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A
Anonymous
January 28, 2019
Solved

Bank Not Supported

  • January 28, 2019
  • 6 replies
  • 47 views

In the BANKING tab >Add Account. After going through the prompts, my bank is not an option. It asks you to input the bank's web address and states that QuickBooks will contact the bank. It has been about a week and still I can't connect QB to the bank. It there a way to manually input the bank account information? I have resorted to handwriting paper checks because I have no way to print them in the system- which defeats the purpose of even having a program.

Thanks in advance

Best answer by Morgan_B

Hey there, Crestone.

 

Thanks for reaching out for support here in the Community. I want to make sure you're able to get your bank information into QuickBooks Online.

 

This can be done manually through what is referred to as a WebConnect. The first step in this process is to download your bank transactions as one of the following formats: 

  • .CSV
  • .QFX
  • .QBO
  • .OFX

The downloaded file can then be uploaded into QuickBooks by:

 

1. Clicking the Banking tab in the left navigation bar.

2. Select the black drop-down arrow beside of Update, and select File upload.

 

This article offers more information on this type of setup: https://quickbooks.intuit.com/community/Banking-and-bank-feeds/How-to-upload-more-than-90-days-of-bank-transactions/m-p/187501.

 

Additionally, this write-up covers the how-to's of importing using a .CSV file: https://quickbooks.intuit.com/community/Banking-and-bank-feeds/How-to-import-bank-transactions-using-Excel-CSV-files/m-p/185578.

 

Keep up the great work and please let me know if you have any other questions. I'll be here to help any way that I can.

 

 

 

6 replies

Morgan_B
Morgan_BQuickBooks TeamAnswer
QuickBooks Team
January 28, 2019

Hey there, Crestone.

 

Thanks for reaching out for support here in the Community. I want to make sure you're able to get your bank information into QuickBooks Online.

 

This can be done manually through what is referred to as a WebConnect. The first step in this process is to download your bank transactions as one of the following formats: 

  • .CSV
  • .QFX
  • .QBO
  • .OFX

The downloaded file can then be uploaded into QuickBooks by:

 

1. Clicking the Banking tab in the left navigation bar.

2. Select the black drop-down arrow beside of Update, and select File upload.

 

This article offers more information on this type of setup: https://quickbooks.intuit.com/community/Banking-and-bank-feeds/How-to-upload-more-than-90-days-of-bank-transactions/m-p/187501.

 

Additionally, this write-up covers the how-to's of importing using a .CSV file: https://quickbooks.intuit.com/community/Banking-and-bank-feeds/How-to-import-bank-transactions-using-Excel-CSV-files/m-p/185578.

 

Keep up the great work and please let me know if you have any other questions. I'll be here to help any way that I can.

 

 

 

M
mrlmrzngr
February 19, 2023

hello, thank you for this information, however may I ask if thru the connect the bank account and i clicked the request support, how long will i wait for qbo to list it to their supported bank? and how will i know the status of qbo is working on my bank already to have it connected to qbo site? will they email me?

K
Kurt_MQuickBooks Team
QuickBooks Team
February 19, 2023

Glad to see you here in the thread, @mrlmrzngr. Let's work this out so you can connect your bank in QuickBooks Online (QBO).

 

Before doing so, may I ask if you've verified that the bank is a financial institution that supports connectivity with QBO? If you haven't checked if they offer this option. You'll want to reach out to your bank. This way, they can tell you if they initiate the connectivity of a bank account to our program.

 

If they don't offer this option, you'll want to ask if they can provide you with a copy of all your bank transactions that you can download. Once you got all your transactions ready, I can help you get them into your QBO account. To begin, here's how:

 

  1. Go to Bookkeeping then Transactions, and then select Bank transactions.
  2. Select Upload transactions.
  3. Select Drag and drop or select files and select the file you downloaded from your bank. Then select Continue.
  4. In the QuickBooks account ▼ dropdown, select the account you want to upload the transactions into.
  5. Click Continue.
  6. Follow the onscreen steps to match the columns on the file with the correct fields in QuickBooks, and then press Continue.
  7. Choose the transactions you would like to import, and then click Continue.
  8. Press Yes.
  9. When you accept your transactions, select Done.

For more information, please see this page: Manually upload transactions into QuickBooks Online.

 

To add up, here's an article about managing transactions you manually imported into your company: Categorize and match online bank transactions in QuickBooks Online.

 

In case you got time to spare, I'd also recommend checking this page about reconciling an account in QBO: Reconcile an account in QuickBooks Online.

 

Thanks for dropping by here in the Community space, @mrlmrzngr. Don't hesitate to post here again if you have any additional QuickBooks-related concerns. I'll be more than happy to help you out again. Take care, and have a good one!

H
Herb65
September 20, 2020

Quickbook self employ is useless my Bank is Wells Fargo and it does not support CSV download!!

 

DivinaMercy_N
DivinaMercy_NModerator
Moderator
September 20, 2020

Thanks for joining the thread, @Herb65.

 

I'm here to help you so you can import transactions from your bank to QuickBooks Self-Employed (QBSE). Here's how:

 

  1. Sign in to your bank's website.
  2. Follow their instructions on how to download entries as a CSV file.
  3. Use this format coming from your financial institution.
  4. Set the date range for at least one day before the oldest transaction in the account in QuickBooks.
  5. Follow on-screen instructions to finish the download.

 

Once done, you're now ready to import them. Let me show you how:

 

  1. In your QuickBooks Self-Employed account, go to Settings and choose Imports.
  2. Select the account you want to add the transactions into.
  3. Click Browse and find the file you downloaded from your bank.
  4. Choose the file and click Open to start the import.
  5. Review the column headers and data. Make sure the Date, Description, and Amount columns on the CSV match the columns and order in QuickBooks.
  6. Click Continue to complete the import.
  7. Then, you can follow the steps here to categorize them.

Here's the article that will give you more info about the process: Manually import transactions into QuickBooks Self-Employed. 

 

Also, if you want QuickBooks to automatically download transactions from Wells Fargo bank so you can skip manual entry, you may refer to this link for the detailed instructions: Connect bank and credit card accounts to QuickBooks Self-Employed. 

 

Don't hesitate to leave a comment below if you have further concerns about connecting bank accounts in QBSE. I'm always around to help you out. Stay safe.

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