Solved! Go to Solution.
Thanks for sharing some clarification about your concern, @SPRC,
The Banking page in QuickBooks is used for reviewing downloaded transactions before they are added into individual registers. This means that the accounts displayed in there is either set up for online banking or are importing bank files manually .
If you want to see the Manual Savings Account in the Bank Feed but can't connect it online, you may opt to upload the transactions manually. Download the data from your financial institution then map the transactions in a Comma-Separated Values file (CSV).
Please see this article to know more about the steps: How to import bank transactions using Excel CSV files?
Once the file is ready, start importing the file to your QuickBooks Online company. Follow these steps:
For the information and steps on importing these files, see this article: Manually upload transactions into QuickBooks Online.
Once imported successfully, you will now see the account in the Banking menu including the transactions for reviewing. Check out this link for more information on how to manage bank entries: Categorise and match online bank transactions in QuickBooks Online.
Feel free to ask any questions here. I'll be more than happy to share helpful tips on how to get around QuickBooks and perform tasks the easy way. Have a wonderful week!
You've come to the right place, @SPRC.
Below are the instructions to help you get your savings account viewed on the banking page.
First, make sure you've connected your savings account to online banking. Here's how:
Then, let's check your account from the banking page.
With these steps, you'll be able to see your savings account in the banking tab. You can learn more about connecting bank account at this link here: Connect bank and credit card accounts to QuickBooks Online.
You can also check out his handy article about finding the downloaded bank transactions that I'm sure you'll find helpful. This article contains detailed steps on how to find missing transactions and other related resources.
That'll do it. Please know that you're always welcome to come back to this thread if you have other concerns. We're always here to help. Thanks for posting. Cheers!
Hi thanks for replying, but you haven't understood.
I CANNOT connect the bank. It doesn't allow an online connection. As such, when I did as you suggested, clicked on connect bank, nothing came up and the account is still not visible on the banking tab.
This is a manually added account. It is NOT A CONNECTED ACCOUNT. I can add transaction manually. I just cannot figure out how to make it appear on the banking tab alongside our connected account.
Thx
Thanks for sharing some clarification about your concern, @SPRC,
The Banking page in QuickBooks is used for reviewing downloaded transactions before they are added into individual registers. This means that the accounts displayed in there is either set up for online banking or are importing bank files manually .
If you want to see the Manual Savings Account in the Bank Feed but can't connect it online, you may opt to upload the transactions manually. Download the data from your financial institution then map the transactions in a Comma-Separated Values file (CSV).
Please see this article to know more about the steps: How to import bank transactions using Excel CSV files?
Once the file is ready, start importing the file to your QuickBooks Online company. Follow these steps:
For the information and steps on importing these files, see this article: Manually upload transactions into QuickBooks Online.
Once imported successfully, you will now see the account in the Banking menu including the transactions for reviewing. Check out this link for more information on how to manage bank entries: Categorise and match online bank transactions in QuickBooks Online.
Feel free to ask any questions here. I'll be more than happy to share helpful tips on how to get around QuickBooks and perform tasks the easy way. Have a wonderful week!
You have clicked a link to a site outside of the QuickBooks or ProFile Communities. By clicking "Continue", you will leave the community and be taken to that site instead.