Hi, i have a bank account that’s pulling in transactions but not showing in my cash flow accounts. How do I fix that? I’m in the mobile app.

Hello, usergeekless. 

I'll give a bunch of solutions to help you fix the missing bank account from the Cash Flow section. 

An outdated app can be the reason why your bank account isn't showing up under the Cash Flow section. Though, a simple data issue can also cause the bank account to disappear. Before we update it, let's reset your app's data: 

1. Go to the hamburger menu ☰.
2. Select Help & Feedback
3. Tap Refresh Data.

If it's still missing, you'll want to update the app to ensure all features and functions are running smoothly: 

iOS devices: 

1. Open the App Store.
2. Tap the Today tab, then select your profile.
3. Under the Available updates section, search for the QuickBooks mobile app.
4. Tap Update.

Android devices:

1. Open the Google Play Store.
2. Tap the hamburger icon ☰ on the home screen.
3. Go to My apps & games.
4. Under the Updates tab, look for the QuickBooks mobile app.
5. Tap Update.

You can also uninstall and reinstall the app to fix the issue. The download links are found here: How to download the QuickBooks Online mobile app.

If you need more help with the Cash Flow feature, this article can help you out (the steps are available for the web browser only): Track your cash flow in QuickBooks Online. 

Do you need help recording your invoices after dealing with the missing bank account? The video in this article can guide you with the process: How to Record an Invoice in the QuickBooks Mobile App.

We also have other articles to help you with processes in the web browser. Feel free to visit our QuickBooks Online articles list page for guides and details about them. 

Do you have any other questions about the mobile app or the Cash Flow feature? Let me know and I'll help you out.

HI, I tried all that but it's not even showing as a cash flow account in QB on the web. Yet it's showing in my list of accounts and I'm able to review and categorize transactions.

When I try to connect the savings account to my bank  in QB it says it's already connected.

Hello @usergeekless,

Since your account still not showing when after following the suggestion shared by my colleague above, I'd recommend contacting our Customer Care Support.

With their tools, one of our specialists can pull up the account we have on file and investigate further what is the root cause of this unexpected problem. To do so:

1. Log in to QuickBooks Online in a web browser.
2. Go to Help.
3. Select Contact Us.
4. Enter a few words describing your goal for today in the What can we help you with? field.
5. Click Continue.
6. Choose a channel where you want to connect with our online team.

On top of that, I've also included this reference helpful for the steps needed in balancing your checkbook and regularly reviewing your accounts in QuickBooks: Use this guide anytime you need help doing or fixing a reconciliation.

Don't hesitate to post again here if you have other questions or concerns with QuickBooks tasks and navigations. I'm always around happy to help. Stay safe and have a good one!

i contacted support 5 times with no luck... we have this issue and no fix.... 

Being able to manage online banking to show on your cash flow account is essential to your business, ITGUYfromNJ. I've come to help ensure you'll get the best support available in handling this kind of query.

As we require to gather specific information on your account, we're unable to acquire these details in a public platform like Community space. I understand you've contacted our support team already, it's best to reach them back as this will allow them to review your account in a secure environment, conduct further research, and create an investigation ticket if need be. To do this:

1. In your QBO account, click Help.
2. Click the Search tab, and click Contact Us.
3. Enter the error message in the description box, and select Continue.
4. Start a chat with a support expert.

In case you need additional guidance with the Cash Flow feature and review other business finances, I'm sharing this reference for future use: Use reports to track cash flow in QuickBooks Online.

I'll keep an eye on this thread for any additional queries you may have when managing bank and cash flows in your account. Please don't hesitate to leave a reply below. Keep safe!

not sure you understood the post.... i reached out to support directly gave all details and still no one can help me...

where you ever helped on getting this resolved? if yes may i know how? 

Thank you for reaching out to the Community, ITGUYfromNJ. Let me help you see the cash flow in your accounts. 

I know a possible resolution to this concern. I suggest updating your bank manually. This way, you'll see if the cashflows together with the bank transaction, will now flow into your QuickBooks Online account.

Here's how: 

1. Open your QuickBooks Online account. 
2. Go to the Transactions menu located at the left navigation panel and select Bank Transactions. 
3. Click the Update option right beside the Link account dropdown. 
4. If prompted, enter your Multi-Factor Authentication (MFA) credentials and select Continue update. You must enter these credentials within 2 minutes of being prompted. Multi-factor authentication is any security precaution that requests more than a single username and password.

You can also use this guide to learn more about automatic and manual updates: Use automatic and manual online banking updates in QuickBooks Online. 

If the issue persists, I recommend contacting our support since they have the tools and expertise to pull up your account and determine certain issues. 

Follow these steps to contact our representative: 

1. In your QBO account, select Help (?). 
2. Choose the Search tab.
3. At the bottom of your screen, click Contact Us.  
4. Type your concern. Then click Continue. 
5. You may choose Callback, Appointment, or Chat as your way to connect with us. 
6. Kindly fill out the provided field such as your First name, Last name, Email address, and Phone number. 
7. Depending on what you choose as your way to connect with us, click Callback, Schedule an appointment, or Chat. 

Furthermore, you may categorize online bank transactions in QuickBooks after resolving this concern.

Feel free to reply in the comment section if you have further information as you reach out to our representative. We're always here to help. 

Go to your chart of accounts and set the "Detail Type" on the account you want to pull in to Checking or Cash. That should allow the account to be seen in the Cash Flow report.