I am still waiting from a year ago for my bank connection to be upgraded to direct feed. 

Hi @JoannaW!

That sounds frustrating and an unusual wait time for an outcome. Have you contacted Support about this extended process? 

I go to Edit Account but it is greyed out. I can't select Disconnect this account on save. How do I disconnect a bank feed?

We appreciate you for joining this thread, @dpettett.

One possible reason you're unable to edit the account is that the primary user may have granted you limited access to the bank accounts. I’m here to help you resolve this issue.

You’ll need to ensure that the primary admin provides you with the necessary permissions to edit the bank account. For more information about user roles and access rights, you can refer to this article: User roles and access rights in QuickBooks Online.

In addition, when accessing your account or disconnecting your bank, it's a good idea to use a private window. This helps prevent issues caused by corrupted cache files that can lead to unexpected behaviour within the software. Here are the keyboard shortcuts for opening a private window in different browsers:

• Google Chrome: Ctrl + Shift + N
• Safari 11 or newer: ⌘ + Shift + N
• Mozilla Firefox: Shift + Ctrl + P
• Microsoft Edge: Ctrl + Shift + N

You can also consider using another supported browser to enhance your experience while performing various business tasks.

After you're finished, you might want to manually upload your bank transactions if you're unable to download them. You can check out this article for guidance: Manually upload your transactions, receipts, and bills into QuickBooks Online.

If you need further assistance with your bank connection or managing user access in QBO, feel free to ask! We're here to help.

Bank of queensland have updated their online presence and since they did that, we only receive updates on the amount in the bank - it has ceased directing any of the transactions made into quickbooks. Who do we need to contact to rectify this issue

Hi KB1160,

Let's get your bank transactions up to date in your QuickBooks Online account. Let's edit your bank sign-in information in QuickBooks using the steps below.

1. Click on the Transactions tab.
2. Click on Bank transactions.
3. Click on the bank account you need to update.
4. Click on the Edit or Pencil icon.
5. Click on Edit sign in info.
6. Manually enter your banks User ID and password.
7. Click on Save and connect.

Check the bank account if new transactions have downloaded on file. If the issue persists, kindly log in to your QBO account using a new incognito window and use the steps above to update your banks sign in info.

If the behavior is the same, I recommend contacting our Customer Care Team. That way, they can escalate a ticket to our banking team to help check the account connection.

In the meantime, you can manually upload CSV files to add your bank transactions in QuickBooks Online. 

Post again in the Community if you have other questions about online banking connection in QBO. I'm around to help you. 

A duplicate NAB Bank Feed has appeared that seems to be trying to replace the original NAB feed. The new one shows the correct balance but doesn't contain all transactions & 6 months of previoulsy categorised transactions are showing as uncategorised. How do I resolve?

Thanks for posting in the Community, Emma15.

NAB accounts have the option to connect through Standard and Direct feeds connection. It could both of your accounts have been connected under standard and direct feeds at the same time. 

You can keep the NAB account that has the correct bank balance and disconnect the other account that has incorrect balance. If you are not sure how to proceed, I recommend checking in with our Customer Care Team. That way, they can help check your account connection in a secure form and guide you how to proceed with keeping one NAB account.

Post again in the Community if you have other QuickBooks concerns. 

Ok Thanks - will do. Bit strange it did it without asking me! 

(324) We can't find this account at your bank?????

Hi Julie,

Can I ask which bank account are you trying to update on file? That way, we can check if there is any related investigation or not for the bank account affected.

If there is any error message showing in the Bank transactions page, I recommend signing in first to your online banking website. Making sure that your log in details works and the account is active.

Once done, let's go back to QuickBooks Online and use the steps below.

1. Click on Bank transactions.

2. Locate the bank account.

3. Click on Refresh/Update button.

If the issue persists, I recommend checking in with our Chat or Phone Support to further check your bank account connection in a secure form. 

In the meantime, you can use the manual upload option using CSV files to add your bank transactions.

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

When I log in to NAB for banking, I need a One Time Password which is sent as text message.  When linking a bank account in Quickbooks, I enter the same ID and pass word but the OTP doesn't arrive - can't log in, can't link new bank account.  Where to from here? Cure?

Let's get your new bank account connected to QuickBooks Online, @GrayHair. I have some details below to help you fix this sign-in issue.

There are times when it can take a couple of minutes for your code to arrive. Here are a few things you can do:

• Check your junk mail or spam folder to see if the email went there.
• Verify all email addresses you used to sign up for your account.
• Unblock or add Do_not_reply@intuit.com as an approved sender in your email app.
• You can get a new code sent to you by selecting the I didn’t get a text, I didn’t get an email, or I didn’t get a phone call link on the product sign-in page.
• If you lost your phone, check your text messages online at your cell carrier’s website.
• You may have accidentally blocked the phone number we sent a text message from. Ensure to allow or unblock our number on your iOS or Android device.

However, if you're still unable to sign in to your account, I recommend reaching out to our customer support. They can further identify the cause of the sign-in issue.

You can learn more about what to do if you can't log in to your account by checking out this guide: Recover your Intuit Account if you can’t sign in.

Additionally, consider scanning this material for guidance on updating your account credentials to improve security: Update or change your Intuit Account sign-in information.

Feel free to reply to this thread for questions or clarifications when signing in to your account or other related concerns in QuickBooks Online. We are always here to lend a hand.