cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Visit this post for a list of recent banking issues in QuickBooks Online.
PB201
Level 1

Connecting new bank account

Hi

I’m trying to connect my new bank account, I can see it’s connected on my online banking app but not on QuickBooks.

5 REPLIES 5
FateCandylaneT
QuickBooks Team

Connecting new bank account

Thanks for reaching out here with us, PB201. I'm here to ensure your banking connection concern in QuickBooks Online (QBO).

 

Beforehand, may I know which bank you're using when connecting with QBO? Can you also provide us with a screenshot of your Banking sections? Any additional information is much appreciated, as this would help us if there were similar reports or cases with the other users.

 

In the meantime, let's manually check your Banking section and verify if the bank is already connected in QBO. I've added a screenshot below for reference.

 

 

Also, we can manually update your bank feeds to help us check your account and transactions.

 

Here's how:

 

  1. Go to Bookkeeping, select Transactions, then click Banking.
  2. Select the specific bank account.
  3. Select the Edit ✎ icon to the right of the bank name and click Edit sign-in info.
  4. Enter your bank website User ID and Password, then select Update sign-in info.
  5. QuickBooks Online will connect with your bank to verify the details.
  6. Once you see the message that your credentials have been updated, click on I'm done, Let's go!

 

For more detailed information, you can check out this article: Troubleshoot issues with Bank Feeds.

 

Moreover, I've added this reference to guide you in importing your transactions manually: Manually upload transactions into QuickBooks Online.

 

You can always reply in the comments below if you have additional questions about managing your bank connectivity. We'll be right here, willing to help. Have a good one!

PB201
Level 1

Connecting new bank account

Hi have checked the banking section and the only bank account showing is my old account.

My new account is Virgin Money

When I tried to connect it would send me to my banking page to log in and verify my account, after that is says it’s sending me back to QBO but I just get sent to a blank page, I assumed it hadn’t worked so tired a few more times, same thing happened.

Then I logged into my banking app and under connections it says I’m now connected to QBO.

Thanks 

MaryLandT
Moderator

Connecting new bank account

I can provide some troubleshooting steps so you can connect the Virgin Money account to QuickBooks, PB201.

 

Let's try logging into your account on a private browser and check if Virgin Money is connected or not. Use these keyboard shortcuts depending on the browser to launch.

 

  • Google Chrome: press Ctrl Shift N  
  • Mozilla Firefox: press Ctrl Shift P
  • Safari: press Command Shift N.

 

If the bank connected, go back to the regular browser and clear the cache. If it isn't, try connecting Virgin Money through the private window. If this doesn't work, you can try using other supported browser to know the cause of this product behavior.

 

You can always find me here if you have other questions. Have a pleasant day ahead!

PB201
Level 1

Connecting new bank account

I’ve tried all of the above, I’m going round in circles.

I’ve spoke to someone over the phone and on live chat and no one can help me.

I tried on a laptop, iPad and my phone.

My bank account is showing every connection I have tried, it’s showing I’m connected to QuickBooks 12 times when I go into the connection section, but nothing showing on QuickBooks.

Unless this is sorted I’m going to have to cancel my subscription and use another service. 

ChristineJoieR
QuickBooks Team

Connecting new bank account

I appreciate your effort following my colleague's suggested solution above, @PB201. I'll ensure you can access your Virgin Money account in QuickBooks Online. 

 

I recommend using a web browser to access your QuickBooks and see if your bank is available on the banking tab.

 

If still not showing on your end, I suggest calling our support team again. This way, they can check if a current issue running within QuickBooks Online. They will also provide a possible solution once an error occurs. 

 

Here's to call our representatives:

 

  1. Log in to your QuickBooks Online account.
  2. Click the? Help button at the top right corner.
  3. Go to the Search tab, then select Contact Us.
  4. Enter a brief discussion with your concern, then click Continue.
  5. Choose a way to connect with us: Get a callback.

 

After that, please read this page to learn how to link your bank accounts. Then, learn to classify transactions using the downloading procedure: Categorise and match online bank transactions in QuickBooks Online.

 

It is also vital to reconcile your accounts in QuickBooks. If you encountered an error the first time your books, refer to this page as your guide: Fix issues the first time you reconcile an account in QuickBooks Online.

 

I'm always here to support your growing business. Have a blissful day.

 

EDIT- We just wanted to update the thread. The issue was resolved,

Need to get in touch?

Contact us