connecting bank account

watersideelec · ‎September 16, 2021

my accounts aren't showing up on the banking tab. when I go to connect the accounts there's a check mark next to the accounts already and the connect button isn't clickable. Does that mean that these accounts aren't able to be connected or are they already connected? I already have a business account(checking and saving) being utilized

Catherine_B · ‎September 16, 2021

Hello there, watersideelec.

Just to clarify, do you want to update your connected bank account or you're still trying to connect them but you're seeing that it's already connected?

We can verify first if you're bank accounts are still active and connected. Aside from the Banking page, you can check it in the Chart of Accounts. Here's how:

Click the Accounting menu and select Chart of Accounts.
Look for the bank.
A connected bank account will indicate a two-headed arrow under the TYPE and DETAIL TYPE column.

You can check the screenshot below to know what I am referring to.

If you want to update your bank, you can start fresh by disconnecting and reconnecting it. Just ensure that any transactions needed to be reviewed are already categorized, matched, and added to your register.

You can use these steps in disconnecting your bank:

Go to the Banking or Transactions menu.
Select the blue bank square for the bank account you need to disconnect.
Click the pencil icon in the tile for the bank account you want to update, then select Edit account info.
Select the Disconnect this account on save checkbox.
Click Save and close.

Then, connect the accounts again using the updated bank's name or website.

If you're still experiencing unexpected behavior within your Banking page, you can reach out to our Phone Support Team so they can further investigate.

I want to make sure everything is taken care of for you, please let me know how it goes or if you have any other issues or concerns. Take care!

View solution in original post

jamespaul · ‎September 16, 2021

Hello, watersideelec.

It looks like the accounts are already connected but something is preventing them from appearing on the Banking tab. I have a few steps you can do to help you resolve the missing accounts.

This might be a simple webpage sync issue, so you can refresh the Banking page by pressing the F5 button. Another thing to try is to log out and log back in.

This unexpected behavior can also be caused by a cache-related issue. When a browser's cache is full or corrupted, it can cause several issues within QuickBooks. One way to rule this out is to use an incognito or private browser:

Google Chrome: CTRL + Shift + N.
Microsoft Edge: CTRL + Shift + N
Mozilla Firefox: CTRL + Shift + P
Safari (new versions): Command + Shift + N

Log it to your QuickBooks account, then check the accounts under the Banking tab. When they appear properly, go back to the regular browser and clear the cache. This will clear the webpage data that's causing the issue.

Close out any browser instances to complete the process.

Alternatively, you can use another supported browser to check your connected accounts.

I'd also like to ask for the name of your bank. I'll be able to check the system and see if there are sync issues with it.

When you're able to see the accounts with the downloaded bank entries, you can start categorising them for your books. Check this article if you need a guide: Categorise and match online bank transactions in QuickBooks Online.

I'm always here to answer your questions about the Online Banking feature and other processes in QuickBooks. Just reply here, and I'll hop on to this thread again. I'll see you soon.

watersideelec · ‎September 16, 2021

vystar c.u. is the FI.
i used the incognito tab and still no luck.
on the dashboard under bank accounts; i click connect accounts. Next, I select connect to a different bank, even though the new accounts are from the same FI as the existing accounts. Next, I enter the bank. Then, a page opens that says Which accounts do you want to connect?, underneath that says Connected accounts, that is my only option. If I click on Connected accounts the business and savings accounts that I want to add appear with a check mark next to them and a balance below the account name. The Connect button isn't able to be clicked.
If I added these two accounts that would mean I'd have two business checking and savings accounts. Is that to many?

Ashleigh1 · ‎September 16, 2021

Hello Watersideelec, thanks for coming back to us, so it means it's unavailable for some reason. Your connected accounts will show in the banking tab, so if its one of them that will be why its not available for a new connection.

watersideelec · ‎September 16, 2021

Thanks for reply,

the banking tab doesn't currenty have the two accounts from my FI that I'm looking for.
the banking tab has my old accounts(checking and savings) that I don't use anymore.
Maybe I'll change my old accounts to inactive then try to connect my new business accounts(checking and savings). good plan?
Thanks in advance for help

Catherine_B · ‎September 16, 2021

Hello there, watersideelec.

Just to clarify, do you want to update your connected bank account or you're still trying to connect them but you're seeing that it's already connected?

We can verify first if you're bank accounts are still active and connected. Aside from the Banking page, you can check it in the Chart of Accounts. Here's how:

Click the Accounting menu and select Chart of Accounts.
Look for the bank.
A connected bank account will indicate a two-headed arrow under the TYPE and DETAIL TYPE column.

You can check the screenshot below to know what I am referring to.

If you want to update your bank, you can start fresh by disconnecting and reconnecting it. Just ensure that any transactions needed to be reviewed are already categorized, matched, and added to your register.

You can use these steps in disconnecting your bank:

Go to the Banking or Transactions menu.
Select the blue bank square for the bank account you need to disconnect.
Click the pencil icon in the tile for the bank account you want to update, then select Edit account info.
Select the Disconnect this account on save checkbox.
Click Save and close.

Then, connect the accounts again using the updated bank's name or website.

If you're still experiencing unexpected behavior within your Banking page, you can reach out to our Phone Support Team so they can further investigate.

I want to make sure everything is taken care of for you, please let me know how it goes or if you have any other issues or concerns. Take care!

watersideelec · ‎September 16, 2021

thanks for help.

- My problem was that I couldn't have two different checking accounts from two different companies. as soon as I disconnected the old one I was able to connect the new one.

Rose-A · ‎September 17, 2021

Thanks for getting back to us, watersideelec. Allow me to share some information regarding connecting your accounts from two different companies in QuickBooks Online.

Most Financial Institution allows multiple connections. However, syncing a bank account to multiple QuickBooks Online account might cause some connectivity issues.

To get this sorted out, I'd suggest working with your financial institution before connecting them to the program.

You can also take a look at the articles below. This will provide you tips on how to manage multiple accounts in QuickBooks Online as well as a link to reconcile your account:

About bank or credit card subaccount setup.

Find your bank or credit card account when you connect to online banking.

If there's anything else that I can help you within QuickBooks Online, leave a comment below. I'd be happy to assist you further. Wishing you the best.

jbengineerltd-ou · ‎November 17, 2021

How can I speak to someone from quivkbooks about my bank account connection

@watersideelec wrote:
my accounts aren't showing up on the banking tab. when I go to connect the accounts there's a check mark next to the accounts already and the connect button isn't clickable. Does that mean that these accounts aren't able to be connected or are they already connected? I already have a business account(checking and saving) being utilized

jbengineerltd-ou · ‎November 17, 2021

This is ridiculous

ShiellaGraceA · ‎November 17, 2021

Hello, @jbengineerltd-ou.

I'll share the steps on how you can connect your bank account. To confirm, did you try the steps provided by my peer @Catherine_B? If not, you'll want to perform the suggested steps first to fix your bank connection issue.

However, if you're done with the troubleshooting and still got the same error, please contact our Customer Care Support so we can investigate further.

Here's how to reach out:

Go to Help at the top of your QuickBooks account.
Select Contact Us.
Enter a brief description of the issue, then tap Continue.
Click Chat with us.

One of our customer representatives will assist you in creating a ticket. This way, you'll get updates on the resolution status.

I'm also adding this link in case you need help managing bank-related tasks: Find help with bank feeds and reconciling accounts.

Please know that you're always welcome to swing by anytime if you still have questions or concerns with bank accounts. I'm here to help. Take care and stay safe.

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