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kattwood
Level 1

QB not recognizing bank accounts

In our QB account we are linked to the bank - but QB is telling us it does not recognize the bank account - thus all activity from the bank has seized in the banking module.  Has anyone else had this problem?  I reported it to QB but have not had a resolution.

1 Comment 1
GlinetteC
Moderator

QB not recognizing bank accounts

I can help figure out what happened to your bank account, kattwood.

 

QuickBooks Online allows connecting as many accounts as needed to download transactions automatically. Here are some possible reasons why QBO unrecognizes your bank:

 

  • Your bank doesn't connect to all types of accounts, such as personal account vs. business accounts. 
  • Your financial institution has multiple names on our list.
  • The bank isn't a participating financial institution. 

 

You can fix this by using the bank URL to ensure you're using the correct listing:

 

  1. Navigate the Banking tab from the left menu. 
  2. Select Add Account.
  3. Use either the bank name or URL in the Search box. 
  4. Search for your financial institution and choose it from the list.
  5. Select the link for your bank's website to open the bank's website.
  6. Make sure you can access your account through this site by verifying that you can see your account information without any errors.
  7. If you access the account successfully, log out of the financial institution's website. Then, continue to add the account to the program. 

 

For additional information, you can use this link: What to do if you get a bank error or can't download recent bank transactions.

 

In the meantime, you can manually bring transactions into QuickBooks by using this link: Manually upload transactions in QBO.

 

If you have other questions about banking in QBO, please post them in the comment below. I'll be here to help.

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