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Best answer October 06, 2021
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Thanks for getting back to us, @SergeyD. I'm here to share details about re-connecting Metro Bank in QuickBooks Online (QBO) and the actions you need to help take care of this matter.
For the time being, we have an ongoing investigation about updating your Metro Bank (UK) - Personal and sign-in info to re-connect your account in QBO. Rest assured that our banking engineers are actively working to have this resolved as soon as possible. This way, you'll get your latest transactions and manage them accordingly.
As a workaround, you can create a cash-on-hand account in the Chart of Accounts (COA) and upload your Metro Bank transactions using CSV files. This way, you can keep your financial data updated.
In keeping with this, I'd recommend contacting our Customer Care team again. They can add your account to the list of affected users. This ensures you're in the loop about the investigation's status and its fix.
In case you want to talk to one of our representatives to relay this matter, you need to request a callback. You'll first have to check out our support hours to ensure we can assist you on time. Here's how:
- Sign in to your QBO company.
- Go to the Help (?) menu.
- Select the Search tab.
- Click the Contact Us button.
- Enter a brief description of your concern in the What can we help you with? field.
- Select Continue.
- Choose a way to connect with us (Send a message or Get a callback).
Once resolved and re-connected, your transactions will automatically be downloaded. All you have to do is review and/match them to the existing entries in QuickBooks to keep your account updated. For the step-by-step guide, you can refer to this article: Categorise online bank transactions in QuickBooks Online.
Also, I'd recommend reconciling your Metro Bank account every month. This will help monitor your income/expenses and detect all possible errors appropriately. For the detailed steps, check out this article: Reconcile an account in QuickBooks Online.
Please keep me posted on how it goes. Let me know in the comments if you have other banking concerns and questions about managing your transactions in QBO. I'll gladly help. Take care and stay safe, @SergeyD.
Thanks for getting back to us, @SergeyD. I'm here to share details about re-connecting Metro Bank in QuickBooks Online (QBO) and the actions you need to help take care of this matter.
For the time being, we have an ongoing investigation about updating your Metro Bank (UK) - Personal and sign-in info to re-connect your account in QBO. Rest assured that our banking engineers are actively working to have this resolved as soon as possible. This way, you'll get your latest transactions and manage them accordingly.
As a workaround, you can create a cash-on-hand account in the Chart of Accounts (COA) and upload your Metro Bank transactions using CSV files. This way, you can keep your financial data updated.
In keeping with this, I'd recommend contacting our Customer Care team again. They can add your account to the list of affected users. This ensures you're in the loop about the investigation's status and its fix.
In case you want to talk to one of our representatives to relay this matter, you need to request a callback. You'll first have to check out our support hours to ensure we can assist you on time. Here's how:
- Sign in to your QBO company.
- Go to the Help (?) menu.
- Select the Search tab.
- Click the Contact Us button.
- Enter a brief description of your concern in the What can we help you with? field.
- Select Continue.
- Choose a way to connect with us (Send a message or Get a callback).
Once resolved and re-connected, your transactions will automatically be downloaded. All you have to do is review and/match them to the existing entries in QuickBooks to keep your account updated. For the step-by-step guide, you can refer to this article: Categorise online bank transactions in QuickBooks Online.
Also, I'd recommend reconciling your Metro Bank account every month. This will help monitor your income/expenses and detect all possible errors appropriately. For the detailed steps, check out this article: Reconcile an account in QuickBooks Online.
Please keep me posted on how it goes. Let me know in the comments if you have other banking concerns and questions about managing your transactions in QBO. I'll gladly help. Take care and stay safe, @SergeyD.
