No Direct Connect

I understand the importance of having this feature to direct connect to QuickBooks Online, @KS1966. I'll share some insights about this topic.

I know this function is relevant to your business task, and I know you want a discount in exchange for not having this feature since our software does not support a direct connection to Bank of America.

Moreover, QuickBooks Online discounts are offered occasionally, during special occasions, only for a brief period.

Alternatively, to further assist you in managing your transactions, you'll want to submit a request for QBO to include your bank. See this page for your reference, and refer to step #3: Find your bank or credit card account when you connect to online banking.

I'm only one post away if you need anything else. We want to make sure you can do your tasks with ease. If you need help with reconciling process, let me know in the comment section. 

I'm confused.  If my bank does not offer direct connect with QBO then how is me submitting a request to include my bank help?

Thanks for the prompt reply, @KS1966.

QuickBooks Online offers online banking, and your bank will decide if they allow secondary or delegated users to establish app connections. That said, if your bank is not connected or not supported that is the reason you need to submit a request. 

In case you run into any restrictions when connecting your bank make sure the primary user set up the connection. For more information, see this article: Who can set up online banking?

For now, I suggest uploading your bank transactions manually in your QuickBooks Online (QBO). First off, you must download the transactions from your bank's website in a file that QBO supports, like a CSV file. 

Once done, follow these steps to upload the file:

1. On the left panel, click Banking.
2. Click the drop-down arrow next to Update.
3. Choose File Upload.
4. Select the file, and click Browse.
5. Click Next.
6. Select the QuickBooks account, and click Next.
7. Map the columns, and click Next.
8. Select the transactions to import. and click Next.
9. Click Let's go!.

Here's an article you can read for more details: Manually upload transactions into QuickBooks Online.

Also, I'll be sharing these references that will guide you in matching your bank transactions:

• Assign, categorize, edit, and add your downloaded banking transactions.
• Set up bank rules to categorize online banking transactions in QuickBooks Online

If you have any follow-up questions, let me know by commenting below. I'm always here to help. Take good care.

You all in this community really don't read before replying.  This gets old.  

I'm sharing your feedback with my colleagues, KS1966. Let me answer your question real quick.

Intuit doesn't offer a discount to clients who cannot use certain features, such as online banking. Additionally, banks decide if they want to provide feeds to QuickBooks. You can use the manual upload option so you can manage your transactions on the Banking page.

You can find more references for QBO by clicking the Topics menu above and choosing View all help.

Feel free to tag my name if you want direct answers the next time you post in the Community. Have a good one!

Thanks for reading before responding and addressing the issue, (I wish there were more like you in this community).  I appreciate it.  Thanks and have a great day.  I will try to remember you so I can get direct answer going forward on any other issue I might encounter.  

Will QBO PLEASE share this information with their support team?  I cannot count all the wasted hours, case numbers and investigation numbers have been spent on this issue.  I mean, I know it has to be close to 30 hours since September of 2022.  It is WRONG to not share this with customers and support.  It's not only WRONG, it's cruel.  We are real live people with lives on the other end of this screen.  Please have some decency and respect toward your customer.  Do the right thing.

Jess,  My co-workers have seen my struggle and when I informed them today that BOA no longer does direct connect, one of them sent me this snapshot.  Why is this false advertising between BOA and QBO allowed to happen?