in the left-hand menu bar.
Choose the Banking section.
Press Add account in a green bubble on the right-hand side of the screen.
Copy your bank URL (website) and paste it in the search bar of the "Connect an account" page.
Continue with the on-screen instructions on how to sign in to your bank and connect it to QuickBooks.
It's that simple! Below is an extra link that can give you additional information about the banking tab.
If you can't find your bank on the search page, then I recommend creating a chart of account and importing the transactions with a .CSV Excel file afterward. This will allow you to have your bank account within your QuickBooks.
If you have any trouble along the way, don't hesitate to let me know. I'm always here to lend a helping hand. Bye for now.
Hi @davidg5 Were you able to make any progress with this issue? We worked with QB support as well as Flagstar and so far nobody has resolved the issue. I'm just looking for positive signs from somewhere. For those that may read this post, this is regarding the migration of Flagstar online to Flagstar Treasury Access portal.
Let us make sure if this has a connectivity error from the bank since there is a migration happened from their end. I suggest contacting our Quickbooks Online Care team to investigate this issue.
I can see that my colleague already provided the steps pertaining to the workarounds in connecting your bank to QBO and doing manual import transaction.
Loop me in if you have other concerns. Take care.
Need QuickBooks guidance?
Log in to access expert advice and community support instantly.