Thank you for contacting us about getting past through the link your accounts set up, info-onthegorvre.
I want to make sure you're able to manage your bank accounts in QuickBooks. With that being said, I'd like to ask for a screenshot of the page where you see the setup checklist for your checking account.
Simply click the Reply button below and attach the screenshot. I'll keep this post while waiting for your response.
If you need articles to get started with your company file, you can refer to this link: Getting Started Checklist.
I'll keep this post while waiting for your response. Thank you and take care always!
Thank you for your response. I have added the screenshot here. I don't know why they need me to link another business account? I only have the one, and it's the quickbooks checking.
Thank you for getting back to us. As an insight, QuickBooks is designed to track a business's income and expenses. See this article to learn more about connecting bank and credit card accounts to QuickBooks Online. Though, each bank account is linked to its own online banking server and transactions are downloaded separately into QuickBooks. Transactions in each account clear and post to one or more components within the application no matter how many bank accounts are within QuickBooks.
Also, you can reaching out to our Customer Care Team. They have the necessary tools to check on your bank feed set up and work with our banking team to get this concern straighten out for you. Please refer to this link to contact support: QuickBooks Online Support.
You've got me here if you need additional assistance with this concern. I'll be around to help you out. Have a nice day!
I ran into this today, you have to click on the Accountant's View and it will let you out. Very annoying. I had a client whose free trial expired and I got stuck in their company file. I had to clear my cache before I could get into my other accounts.