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K
KS1966
February 15, 2023
Question

No Direct Connect

  • February 15, 2023
  • 2 replies
  • 21 views
Since QBO does not do Direct Connect with Bank of America then does QBO offer a discount for not being able to have that service?

2 replies

C
ChristineJoieRQuickBooks Team
QuickBooks Team
February 15, 2023

I understand the importance of having this feature to direct connect to QuickBooks Online, @KS1966. I'll share some insights about this topic.

 

I know this function is relevant to your business task, and I know you want a discount in exchange for not having this feature since our software does not support a direct connection to Bank of America.

 

Moreover, QuickBooks Online discounts are offered occasionally, during special occasions, only for a brief period.

 

Alternatively, to further assist you in managing your transactions, you'll want to submit a request for QBO to include your bank. See this page for your reference, and refer to step #3: Find your bank or credit card account when you connect to online banking.

 

I'm only one post away if you need anything else. We want to make sure you can do your tasks with ease. If you need help with reconciling process, let me know in the comment section. 

K
KS1966Author
February 15, 2023

I'm confused.  If my bank does not offer direct connect with QBO then how is me submitting a request to include my bank help?

JoesemM
JoesemMQuickBooks Team
QuickBooks Team
February 15, 2023

Thanks for the prompt reply, @KS1966.

 

QuickBooks Online offers online banking, and your bank will decide if they allow secondary or delegated users to establish app connections. That said, if your bank is not connected or not supported that is the reason you need to submit a request. 

 

In case you run into any restrictions when connecting your bank make sure the primary user set up the connection. For more information, see this article: Who can set up online banking?

 

For now, I suggest uploading your bank transactions manually in your QuickBooks Online (QBO). First off, you must download the transactions from your bank's website in a file that QBO supports, like a CSV file. 

 

Once done, follow these steps to upload the file:

 

  1. On the left panel, click Banking.
  2. Click the drop-down arrow next to Update.
  3. Choose File Upload.
  4. Select the file, and click Browse.
  5. Click Next.
  6. Select the QuickBooks account, and click Next.
  7. Map the columns, and click Next.
  8. Select the transactions to import. and click Next.
  9. Click Let's go!.

 

Here's an article you can read for more details: Manually upload transactions into QuickBooks Online.

 

Also, I'll be sharing these references that will guide you in matching your bank transactions:

 

 

If you have any follow-up questions, let me know by commenting below. I'm always here to help. Take good care.

K
KS1966Author
February 17, 2023

Will QBO PLEASE share this information with their support team?  I cannot count all the wasted hours, case numbers and investigation numbers have been spent on this issue.  I mean, I know it has to be close to 30 hours since September of 2022.  It is WRONG to not share this with customers and support.  It's not only WRONG, it's cruel.  We are real live people with lives on the other end of this screen.  Please have some decency and respect toward your customer.  Do the right thing.

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