Hi team,

I'm changing my business bank account from NAB to Prospa but I've noticed it's not in the list of supported bank institutions.

Is there any way to integrate my QBOnline account for automatic feeds or is it not supported at all? Manual upload is not an option.

Cheers!

Hi HP-AUSTRALIA,

Thanks for posting in the Community! I understand that you would like to integrate Prospa bank for automatic feeds however this is not supported for bank feeds yet in QuickBooks Online. As a workaround, download transactions from your bank and manually upload them via CSV file.

Here's how to request support for your bank:

1. Go to Transactions, then select Bank Transactions.
2. Select Connect account or Link account.
3. Search for the name of your financial institution. If QuickBooks cannot find your bank, click on Still can't find your provider?
4. Enter your bank's web address (URL) in the field provided, then select Request.

Feel free to drop a comment below if you have any other questions. Have a nice day! 

Hi, transactions from 30/10/23 have not directly fed into my account, how do i include these so as i can reconcile the account

Let me share with you on how you can include these transactions and reconcile your account, treasurer.
 

QuickBooks relies on your bank on what transactions they'll download in your books. Can you confirm if you recently linked your bank account? In addition to this, I recommend signing in to your bank website and verifying if there were any issues with the integration between your bank and QBO. Sometimes, delays or errors can occur during the data transfer process.
 

We can manually update your bank account. This troubleshooting helps to refresh the connectivity between your bank and QuickBooks. Here's how:
 

1. Click Banking on the left panel.
2. Select the right account.
3. Click the Update button.

If you encounter the same thing, please inform me of the name of your bank so that I can check additional resources here. In the meantime, you can manually import them into QBO. To do this, you'll need to download the transaction data from your bank in a CSV file format.

1. Go to the Bookkeeping or Transactions menu.
2. Within the Banking tab, click Upload transactions.
3. Select Drag and drop or select files and select the file you downloaded from your bank. Then select Continue.

Once done, you're ready to reconcile your account. The articles below will serve as your guide in reviewing your transactions in QuickBooks.
 

• Find and categorise transactions in QuickBooks.
• Reconcile an account in QuickBooks Online.

If you have any further questions or need additional help handling bank transactions, please don't hesitate to ask. I'm here to help.

According to the FAQ

I already have a Standard feed for these three banks. Can I still sign up for a direct connection?

Hi PatYip,

Thanks for joining the thread. Have you also tried to click on Link account and search for your bank account name and the Get direct bank feeds is not showing?

If none of the options are showing, you can also disconnect the current standard feeds connection and re-connect your bank account using Direct feeds connection. Prior to disconnecting the standard feeds connection, make sure to add and categorise all transactions in the For review tab.

To disconnect a bank account:

1. Go to Transactions, then Bank transactions.
2. Select the tile for the bank account.
3. Select the pencil ✎ icon, then select Edit account info.
4. Select the Disconnect this account on save checkbox. 
5. Select Save and Close.

Then, reconnect the bank account using the steps below:

1. Go to Transactions, then select Bank transactions.
2. Select Link account on the top-right corner of the screen.
3. Find your bank in the search bar, then select it.
4. Select the Get direct bank feeds link.
5. Enter your information and follow the prompts.

Once done, kindly wait for 24-48 business hours to activate your ANZ and Commonwealth bank  account. For all other banks kindly send your CAF form to SISS email address. You can also check this link to learn more about: Direct bank connections with QuickBooks Online | FAQ.

Posta gain in the Community if you have other concerns. I'm around to help you.

I am interested to know 1) when the last time you updated the list of participating financial institutions was. (I don't see American Banks listed) and 2) why you are in New Zealand/Australia? Intuit is an American/California based company

Hello there,

I'm here to share some updates about the banking feature in QuickBooks Online (QBO).

The update of the list of participating financial institutions that QBO supports depends on the request that we receive. Once a request is sent by other QuickBooks users, we negotiate with the bank right away for the connection. 

