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misha2811
Level 1

I have repeatedly tried to connect my 5 bofa accounts to my quickbooks account and only 3 show up on the window when I go through the process. please help

 
1 Comment
KlentB
QuickBooks Team

I have repeatedly tried to connect my 5 bofa accounts to my quickbooks account and only 3 show up on the window when I go through the process. please help

I've conducted a thorough research here and found out that we have an open investigation about this issue, misha2811.

 

Our software engineers are prioritizing and doing their best to get this fixed. For now, I encourage you to give us a short call. This way, we'll be able to directly add your contact details to our notification list. Please have our technical support link your case number to INV-43794. We'll be sending you updates via email once we get this sorted out and I'll also keep this thread on track.

 

Here's how to connect with us:  

  1. Click the Help icon.
  2. Select Contact Us.
  3. Enter "Bank of America missing accounts" in the description.
  4. Hit the Let's talk button.
  5. Select Start a chat.

Please check out our support hours below and contact us at a time convenient to you:

  • 6:00 AM-6:00 PM Monday-Friday
  • 6:00 AM-3:00 PM Saturday

In the meantime, we can manually upload your bank transactions to your QuickBooks account. We can start by signing in to your bank's website and follow the instructions on how to download them. You can either save them as Comma-Separated Values (CSV)QuickBooks Online (QBO), or Quicken (QFX) format.
 

Here's how to upload the file:

  1. elect Banking from the sidebar menu.
  2. Choose the Banking tab.
  3. Click the Upload transactions button.
  4. Hit Browse, then locate the file you downloaded from your bank.
  5. Select the account you want to upload the transactions into from the QuickBooks account ▼ drop-down menu, then click Next
  6. Follow the on-screen instructions, then select Next.
  7. When you’re ready, hit Let's go.

After uploading it, let's go back to the Banking menu to match and categorize your bank transactions. Then, we can now start reconciling them.

 

If I can be of any additional assistance, don't think twice to reach out to me again. Stay safe and healthy.

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