Connect bank account (foreign currency) from COA to my bank

A pleasant day to you, Alice92.

Let me help you connect your bank account from the Chart of Accounts (COA) and avoid changing foreign currency to home currency QuickBooks Online (QBO).

The Connect bank option won't be available to those accounts in COA that have already been connected to online banking.

Moreover, you can see a symbol of two arrows pointing in opposite directions signifying that it's linked to online banking. Feel free to see the image below as a reference:

Furthermore, to avoid changing your bank transactions currency, I recommend manually uploading the transactions in QBO. The home currency will reflect if your bank is linked to the account and uploads transactions automatically.

However, if it's not connected and the Connect bank button isn't visible, let's perform some basic troubleshooting steps by logging into your account via a private browser to avoid storing cache data files. You can utilize the shortcut keys below:

• Google Chrome: press Ctrl + Shift + N
• Mozilla Firefox: press Ctrl + Shift + P
• Microsoft Edge: press Ctrl + Shift + N
• Safari: press Command + Shift + N

If this works, clear the cache of your regular browser to remove piled-up data. If the issue persists, you can use another supported browser or device. 

Moreover, if you encounter duplicate transactions, feel free to read this article on how to handle them: Match bank transactions in QuickBooks Online.

Let us know if you have additional banking connectivity concerns by replying to this post. We'll be willing to lend a hand. Take care, and enjoy the rest of the week.

Hi Bryan,

I still cannot see the Connect Button to choose though I did shortcut keys as well as check I'm using the newest version of web browser.

Can you advise another way to connect?

Waiting for your reply soon.

1. Go to Transactions, then Bank Transactions.
2. Select the tile for the bank account.
3. Click the Pencil ✎ icon, then select Edit account info.
4. Select the Disconnect this account on save checkbox.
5. Choose Save and Close.

1. From the Cog Wheel, select Chart of Accounts.
2. Look for the bank account, then click the dropdown beside View register and select Connect bank.
3. Follow the onscreen instructions to make a connection.

Hello Nicole,

I have tried as you instructed. However, when I want to connect the bank from bank account created on Chart of Account, I clicked on View Register of that account, it appears only Edit/Make in active (reduce usuage)/Run report, I don't see Connect Bank option. I will need to contact Support team about this

Thanks