I appreciate you bringing this up, @llhess07. While the automatic connection isn’t working at the moment, no worries, you can manually download your transactions from your Discover Business account and easily import that file into QuickBooks Online.
Ensure that you follow QuickBooks’ CSV formatting guidelines to ensure the file imports smoothly. Once you have the CSV file ready, you can upload it directly into QBO. Here's how:
- Go to the Bank Transactions section and click the Link Account dropdown.
- Pick the option Upload from file.
- From the dropdown, select the bank account where you want to import the data. If you're new, you can choose +Add new.
- Next, click Upload from this device and locate the CSV file saved on your computer.
You can also check this article for more detailed steps in uploading transactions: Manually upload transactions into QuickBooks Online.
We understand how important seamless integration is for managing your business finances efficiently, and we appreciate your patience as we navigate these limitations together. Please feel free to contact us anytime with further questions or if you need additional support. We’re committed to helping you make the most of your QuickBooks experience.
