Help has arrived, chris@optionalth. I'll make sure that you'll be able to connect your bank account on the Banking page in QuickBooks Online.
The banks that appear on the Banking page are the accounts connected. Even if they aren't connected, they will show up in the Banking menu if you import the transaction.
Otherwise, it will appear in the Chart of Accounts if your account isn’t connected or doesn’t have uploaded files. However, we can fix this by connecting your bank account from your chart of accounts.
For further details about connecting a bank and credit card accounts to QBO, feel free to check out this link. It includes steps on how to refresh your bank feed to download your latest transactions.
In addition, here are a few extra articles that can help you along the way in managing your transactions:
I’m always ready to assist you if you have any other questions or concerns about managing your accounts in QBO. Tag me in your reply and I’ll sprint back into action. Have a good one and keep safe.
I appreciate the information, however, let me be a bit more detailed.
I have 3 bank accounts.
In Chart of Accounts I can see all 3. And only 2 are linked.
In Banking, I can only see 2 of the 3.
I've connected, un-connected and connected several times as well as removed all history, cookies, caches, etc. Nobody seems to have an answer for this. Thanks,
Thanks for your prompt reply, chris@optionalth. I can guide you how to fix the banking issue in QuickBooks Online.
In this case, I'd recommend contacting our Technical Support team. This way, they'll be able to help you with any banking issues.
Please also note that we are available M-F from 6 AM to 6 PM PT.
Additionally, when you link your bank to QuickBooks Online, you'll need to know how to find it by visiting this page.
Feel free to drop your comments with your banking transactions in QuickBooks Online. Keep safe!
I appreciate that option and have unfortunately tried them several times, but they don't know what to do. Ugh!
So, here is my question: Could it be that since one of the accounts is connected to my online store, that it's not supposed to show up in Banking? It shows up in App Transactions. Hope this helps clarify my concerns.
Hi there, @kusndc.
Thanks for joining this thread. I've got some steps to isolate the issue. I want to ensure you can view your bank transactions and manage everything in one place.
If you've done either of them but are yet unable to find your bank on the said page, it can be due to outdated or corrupt cache files in your web browser. Let's try accessing your account through an incognito window to rule out the possibility of a webpage issue. You can refer to these shortcut keys to open an incognito window in all supported browsers:
If it doesn't show, I recommend clearing the cache of your regular browser so you can access QuickBooks with a clean slate. Alternatively, you may use a different supported one. You may also consider linking your bank or downloading your transactions again.
Visit me here again in the Community and keep me posted on how these steps work out for you. I'm determined to help you succeed. I'm also here if you need further assistance managing your bank feeds.
Thanks for getting back to the thread, @kusndc. I'm here to help you get this sorted out.
Since, you've tried already the basic troubleshooting processes and still get the same concern. I'd like to request a screenshot from you so that we can investigate why you're unable to see you bank account in the Banking page. Any additional information would be greatly appreciated.
If you have any additional information, feel free to post a reply. I'll be here waiting for you. Have a good one!
I know it hasn't been easy for you not to see all your bank accounts linked to online banking on the Banking page. I'll ask more information so I can identify and provide correct solution in fixing it.
There are two methods for linking a bank account to online banking. You can do this through the Banking page or the Chart of Accounts (COA) page. Could you please tell me which option you used to connect your bank account to online banking?
Can you also share a screenshot of your COA and Banking page? It's possible that the connection failed, or you linked the other bank account to an online store, which will show up in the App transactions tab. You might have also created a new account rather than linking an existing bank account on the Chart of accounts.
As a workaround, you can upload your transaction manually without connecting it to online banking. Once the transactions are successfully uploaded, the bank account will appear in the banking page.
After you've downloaded your transactions, you can review and categorize them to ensure they are in the correct accounts.
I'll keep an eye on your respond, don't hesitate to add any details below. Have a great day.
After I click "Link Account" and I login to my client's bank account, I see the account I want here, circled in red. but after I click "Connect" and QB is supposed to list the account that I checked, I don't see it the red circled anymore. It's not any one of these accounts in the 2nd screenshot. I called Tech support again and they couldn't figure out. This so disappointing since the banking feature is why I switched to QB online.
Hey there, @Imlost1!
I see that you're still having trouble with connected accounts not showing up on the Banking page. To help you out, could you send me screenshots of the affected accounts in the Chart of Accounts, Banking page, and Apps menu?
That way, I can figure out what's causing the issue and give you the right troubleshooting steps.
If you have any other details to share, feel free to add them to this thread. I'm here to help, so don't hesitate to ask.
So do we have a solution yet? I am having the same issue, when i try to link my bank account the account does not appear on the banking screen chart of accounts. So there is no way to sync to the bank account already created in QBO. Since I have been importing my bank data this account does appear on the dashboard in my QBO.
On the banking sync screen I have the option of creating a new cash account and then the bank sync works but since this bank account is already in my chart of accounts I do not want to create a new account, I need it to sync back to my old cash account. How do I this bank account to appear in the banking sync screen?
Any help would be greatly appreciated.
Good morning, @Rooneyjkk1.
Thanks for chiming in on this thread. Let me point you in the right direction to get this handled.
If none of the steps that my colleague provided worked, then I recommend contacting our Customer Support Team.
It's that easy!
Keep us updated on how it goes. We're always here to lend a helping hand. Take care!
I am currently on the phone with Customer Support Team. They are as confused as we all are here. I have been on the phone now for 45 minutes. This post was originated over a year ago with multiple people identifying the same problem. What is the solution? It's clearly not to call Customer Support.