Hello there, sheltop29. 

I can assist you in recovering the missing option from your banking screen. To do this, simply follow the screenshot that I have attached here.

To reconnect your client's bank account to QuickBooks, navigate to the bank option and link the account.

Additionally, I added this article so that you can learn how to review downloaded bank and credit card transactions.

For future reference, you can click this article so that you can learn how to connect your bank and credit card accounts to QuickBooks Online.

You may always use this conversation to help you manage bank entries. Tell me below at any moment, and I'll provide you an assistance. Be careful!

Thanks but the bank I am wanting to see in the bank transactions is missing so are the credit cards.

Screenshot 1 show only one bank account

Screenshot 2 show othe bank accounts that I would like to show in the bank transactions page or dashboards.

I think the only option is to create a new bank account then merge the old one????

Hello sheltop29,

If the bank and credit card account is not showing on your Bank transactions page is not showing from the list, it could be the bank is not connected to QuickBooks or is manually created. What I can recommend is reconnect the bank account to QuickBooks Online. Here's how:

1. Click on the Transactions tab.
2. Click on Chart of accounts.
3. Locate one of the bank or credit card account.
4. Click on the drop-down arrow next to Account history.
5. Click on Connect bank.
6. Search for your bank name.
7. And follow the on-screen prompts to connect the bank.

Repeat the same process for the other bank or credit card account.

If the bank account is not yet supported to connect with QuickBooks Online. You can manually import the transactions using a CSV file. Check this link to learn more about how to import CSV file: Manually upload your transactions, receipts, and bills into QuickBooks Online.

Feel free to send a reply if you have further concerns about your bank account in QuickBooks Online.

Hi

When Quickbooks downloads bank transactions it select a payee that is not the correct payee for the transaction.

EG: the transaction was to pay for rates to the council, but came up with the accountant details

Steve

Hi,

We used to have bank feeds until 482 days ago.

The old method of "screen scraping" was insecure, now our bank like others has moved to the "open Banking platform".

Interestingly though QBO essentially refuses to sort the issue & they appeat to have their heads stuck in the sand.

I have repeatedly requested this be sorted, but hothing happens ???

482 days without any bank feeds is a long time & to date they have not offered any explantion of why so long nor any form of compensation for their inability to assist a paying customer.

All the above are factual... 

Hello SteveHalls,

QuickBooks Online recalls the last payee you selected on your last categorized transaction. Let's check your settings to verify if you've set enabled suggested categorisation in your bank transactions page. Here's how:

1. Click on the Transactions tab.
2. Under Bank transactions, click on the bank account and then select the Gear icon.
3. Check if you have ticked Enabled suggested categorisation and Show suggested rules.

Also, check if you have set up bank rules under Rules tab in Bank transactions tab.

If you have categorised and added the bank transaction, you can undo them to assign the correct payee.

To undo added transaction in QuickBooks Online:

1. Go to Transactions, then select Bank transactions.
2. Select tile for the bank or credit card account you downloaded the transaction from.
3. Select the Categorised tab.
4. Find the transaction you want to delete.
5. Select Undo from the Action column.

To learn more about categorising bank transaction in QuickBooks, check this link: Unmatch downloaded bank transactions or move them to another account.

Drop by again in the Community if you have further concerns. 

Bank transactions are not matching

eg uncatergorised income

Undeposited funds

Hi kayendee,

Thanks for posting in the Community! Let me provide some information about uncategorised income and undeposited funds in QuickBooks Online (QBO).

The uncategorised income account is used by QBO automatically when you did not specify or assigned a category to your downloaded transaction. You can always change the category assigned to your downloaded transaction in QBO. The same goes to undeposited funds account, if you did not select a specific bank account for payments QBO will use the undeposited funds account.

To edit your transactions:

1. Select the Transactions tab, then select Bank transactions.
2. Navigate to the Categorised transaction list.
3. Select the hyperlinked transaction within the Assigned To column to open the transaction window.
4. Make the necessary changes.
5. Select Save and Close.

Check these links to learn more about categorised transactions in QBO: 

• Find, categorise, and edit transactions in QuickBooks Online
• What’s the Undeposited Funds account?

Drop by again in the Community if you have further concerns about your bank transactions in QuickBooks Online. 

Getting error 324 saying cannot connect to bank

Hi, @leanne76. I'll make sure we can get rid of the error message so you can connect your bank account to QuickBooks Online (QBO).

To begin with, may I know the name of your bank first? Knowing this can help me check our resources for any reported cases of receiving an error connecting your financial institution to QBO. In the meantime, I'll share some troubleshooting steps to help you fix the error. 

Generally, error 324 means that QuickBooks is unable to find the account you set up when it tries to connect to your bank's website. The following reasons might be causing the error:

• Your bank or credit card company changed the account or moved it to a new server.
• The account name or other info on your bank or credit card company's website has been changed by you.
• Your bank or credit card company issued a new account or credit card.
• You closed your bank or credit card account or you have multiple accounts with the bank that have the same name.

If you have several bank accounts with the same name, you have to rename one of the accounts. Here's how:
 

1. Go to Transactions, then Bank transactions.
2. Select the bank account that you want to rename, then select the pencil icon ✎.
3. Click Edit account info.
4. In the Name field, update the name of the account. Then, hit Save and Close.

Then, update and check your connection in QuickBooks. Here's how:
 

1. From the Bank transactions page, click Refresh.
   
   
2. If you still see the error, look for a banner on the Banking page.
3. Select the Check connections link and follow the steps to fix the issue.

For more information about the process, please see this guide: Fix banking error 324 in QuickBooks Online.

Once you connect your account and get your latest online transactions, here's a guide to review and put them into the correct accounts in QBO: Categorise and Match Online Bank Transactions in QuickBooks Online.

Keep me updated with the results in the comments below or if you have follow-up questions about connecting your bank to QBO. I'll be around to provide the help you need.

Hi,

We are relatively new to Quickbooks and have recently converted from a manual system. We have been happily adding expenses etc and matching transactions via the bank feed but last week there were 7 transactions that suddenly appeared in the list of transactions to be added but they were duplicates of transactions I had already matched. It was suggested that a refresh should make them disappear again but this has not happened. If I try to match them, no matching transaction is available and if I undo the previous match, 2 appear in the list of transactions to match. How do I get rid of these duplicate transactions?