Bank listed with Quickbooks Online but not with Desktop version
My bank (Mercury) was listed on the Online version of Quickbooks, and I was able to get my Self-Employed account linked to my bank account, but when I tried the same on the Desktop version my bank wasn't listed as an option. It's odd that the same capability would be absent from the far more expensive product I thought I upgraded to.
Can I get a refund of some kind if a fix isn't possible? I was expecting this to work when I bought it.
If you're unable to see your financial institutions and it doesn't offer online banking import or download services for QuickBooks, you can ask your FI to sign up through https://fi.intuit.com. Your financial institution controls what and how information is received by QuickBooks.
However, we can manually import the transactions so they become available in your Bank Feeds.
To download web connect files, here's how:
From the QuickBooks File menu, select Utilities then Import and then Web Connect Files.
Select the QBO file you saved, then select Open.
When prompted to Select Bank Account, select:
Use an existing QuickBooks account if the account you are importing the transactions into is already set up in QuickBooks.
Create a new QuickBooks account if the account you are importing the transactions into is not yet in QuickBooks. Type a name.
You should see a dialogue box telling you that the data has been successfully read into QuickBooks. Select OK.
Go to the Bank Feeds Center to review your transactions.