cancel
Showing results for 
Search instead for 
Did you mean: 
linda155
Level 2

Only connected bank accounts are showing under Banking.

I need to manually upload some bank transactions. However, when I go to the Bank tab, only the bank accounts that are connected to QBO are listed. How can I get my other bank accounts to display so I can upload transactions to them?
3 Comments 3
Rose-A
Moderator

Only connected bank accounts are showing under Banking.

I'm here to help keep the process of uploading bank transactions easy and simple, linda155.

 

To display other bank accounts without connecting them in QuickBooks, you can manually add them to the chart of accounts and bring in the transactions by following the steps below:

 

Step 1: Pick a start date:

 

  1. In QuickBooks, go to the Accounting menu and then select Chart of Accounts.
  2. Look for the bank or credit card account you want to upload the transactions into.
  3. Click View register.
  4. Find and write down the date of the oldest transaction. Usually, the oldest transaction is the opening balance.

 

Step 2: Get transactions from your bank:

 

  1. Sign in to your bank or credit card’s website.
  2. Follow your bank’s instructions for how to download CSV files of your transactions to your computer. Every financial institution has different steps. For Bank of AmericaChase, and Wells Fargo.
  3. Check the date range for the download. It should be at least one day before the date of your oldest transaction.
  4. Download your transactions. Save the file somewhere you can easily find it, like your computer's desktop.

 

For other steps, you can refer to this article (proceed to Step 3): Manually upload transactions into QuickBooks Online. On the same write-up, you'll find links on how to set up bank rules as well as reconciling your account.

 

Once imported, I recommend editing, assigning, and categorizing your transactions. Also, you can match them to the existing entries in the software. Just go to the For Review tab from the Banking menu. Doing so will help you ensure the accuracy of your financial records.

 

You can always get back to me if you have any other QuickBooks questions. I'd be glad to help and assist you further. Have a good one.

linda155
Level 2

Only connected bank accounts are showing under Banking.

It is Step 3 in your solution that is not working as stated.  When I click on Banking, the only accounts that show up are the checking and credit cards that are connected to a bank. 

We have a few bank and credit card accounts that are not connected to a financial institution. These "unconnected" accounts are set up properly in the chart of accounts as bank accounts or credit card accounts, but are not displaying as an option to select in Banking.  It looks like the account has to be listed on the Banking screen so that I can use the Upload Transactions function. 

If I select a connected bank account and go to its register, I can access an unconnected bank account's register by changing the drop down in the account name.  However, once at the register, there no longer is an option to Upload Transactions.

Therefore, it seems that I need to get the unconnected banking accounts to be displayed on the Banking screen so I can execute Step 3. 

Any suggestions would be greatly appreciated!

ZackE
Moderator

Only connected bank accounts are showing under Banking.

Thanks for following up with the Community, linda155.
 

You can manually upload transactions into bank accounts that aren't connected to online banking from your Transactions or Banking screens.
 

Here's how:

  1. In the left navigation bar, go to Banking or Transactions.
  2. Click Upload transactions.
  3. Hit Browse and choose your file that was downloaded from the bank.
  4. Press Next.
  5. In your QuickBooks account ▼ drop-down list, pick an account you want to upload the data into.
  6. Follow your presented steps to match the columns on the file with your correct fields in QuickBooks.
  7. Specify each transaction you'd like to import and click Next.
  8. Hit Yes.
  9. When you're ready, select Let's go.

 

If you happen to see an error message, be sure to review our Fix bank upload errors article to fix them.
 

Please feel welcome to send a reply my way if there's any additional questions. Have a great day!

Need to get in touch?

Contact us