Hi there, drsmor. I’m here to assist you through this process to achieve a smooth connection, enabling you to shift your attention back to managing your business.
A good first step is to reach out to your bank to see if they can help resolve the issue. Generally, linking bank accounts to software like QuickBooks Online only requires a username and password. However some banks use an Access ID, a unique code that can complicate integration with the software. This Access ID enhances security and allows for customized access, but might require additional steps to function properly with different systems.
Once you've connected your bank to QuickBooks, it'll automatically bring in your latest transactions. Make sure to review, assign, and categorize these transactions to match any you've already entered in the software. You can do this under the For Review tab in the Banking menu. This is important to keep your financial records accurate.
If you're still having trouble linking your bank directly, try manually adding your bank to the chart of accounts and importing transactions with a WebConnect file. This is a good workaround to keep your financial data current.
If you encounter any more obstacles along the way or if there's anything else I can help you with. Feel free to comment below. I'm here to assist you.
