bank feeds

Hello there, @arjavparikh.

I appreciate you for posting and laying out the details of your concern. I'm here to address your query about your account not existing in QuickBooks Desktop.

We can set up an account using the Direct Connect or Web Connect method. But before doing so, please ensure to reach out to your bank and verify what way is available in connecting to QBDT.

If your bank offers Direct Connect, a PIN or password from your bank is needed to use this. Then, download your electronic statements to your Bank Feeds.

Otherwise, if the bank offers Web Connect, download a file (.QBO) with your company's transactions from your bank or credit card and import that file to add those transactions to your accounts. I'll show you how:

1. From Banking, select Bank Feeds, then Import Web Connect Files.
2. Choose the .QBO file you saved, then tick Open.
3. Select your bank account.
4. Click Continue. You'll see a dialog box telling you that the data has been successfully read into QuickBooks. Select OK.
5. Go to the Bank Feeds Centre to review your transactions.

For more details about setting up a bank account, please see this article: Set up or edit bank accounts for Bank Feeds in QuickBooks Desktop.

Once everything is in place, you can utilize this article for reference in downloading and organising your bank transactions seamlessly: Download bank feed transactions in QuickBooks Desktop.

I’m always ready to assist you if you have any other questions or concerns about managing your accounts. Tag me in your reply, and I’ll sprint back into action. Have a good one, and keep safe.

@Carneil_C 

My bad for probably not explaining clearly

1) My bank offers QB connectivity, so all transactions were downloaded and imported successfully in QB desktop.

2) After that, I wanted to setup direct bank feed so I can download transactions with one click.

3) I am able to successfullly connect (using MFA etc) and when I am downloading 3 of my bank accounts, it shows 3 accounts on the left from the bank and to the right it asks me to link QB accounts with dropdown.  This dropdown doesn't show existing accounts

Happy to do screenshare or whatever else is needed to troubleshoot.

Thank you,
Arjav Parikh

Let's work together and get to the bottom of this, arjavparikh.

Thank you for following up on this issue. I'd be glad to lend a hand and provide info about the dropdown that doesn't show existing accounts. 

Most of the time, unusual behavior caused by data integrity issues. I recommend running the Verify Rebuild tool to isolate the issue. This process scans your file for any errors and resolves them right away. I show you how.

1. Go to the Window menu in your QuickBooks Desktop (QBDT), and select Close All.
2. Then, go to the File menu.
3. Select Utilities.
4. Click Verify Data.
5. Go back to the File menu.
6. Choice Utilities.
7. Press Rebuild Data.

You can also check this link for more detailed steps: Verify and Rebuild Data in QuickBooks Desktop. 

If the issue persists, I suggest downloading the QuickBooks Tool Hub and running the Quick Fix my Program to fix this. You can refer to this link for the complete process: Repair your QuickBooks Desktop for Windows. 

When everything looks good, you can read through this article on how to swiftly match your accounts in QBDT: Reconcile an account in QuickBooks Desktop.

However, if the problem persists, I'd recommend reaching out to our Phone Support team. An agent will do a screen share with you to investigate this further. Here's how:

1. Click the Help menu, and then select QuickBooks Desktop Help.
2. Scroll down and click Contact Us.
3. Type in a short description of your concern, then Continue.
4. Select either Message an Agent or Get a callback from us.

I'm sure that an agent would be happy to assist you with any questions that you have. For more details about our support availability, refer to this article: Contact Support. 

Please keep me posted on how the steps work. I'll be right here if you have follow up questions.

@AileneA 

Thank you for your response.  Data verified, rebuilt successfully.  Then tried connecting the bank feed, same results, existing accounts don't show up in the dropdown.

When I imported bank downloaded transactions in QB format when I started the process, I linked accounts at that point.  Is it possible that existing linking should be somehow removed before those accounts show up in the dropdown?  If so, how do I unlink with qbb file?

Thank you,
Arjav Parikh

Thanks for updating us on this, @arjavparikh. I appreciate you for doing the Verify and Rebuild process.

Since the troubleshooting steps didn't work, we can disconnect bank feeds for an account in QuickBooks Desktop. 

Before doing so, make sure to categorise  the existing bank transactions. QuickBooks won't let you make changes if there are still pending transactions. 

After that, you can now disconnect your accounts from Bank Feeds one at a time.

Here's how:

1. Go to Lists and then select Chart of Accounts.
2. Right-click the account you want to turn off. Then select Edit Account.
3. Go to Bank Settings.
4. Select Deactivate all online services, then select OK.
5. Select Save & Close.

After deactivating your account, QuickBooks won't download new transactions. 

When you're ready to reactivate your bank account, refer to this article for the step-by-step guide: Set up or edit bank accounts for Bank Feeds in QuickBooks Desktop. 

It provides two ways to connect your account to bank feeds (Direct Connect and Web Connect). 

Your new transactions will be downloaded after you reconnect. With this, you'll have to add and match them to keep your account accurate and updated.

You can check out this article for the detailed process: Download bank feed transactions in QuickBooks Desktop. 

Should you need further assistance with your bank feeds, don't hesitate to drop a comment below. I'd be glad to help. Stay safe and have a nice day!

I have a similar issue,

After down loading the bank feed saving the file to our desk top and opening up the file,  Quickbooks opens up the 2022 version we still have on our computer

We have upgraded to QB2023 and cannot get the bank feed to open in Quickbooks 2023 version.

Any suggestions

Thanks

I appreciate you for jumping into this thread and letting us know you had the same concern, @The Poolman.

I'm here to share information about your concern about being unable to open the bank feeds after upgrading to Quickbooks Desktop 2023.

As mentioned by one of my colleagues above, AileneA, problems with data integrity frequently bring on unusual behavior. To pinpoint the problem, I advise running the Verify Rebuild tool. This procedure checks your file for flaws and immediately fixes them. Check this article as your reference for the steps: Verify and Rebuild Data in QuickBooks Desktop.

I recommend downloading the QuickBooks Tool Hub and performing the Quick Fix my Program to resolve the problem if it still exists. For the entire procedure, please see this link: Repair your QuickBooks Desktop for Windows.

When everything is fine, you can reconcile an account in QuickBooks Desktop to match your bank accounts.

But if the issue continues, I suggest contacting our Phone Support staff. A representative will screen-share with you to help you further.

Keep me posted on how the steps work. I'll be right here if you have follow-up questions.

Thanks for the help. After rebuilding the data and verified it still didn’t work. So we removed QB2022 from our computer abd now we have no issues. 
Thank you for for help. 
merry Christmas 

You're always welcome, The Poolman.

I'm happy to hear that you no longer have an issue doing tasks to your account.

Happy Holidays!