cancel
Showing results for 
Search instead for 
Did you mean: 
Highlighted
Level 1

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.

1 Comment
Highlighted
QuickBooks Team

Bank listed with Quickbooks Online but not with Desktop version

Hi there, @TobyAM.

 

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.comYour 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:

 

  1. From the QuickBooks File menu, select Utilities then Import and then Web Connect Files.
  2. Select the QBO file you saved, then select Open.
  3. 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.
  1. Click Continue.
  2. You should see a dialogue box telling you that the data has been successfully read into QuickBooks. Select OK.
  3. Go to the Bank Feeds Center to review your transactions.

You can browse this article it provides a series of information about Bank Feeds in QuickBooks: Get started with Bank Feeds for QuickBooks Desktop.

 

Also, you can contact our Customer Support Team to discuss the refund process. Here's how: 

  1. Open QuickBooks.
  2. Go to Help, then select QuickBooks Desktop Help.
  3. Select Contact Us.
  4. Enter your concern, then select Continue.
  5. Choose Get a callback to connect to our support.

I'll share our Help articles it provides tips on how to manage your account in Quickbooks.

 

If you need more help, please let me know. Take good care.

Need to get in touch?

Contact us