To see the list of financial institutions that QBO support bank connections, I recommend checking this article: The QuickBooks Online bank connection status page. If you haven't seen your bank, I recommend requesting support from your bank. Here's how:

1. In the left menu, click Transactions.
2. Choose Bank transactions.
3. Search for the name of your financial institution. If QuickBooks is unable to find your bank, you will get the message, "Hmm, we can’t find [name of the bank you entered] in our list of supported banks," and you will be presented with helpful tips to try and locate your bank account.
4. If you’re still unable to find your bank, select Request.
5. Enter your bank's web address (URL) in the field provided.
6. Select Request.

As for your other question, yes, you're correct that Intuit is an American/California-based company and it's in New Zealand/Australia since Intuit supports internationally.

For future reference, here's an article you can check for the best practices when reconciling your account: Learn the reconcile workflow in QuickBooks. It also provides information on what to do when encountering challenges during the reconciliation process.

Please feel free to let me know if you have any other questions or concerns about connecting your bank account. I am always here to assist you. Have a great day!

Hello,

I am connected to my bank however a new bank account I opened under the same connection is not syncing into QuickBooks.

How can I get a new account synced into the account?

I understand you're encountering syncing issues with your new bank account, dcooney. I'm here to share some troubleshooting steps to sync your bank account with QuickBooks Online (QBO).  

QuickBooks downloads and categorizes bank and credit card transactions for you when you link an account. It inputs the details for you so you don't have to manually enter transactions.

Let's do the manual update in QuickBooks. Doing so will update all of your connected bank and credit card accounts, and add your new transactions. 

1. Go to Banking.
2. Select the bank account tile.
3. Click Update.
   

If you're seeing the new transactions, sign in to your bank's website to see whether the issue may be on their end. To do that, get the URL QBO uses to connect. Please refer to the steps below:

1. Go to Banking and select Link Account.
2. Search for your bank and click it.
3. Copy the URL listed and log in to its website.
   

Also, may I know what's your financial institution's name? This way I can verify if there is an ongoing investigation specific to your bank.

I'm also sharing these resources below to give you more insights on what to do if transactions are not updating and fixing banking errors in QBO:

• Fix bank errors in QuickBooks Online
• What to do if bank transactions won’t download or there's a bank error

Let me know if there’s anything else that I can assist with your bank transactions by leaving a comment below. I'm always willing to help. Have a great day!

Hi there

I have a standard bank feed with Bendigo Bank and Quickbooks for several existing bank accounts.  After trying to add a new bank account/feed I can no longer use my standard bank feeds for any of my existing accounts.  Is there any reason for this? Thank you.  

Hi BGEA,

Thanks for posting in the Community!

Let me provide some basic troubleshooting steps to see if this can fix the issue.

First, use a private window to access QuickBooks. This will prevent the use of cookies stored on the computer.

You can access this by pressing the following commands:

• Google Chrome: press Ctrl + Shift + N
• Mozilla Firefox: press Ctrl + Shift + P
• Safari: press Command + Shift + N

Then, log in to QBO file and let's do a banks sign in information using the steps below:

1. Go to Transactions and select Bank transactions.
2. Select the bank or credit card account you need to update.
3. Select Edit ✎.
4. Select Edit sign in info.
5. If your web browser auto-fills the user ID and password fields, clear them. This ensures your browser doesn’t put in old info by mistake.
6. Manually type in the user ID and password for your bank account. If your bank offers a Show option, select it so you can confirm you entered the password correctly.
7. Select Save and connect.

Note: If you are not using a bank token/OTP kindly do not enter Y/N and just click on Skip or Next.

Check if the bank account gets connected and new transactions have downloaded. Furthermore, kindly check if you can log in to your banks website successfully.

In the meantime you can consider importing the transactions via our CSV file upload process or enter them manually into QuickBooks. 

Post again in the Community if you have further concerns. I am around to help you.

Thanks.

I don't think there is an issue with my bank, the other 3 accounts (Chequing, USD, and Mastercard) under my Bank of Montreal are syncing just fine.

It's just the new account I opened is not showing.

