Bank Feeds

Forum|Forum|1 year ago
July 9, 2024
1 reply
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I successfully added one bank through the Bank Feeds module even though I have to manually import my transactions through web connect. However, I'm attempting to add another institution that is not listed in the Bank Feeds module. I have the bank account listed on my chart of accounts but when I import the web connect file, the other institution isn't listed for me to tie the transactions too. I've tried using all bank feeds preferences, advance, express and classic with no success. I waited to speak with technical support through QuickBooks and I received no help. Any help is appreciated!

QuickBooks Enterprise Suite

Ethel_A

QuickBooks Team

Let me share information about connecting a bank account to your QuickBooks Desktop, @HFranklin.

As your bank isn't included in the list of Financial Institutions supported by QuickBooks Desktop, I suggest exploring the option of opening an account with a partner financial institution. Additionally, you can apply for online payment services using the Intuit Online Payment service with any U.S. account that has check-writing privileges. By doing this, you will have the ability to link your bank account and utilize the function to automatically import transactions from your bank.

For future reference, once you can connect your bank and successfully import transactions to QuickBooks Desktop, refer to this article to guide you in reconciling your bank account: Reconcile an account in QuickBooks Desktop.

Feel free to click the Reply button below if you have questions connecting your bank account in QuickBooks Desktop. I'm always here to help. Have a great day.