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gscowie-me-com
Level 1

Can’t connect bank account because it’s not a bussined account

 
1 REPLY 1
MaryJoyD
QuickBooks Team

Can’t connect bank account because it’s not a bussined account

I can help you bring your transactions from your bank to your QuickBooks Online (QBO) account, @gscowie-me-com.

 

Did you encounter any errors when trying to connect the bank? Can you tell us more about it? That'll help us resolve the error you have. 

 

If the bank isn't supported yet, then you can send us a request to support for your bank. To do it, go back to the Connect an account page from your Banking menu. You'll receive a prompt when we can’t find the bank in our list of supported banks. Check this screenshot: request support.JPG

On the next page, provide the bank information. Click on Request once you're done. send request.JPG

Check this article for more information: Find your bank or credit card account when you connect to online banking.

 

In the meantime, you can add your bank transactions through the WebConnect process. You’ll have to manually download the transactions from the bank. Then, upload the file to your account.

 

Download bank transactions:

 

  1. Go to your online banking account to get your file.
  2. Check or follow your bank’s instructions to get a copy of the data and then save on your computer.
  3. Ensure that the data range is at least one day before your oldest transaction to avoid duplicates.
  4. Please take note of the supported file format and size. It should be either a Comma-Separated Values (CSV) or a QuickBooks Online (QBO) file. 
  5. Download your transactions and save the file to your desktop. 

To upload the file to your QuickBooks account: 

  1. Go to the Banking menu and select the bank where you’re uploading the transactions from the Banking tab.
  2. Click the Link account drop-down and select Upload from file
  3. On the window that appears, click the Browse button and choose the file that you’ll be downloading. 
  4. Click on Open, then Next.
  5. Follow the onscreen instructions. Match the columns on the file with the banking fields in QuickBooks, then select Next.
  6. Click on Let's go. QuickBooks will now add the transactions to your account.

Check this article for more information: Manually upload transactions into QuickBooks Online. From here, you can categorise and then reconcile the transactions.

 

Let me know if there’s anything else that I can assist with adding your bank transactions by leaving a comment below. I’m always here to assist. Have a wonderful day!

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