Do I need to completely unlink my bank and re-link?

Hi BGEA,

As a last trouble shooting step we can disconnect and reconnect the bank account in QuickBooks Online. Prior to disconnecting your bank account in QBO, I would recommend contacting our Customer Care Team. That way, one of our support agents can check your connection type and see if there is an ongoing product investigation as well.

Here's how to disconnect the bank account:

1. Go to Transactions, then Bank transactions.
2. Select the tile for the bank account.
3. Select the pencil ✎ icon, then select Edit account info.
4. Select the Disconnect this account on save checkbox. Note: If QuickBooks is downloading new transactions, you won't see this option. Wait a few minutes for the update to finish and try again.
5. Select Save and Close.

How to contact customer support:

1. Sign in to your QuickBooks Online company.
2. Select Help (?).
3. In QB Assistant, enter the topic you need help with. You can also enter questions.
4. Select Contact Us to connect with a live support agent.
5. Choose a way to connect with us:

• Start a chat with a support expert. Live chat M-F, 8:30 AM to 6:30 PM and S-S, 8:00 AM to 8:00 PM, AET.
• Call us. M-F, 8:30 AM to 6:30 PM, AET.

Post again in the Community if you have further concerns. I am around to help you.

I have 4 accounts I need to connect with QBO...how do I find out which accounts are connected?

It's great to see you in the Community today, 3958cbc6346bc.

I understand that you may need to check your connected accounts to the online program. QuickBooks Online (QBO) offers several ways to view connected accounts I'm here to help make the process as smooth and effortless as possible for you.

To start with, let's open the Chart of accounts page to see your bank or credit card accounts. Here's how:

1. In your company, go to the Gear icon and choose Chart of accounts.
2. This action will open a page that shows the list of accounts added to your company.
3. Look for the bank or credit account you're working at.
4. You'll see a cloud icon next to them once it's connected to the bank feeds.

Alternatively, you can click on the drop-down arrow for the View register. This will display the Connect bank option if your Financial Institution (FI) isn't linked to online banking.

In the Account window:
 

1. Go to the Gear icon and select Chart of accounts.
2. From the list, choose the account and click the View register drop-down to select Edit.
3. In the Account window, you'll find the Connected to section if your FI is linked to the bank feeds.

In addition, the Bank transactions page displays a comprehensive list of your connected Financial Institutions (FI). This helpful reference will assist you in navigating the various steps involved in linking and managing both standard and direct bank connections: Manage your bank account in QuickBooks Online.

Additionally, these resources offer a comprehensive list of financial institutions that are compatible with QBO's bank connections, as well as various techniques to import your entries into the program:
 

• The QuickBooks Online bank connection status page
• Get started with your transactions
• Set up a bank or credit card subaccount
  
  

If you have any more concerns or questions about locating accounts in the online program, don't hesitate to let me know. I'm here to assist whenever you need it. Enjoy your day and stay safe, 3958cbc6346bc.

Hi QB

I got the tile that said, Get a better connection, which showed up under my account tile. I did not realis I needed it. Sadly silly me x out of it.  I got my bookkeeper to find another way to set it direct feeds up. we when through the steps to set it up. yet nothing has come of it.is there another way to get that message "Get a better connection" back so i can set it up. the app keeps telling me that a new connection is availably, but because I hit the x on the massage It seems like I can ever get it back... 

are you able to help me PLEASE... I need to do it before the out one goes away. 

I appreciate you following this thread, BYM4U.

I can help you resolve the "Get a better connection" concern so you can resume your banking activities.

You can disconnect the current standard feeds connection and re-connect your bank account using a Direct feeds connection. Please note that before disconnecting the standard feed, ensure all transactions are added and categorised in the For review tab.

To disconnect a bank account:

1. Navigate the Transactions tab, then Bank transactions.
2. Select the tile for the bank account.
3. Click the pencil ✎ icon, then select Edit account info.
4. Select the Disconnect this account on save checkbox. 
5. Tap Save and Close.

