Account disappeared from Banking Section - Reconnecting a previously disconnected account.

Hi there, HM-Bookkeeper-UK. 

I want to ensure your issue with connecting your bank account to QuickBooks Online (QBO) is taken care of.

You can add your bank account even without connecting it to the online banking feature in QuickBooks Online (QBO). You can follow the steps below on how to manually upload transactions: 

1. Prepare your Excel CSV file.
2. Sign in to QuickBooks, then click on Banking or Transactions at the left pane.
3. Go to the Banking page.
4. Tap on Upload transactions.
5. Select Browse and then select the file you downloaded from your bank. Then select Next.
6. In the QuickBooks account dropdown, pick the account you want to upload the transactions into. Then hit Next.
7. Follow the onscreen steps to match the columns on the file with the correct fields in QuickBooks. Then select Next.
8. Select the transactions you would like to import. Then select Next.
9. Select Yes, then Let's go.

For more information about uploading your bank accounts in QuickBooks, you can check out and review this article: Manually upload transactions into QuickBooks Online. This also contains steps on how to categorize your bank transactions in QuickBooks.

Whenever you're ready to do balancing on your bank transactions, I recommend this article to guide you through the steps: Reconcile an account in QuickBooks Online. You can also refer to this article when fixing reconciliation.

Feel free to get back to us here if you have other questions about managing your bank accounts. I'm always here to help.

Hi LeizyIM,

Many thanks for your reply. 

The PayPal bank account is already set up in our Chart of Accounts, and has the transactions from mid December already there. Will importing the transactions from the 17th make the account reappear on the Banking Page? 

I import transactions manually for our NatWest Account, but this account doesn't disappear from the Banking Page when it has been reconciled. Will this be the same for the PayPal once I have imported these transactions? 

Many thanks. 

Hi HM-Bookkeeper-UK If you upload a CSV file from the banking page and connect it to an existing chart of accounts the account/bank heading should appear on the banking page as well as the transactions that were imported that should show on the for review page, the same as an actual connection. 

Thank you, by importing these transactions, it has reappeared on my Banking Page.

Problem now is it is still connected to the Bank Feeds, which is what I originally wanted to stop due to the multi-currencies messing up the accounts. 

Hi HM-Bookkeeper-UK The CSV will have connected to the chart of accounts that you selected on importation. If the bank account was still connected to that chart of account before the import then you will have to disconnect the account. You may then have to import the CSV again.

Ok, so to disconnect a bank feed, we need to do this from the Chart of Account Page? By doing it this way, will the account remain on the banking page? 

Hello HM-Bookkeeper-UK, If you disconnect the bank account in the chart of accounts page (you can do this by hitting the drop-down next to account history and edit and ticking the disconnect account on save box and then saving the change) then it will not disappear from the banking page if you are uploading CSV's in that page it will still be there to choose and when chosen it will show in the banking page the transactions uploaded to review. I hope that makes sense, Any questions just ask

Good Morning,

Thank you for your reply. 

No problem, so disconnecting this on the Chart of Accounts will remove the account from the Banking Page until the CSV file is imported. This seems to be the case when I followed the instructions above you gave. 

Is there a reason why our NatWest account, which we do the same, remains on the Banking Page? I suspect it is because it was previously linked but authorisation for bank feeds has expired. 

No I do not believe this was fully disconnected as it still has the link symbol next to the name in Chart of Accounts. 

Thank you for your help, I will inform the company of this.