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Established Member

Why can i not add a new bank account ?

 
4 Comments
QuickBooks Team

Re: Why can i not add a new bank account ?

Hi there, treasurer50.

 

Can you tell us if you're getting an error when adding a bank account? You can open your Chart of Accounts and the account from there. Here's how:

 

  1. Click the Accounting menu and select Chart of Accounts
  2. Click New
  3. Select Cash and cash equivalents for Account Type.
  4. Select the appropriate type in the Detail Type field.
  5. Enter all other details including the opening balance. 
  6. Click Save and close

If you're trying to connect the bank to Online Banking, follow the steps in this article on how to to that: Add And Connect To A Bank Or Credit Card Account.

 

Just in case you don't see any of these options, use a different browser and log back in to your account. Compatible browsers include Google Chrome, Mozilla Firefox, Microsoft Edge, and Safari. A browser issue might be preventing you from adding an account. 

 

Let me know if you require more assistance. I'll be around to offer more help. 

Established Member

Re: Why can i not add a new bank account ?

I am trying to add a new bank account via the add function.

 

I keep getting a 103 error no matter what I do

 

Someone from intuit logged in and tried to help me. they couldn't,  

they were going to escalate the call and get back to me, but of course they haven't.  

Don't understand how I can not connect to my bank to add an new account, when Intuit seems to be able to talk to my bank to update the bank accounts I already have.

QuickBooks Team

Re: Why can i not add a new bank account ?

Thanks for the additional details, treasurer50.

 

This error will show if the bank credentials were entered incorrectly. I'll guide you through the steps to fix it.

 

If you recently changed your bank login information, please follow these steps:

  1. In the Banking tab, select Banking.
  2. Locate the card for the account that generated Error 103.
  3. Click the Edit ✎ icon.
  4. Select Edit sign-in info.
  5. Enter your new credentials, then select Update.

On the other hand, if you're connecting for the first time, here's how:

  1. From the Banking tab, select Banking.
  2. Click Add account.
  3. Enter your bank's URL in the Search field.
  4. Enter your bank's credentials, then click Continue.

Also, I would like to ask for the name of your bank. That way, I could check on my end if we have an ongoing investigation about this one.

 

Once everything's working, you can check this article on how to import your bank transactions: Import bank transactions using Excel CSV files.

 

I'm just around the corner if you have other concerns.

Established Member

Re: Why can i not add a new bank account ?

Previously i have spent over an hour on live chat to a live chat rep last week

they remoted in and watched me try all of the above suggestions, including 2 different browsers and using incognito mode.

 

i am able to login to my banking in the Bendigo bank portal so i know my credentials are correct

The live chat rep said he would raise it with the banking team but i have not heard back..

 

all existing account are syncing transaction with no issues either

My live chat session with the rep was on either the 7th or the 8th and i have heard nothing back since.