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shadhvanit
Level 1

Hi There - We are using the Bankwest and on time to time basis the QB and Bankwest link is broken. Any help ? QB is help less and they cant fix the issue.

 
1 Comment 1
Rose-A
Moderator

Hi There - We are using the Bankwest and on time to time basis the QB and Bankwest link is broken. Any help ? QB is help less and they cant fix the issue.

It's good to see you here in the Community, shadhvanit.

 

To ensure you're linking the correct account, as an initial step, let's log in to the bank's website. Once signed in, copy the bank URL and use it for searching the correct account in QuickBooks.

 

  1. From the left menu, select Banking, then Banking.
  2. On the Banking page, select Add Account.
  3. In the Search field, enter the bank's URL (example: http://www.chase.com).
  4. Select your bank. If you see multiple options, you may have to repeat these steps to find the correct one.
  5. Enter your bank login on your bank's website, then select Continue.

 

If the issue persists, as a workaround, you can bring in the transactions using a WebConnect file. Here's how:

 

Step 1: Pick a start date:

 

  1. In QuickBooks, go to the Accounting menu and then select Chart of Accounts.
  2. Find the bank or credit card account you want to upload the transactions into.
  3. Select Account history.
  4. Find and write down the date of the oldest transaction. Usually, the oldest transaction is the opening balance.

 

Step 2: Get transactions from your bank:

 

  1. Sign in to your bank or credit card's website.
  2. Follow your bank's instructions for how to download CSV files of your transactions to your computer. Every financial institution has different steps.
  3. Make sure the date range for the download is at least one day before your oldest transaction.
  4. Download your transactions. Save the file somewhere you can easily find it, like your computer's desktop.

 

For the complete details, you can refer to this article (proceed to Step 3): Manually upload transactions into QuickBooks Online. On the same write-up, you'll find links on how to set up bank rules as well as reconciling your account.

 

In case you encounter an error, the following articles list different bank error codes and detailed troubleshooting steps to resolve them:

 

Fix bank error 390 and 1000 in QuickBooks Online.

Fix banking error 324.

 

Don't hesitate to drop me a line if you have other concerns about bank accounts in QuickBooks Online. Have a good one. Stay safe!