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nbfc2018
Level 1

Unable to Connect All Accounts to Bank Feeds

One of my clients has five separate bank accounts with PNC. There are three checking accounts and two credit card accounts. They are all individual accounts (no sub-accounts). When we try to connect their accounts we can login to the PNC connection, but only 3 of the 5 accounts show up (2 checking, one card). I've contacted QBO Support; they were unable to solve the issue over the phone and opened an investigation, but I haven't heard from them in weeks.

Has anyone else run into this?

1 Comment 1
MadelynC
Moderator

Unable to Connect All Accounts to Bank Feeds

I’ve got some information for you, @nbfc2018.


There are several reasons why you’re unable to connect your bank accounts in QuickBooks Online. One of the most common situations are the following:

  • The bank has multiple names on our list
  • The bank doesn't connect to all types of accounts


You’ll want to make sure you have selected the correct listing or have tried all possible links. Search by the banking sign-in URL to ensure you're using the right one.


Here’s how:

 

  1. Go to the Banking menu or Transactions menu.
  2. Click Add account or Link account.
  3. Search "PNC." When it appears, select it from the list.
  4. Make sure you can access or view the account details and history through this site, then sign out.
  5. Go back and continue to add the accounts.


If the issue remains, you can download the transactions from the account website and manually upload them through Web Connect or import them from an Excel CSV file to QBO.


Give it a try, and let me know it goes. I’m always here to help ensure all these accounts will be connected. You can also contact our Technical Support again for a follow-up. Take care!

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