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RJMEProperty
Level 1

Bank Feeds list in Desktop

How do I get the trial version to show a complete list of Bank feeds, it only shows 6, I want to trial this product to see if it works for me, but it looks like this functionality is crippled in the desktop trial

1 REPLY 1
JessT
Moderator

Bank Feeds list in Desktop

I'm glad to know that you're using the trial version first, RJMEProperty. It's clever!

 

The complete list of connected accounts is on the Bank Feeds Center page itself. It's in the middle pane where you also add accounts. With the paid version, you can connect up to 40 bank accounts to QuickBooks.

 

On the other hand, you can check if your banks are on our list of Participating Financial Institutions. Then, you'll want to click the bank name to see if it supports Direct Feed or Web connect.

  1. Go to Banking.
  2. Choose Bank Feeds.
  3. Select Participating Financial Institution

By the way, we have in-product articles in QuickBooks, where you can find the information about the topics you want to know. Simply click on Help, choose QuickBooks Desktop Help, and enter a keyword in the search box.

 

This is the perfect time to be curious about QuickBooks because you're still on trial. Please don't hesitate to ask more questions. We'll be glad to answer them.

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