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Level 1

My bank account is through Counting Up, quick books doesn’t recognise them? How do sync that account

 
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QuickBooks Team

My bank account is through Counting Up, quick books doesn’t recognise them? How do sync that account

I can help you with adding your bank transactions, @Ian Milton.

 

You can connect your bank and credit card accounts from the Banking menu. Once connected, it'll automatically download your transactions. Since you've mentioned that this isn't supported or recognized yet, then I suggest  sending a request to support your bank. 

 

You can find that on the Connect an account page when trying to add a bank account. You'll receive that prompt when we can’t find the bank in our list of supported banks. Check the screenshots below: 

 

On the next page, provide the bank information. Click on Request once you're done. 

You can check this article for more information on how to find your bank or credit card account when you connect to online banking.

 

To add your transactions, you’ll have to upload them manually. To do it, you’ll have to manually download the transactions from the bank. Then, make sure to use the supported file format for QBO. Lastly, upload the file to your account.

 

Download the bank transactions:

  1. Go to your online banking account to get your file.
  2. Check or follow your bank’s instructions to get a copy of the data and then save on your computer.
  3. Ensure that the data range is at least one day before your oldest transaction to avoid duplicates.
  4. Please take note of the supported file format and size. It should be either a Comma-Separated Values (CSV) or a QuickBooks Online (QBO) file. With a maximum file size of 350 KB.
  5. Download your transactions and save the file to your desktop.

To upload the file to your QuickBooks account:

  1. Go to the Banking menu and select the bank where you’re uploading the transactions from the Banking tab.
  2. Click the Update drop-down and select File upload.
  3. On the window that appears, tap the Browse button and choose the file that you’ll be downloading.
  4. Click on Open, then Next.
  5. Follow the onscreen instructions. Match the columns on the file with the banking fields in QuickBooks, then select Next.
  6. Click on Let's go. QuickBooks will now add the transactions to your account.

Check this article for more information: Manually upload transactions into QuickBooks Online. From here, you can now categorize  and then reconcile the transactions.

 

Let me know if there’s anything else that I can assist about your bank transactions by leaving a comment below. I’m always here to assist. Have a wonderful day!

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Level 1

My bank account is through Counting Up, quick books doesn’t recognise them? How do sync that account

How long will it take for you to recognise the bank account? Ive submitted the request twice now and you've not got back to me? 

 

I may have to leave quick books if you cannot help with this matter.

 

Ian Milton.

Highlighted
QuickBooks Team

My bank account is through Counting Up, quick books doesn’t recognise them? How do sync that account

Hi there, Ian Milton. 

 

Thank you for stopping by the Community, If you've already submitted the request for your bank to be recognized by our QuickBooks products. Then you're best bet would be to keep an eye on our blog, there you will find updates and changes made to the product in real time. With requests coming in regularly we can't give an exact time frame on when your bank will be recognized as it depends on the volume of requests. However, like previously mentioned by my colleague above, you can manually enter your banking transactions in the meantime. 

 

If there's anything else I can help with, feel free to post here anytime. Thank you and have a nice day

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