MaryLandT
Moderator

Banking

Thanks for joining this thread, @mbleyle.

 

I appreciate you downloading your transactions from your bank and trying to upload them to QuickBooks.

 

I suggest contacting your financial institution and check to see if they will allow QuickBooks to connect with them. This way, we'll be able to determine the cause why you're unable to select an existing QB account.

 

In the meantime, you can import you bank transactions using an Excel CSV file to manually bring them in to QBO.

 

Before proceeding, you also need to rename your bank account in QuickBooks Online as well. This will reflect the changes made on your financial institution.

 

Let me show you how:

  1. Sign in to your QBO account.
  2. Click the Gear icon at the top right.
  3. Under Your Company, select Chart of Accounts.
  4. Locate your bank you'd like to change the name on, then click the drop-down and select Edit.
  5. Enter the new name under Name.
  6. Click Save and close.

I've added this article for additional guidance with the information above: How to upload more than 90 days of bank transactions.

 

Should you need anything else, please let me know. I'd be glad to help.