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?

Hi, when connecting my bank account to quickbooks via a Standard Bank Connection, I am getting a notification from my bank of an unusual logon from the United States (Linux device). Is this normal? The bank is asking me to verify if it was me or not.

Hi JKLEGAL,

Thanks for posting in the Community!

Know that when you connect your online banking to QuickBooks Online. QBO automatically downloads new transaction sent by your bank. The connection from your online banking to QBO is on a read-only connection so that no one can use any of your information. If notifications are sent by your bank, I recommend contacting your bank to verify.

If you see a message about additional authentication, follow the on-screen steps to continue the update.

You can refer to this link about online banking connection in QBO: How secure is online banking through QuickBooks?.

Drop by again in the Community if you have further concerns about online banking connection. 

I have 5 Chase bank accounts that automatically feed quickbooks desktop.  One of the account won't update and it shows it hasn't updated in a month.  I went to the Bank Feeds, connected to Chase, turned off the bank feed for the account that didn't work, saved it and then went in again and relinked it.  Still will not update.  Other accounts still work fine.  Suggestions?

Hi Scott,

Thanks for posting in the Community!

Are you using the QuickBooks Desktop version? Right now, you have reached the support desk for QuickBooks Online Australia. 

 I recommend contacting the QuickBooks Desktop team. They'll be the best support that can provide you with the information you need to help reconnect the Chase account you're having issues with. Please use this link quickbooks.intuit.com/learn-support/en-us/contact and select the product. Or you can click on the Help icon in your QuickBooks file to contact support. 

Post again in the Community if you have further QuickBooks Online concerns. 

Bendigo Bank's removal of the token is causing havoc with the bank feeds that were established in QBooks.

QBooks is not refreshing the data and is telling me that I need to establish a new direct feed.  I have 5 bank accounts and none of them are updating.

When I complete the direct feed form, it only offers this for 1 bank account and it tells me that it will take up to 10 days to get the feeds working again.

This is so frustrating at the 11th hour of a year end.

How do I get my bank feeds working again and in a hurry?

I can share some information that can help you with resolving the error you're having with your bank account, gbryson.

I suggest further contacting our Customer Support team to check the connection between your bank and QuickBooks Online. They have the tools to check this information in a safe and secure environment. 

Follow the steps below: 

1. Go to the Help icon to connect to a live support agent.
2. Go to the Search tab and click on the Contact Us button.
3. Provide us with some information about your concern in the What can we help you with? box and click on Continue. 
4. You'll now be provided options on how to connect to our Customer Support.

You can check this article for more information about the different types of support we offer and their availability: QuickBooks Online Support.

Here's more information about the difference between standard and direct bank connections: Upgrade to a Bendigo Bank direct bank connection in QuickBooks Online.

In the meantime, consider adding transactions directly to an account by getting transactions from your bank and uploading them to your account: Manually upload your transactions, receipts, and bills into QuickBooks Online.

Let me know if you need more help with your bank transactions. I'm always here to assist you. Have a wonderful day!

I have duplicate bnk transactions and hey have rules - i suspect its because rules have been set twice and description criteria is 'if 'any' If that is the case I need to delete one of the rules - how do I do that?

Hi, @tigerfish. Thank you for joining the thread and explaining your situation with duplicate bank transactions and bank rules.

It's possible that setting up rules with the 'Any' criteria and having similar rules can contribute to duplicate bank transaction issues. I can provide the steps for deleting a bank rule in QuickBooks Online (QBO). 

Aside from deleting a bank rule to address the problem, consider refining or disabling it. Here's how:

1. Go to the Gear icon. Then, select Rules.
2. Find the rule associated with the duplicate transactions downloaded on your bank feed.
3. Select the dropdown arrow under the Actions column.
4. Click on Edit to modify the rule to include only specific transactions.
5. Hit Disable if you want to have a record of the rule and have it not apply to future downloaded transactions.  
6. If you choose to delete a rule, choose Delete. Then, Yes.

Moreover, if you have duplicated download transactions in the For Review section, consider excluding one to resolve it.

For future reference, let me add this article about reconciling your accounts in QBO after you've categorised your transactions: Reconcile an account in QuickBooks Online.

We'll be here in the Community if you have further questions about managing bank rules or dealing with duplicated transactions in QBO. We'll do our best to assist. Take care!

Hi I connected the wrong account when setting up so I unlinked this account successfully and then connected the correct bank account however all the transactions from the origianl now unlinked account are showing up instead of the newly linked account?

Help please

Hi JenOT,

You can exclude the transactions downloaded from the original bank account to not add them in QuickBooks. Let me guide you how to exclude those transactions.

1. Click on Bank transactions tab.
2. Click on the For review.
3. Select the transactions that downloaded from the original/incorrect account.
4. Click on Exclude selected.

The transactions will move to Excluded tab. You can delete the transaction from there to completely remove them on file.

Drop by again in the Community if you need more help with your bank feeds.

Your team recently made changes just before the end of the Australian financial year, which broke PayPal. Initially, your support team claimed it was because the PayPal account in question was multi currency. This is not the case. It is an Australian Dollar only account. However, things do get purchased from other countries. When this happens, non balance affecting details of the other currency are shown as informational, but the balance transactions are in AUD.

Your team was asked when this will be fixed, or when a timeline will be made available. Support have advised they are unable at this time to confirm any time for restoration of the bug.

Hi, I have used Quickbooks Self-Employed with Bendigo Bank for several years with no issues. The first six months of the most recent financial year aren't loading into my Quickbooks account (there's nothing from from 1 July 23 to 6 November, but everything after 6 November is showing). It says 'That's all the data we have. Import more transactions from your bank.' I've tried adding the missing info as a CSV but Quickbooks isn't accepting that. Any suggestions why the six months of data is missing and how it can be added back?

Hi Greg,

Thank you for posting in the Community! 

I can understand you're having fundamental issues with your PayPal bank connection in QuickBooks Online. Our team found out that PayPal bank feeds download multicurrency payments/transactions as AUD in QuickBooks Online for example USD10 may appear as AUD10. To avoid incorrect data download in QBO, the system is unable to support foreign currency PayPal accounts be connected. 

Know that this has been passed to our banking engineers and our developers for a fix and enhancement.

In the meantime, if there won't be any further foreign transaction processed in the PayPal account, please complete the categorisation of your transaction and then disconnect and re-link the PayPal or manually upload the transactions using CSV file.

Drop by again in the Community if you have other QuickBooks concerns.