Then, reconnect the bank account using the steps below:

1. Go back to the Transactions tab, then select Bank transactions.
2. Select Link account on the top-right corner of the screen.
3. Find your bank in the search bar, then select it.
4. Select the Get direct bank feeds link.
5. Enter your information and follow the prompts.

You can use this article for more information about bank connections: Connect and manage your bank account in QuickBooks Online.

Moreover, explore our Direct Feed FAQ to discover answers to frequently asked questions.

If you have further bank connection concerns or other related issues, post them in the comment below. I'll be sure to lend a hand again.

I'm trying to find a bank that provides enough bank text to automate transactions through rules. I operate 6 business locations and need to apply the deposits and charges to the correct location. Wells Fargo provided enough information (text characters) in the bank feed to provide me with the account and location information to automate those transactions. But since leaving Wells Fargo in 2020, the other 3 banks that I've tried are integrated but either truncate the bank text string or use a general feeds like "Bank-deposit". Because of this, I have to go to the bank website and get the info I need to then manually apply the transaction to the correct location. Does Quickbooks have a list of banks that shows how much data (bank text) that they supply to in the bank feed? I'd prefer not to go back to Wells Fargo, but running out of options. Thanks!

Thanks for joining the thread, Bondo707!

At the moment we don't have a specific list of banks that shows how much data is supplied when downloading your bank feeds in QuickBooks Online. You can check this link: List of financial institutions that support bank connections.

Usually bank details/text downloaded in QBO is based on the information sent from your bank, this should flow the same information on the banking section.

Let's make sure the columns are added on your banking screen to show all the bank details. Let's see if you added it by ticking the box from the Gear icon under the Banking section.

Here's how:

1. Click on the Transactions tab and click on Bank transactions.
2. From the Banking screen, navigate to the Gear icon.
3. Looking at the column section, tick the Show Bank Details box.

If the banking details still aren't showing, I recommend uploading the transactions manually through a CSV file. Then update the banking descriptions or memo before uploading the file in QuickBooks Online.

Post again in the Community if you have further concerns. I am around to help you. Have a great day!

I used to be able to pay my vendors through online payments using QB and 'Direct Connect" with Citizens Bank in Massachusetts. Citizens bank ceased supporting Direct Connect. I had been told that TD Bank in Massachusetts continues to support Direct Connect with QB desktop. My questions:

1. Does QB Desktop Pro Plus 2023 still support Direct Connect with banks that provide it?

2. Has QB implemented its own change such that onlne bill pay can now only be done in QB using Melio and Direct Connect is no longer supported by QB?

3. Does TD Bank in Boston still support the old Direct Connect method that I have used a few years ago?

Thank you.

My bank accounts connect and show the balances however the transactions do not display.

Can you please assist?

Welcome to the Community, KSanMac!

Let's get your bank connection sorted out to help you get back on track. 

If you're bank account is connected through the Standard feeds connection, let's enter your bank's sign-in info to update your bank connection in QuickBooks Online. Here's how:

1. Click on the Transactions tab, and click on Bank transaction.
2. Select the bank you need to update.
3. Click on the Edit or pencil icon.
4. Click on Edit sign in info.
5. If your web browser auto-fills the user ID and password fields, clear them. This ensures your browser doesn’t put in old info by mistake.
6. Manually type in the user ID and password for your bank account.
7. Click on Save and connect.

If you're bank is connected through Direct feeds connection, use the steps below to refresh connection. 

1. Click on the Banking transactions tab.
2. Click on the bank account to update.
3. Click on Refresh button.

Then, check if your bank transactions have downloaded and is showing in the For review.

If the bank transaction still did not update, you can manually upload CSV file for the missing bank feeds. Refer to this link to import bank transaction: Manually upload your transactions, receipts, and bills into QuickBooks Online.

Post again in the Community if you have further banking concerns. I'll be around to help you.

Hi

I am unable to download via standard feed since Bendigo Bank updated my login yesterday.  How do I reconnect the accounts?  I don't want to change to Direct Feeds either. 

Thank you.