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cvandermerwe
Level 1

My business bank account does not want to pull through to Quickbooks. States FNB under maintenance until 15 November.

 
1 Comment 1
JamesAndrewM
QuickBooks Team

My business bank account does not want to pull through to Quickbooks. States FNB under maintenance until 15 November.

Thanks for joining the QuickBooks Community. I'm more than happy to share some information and guidelines to help you pull through your bank account in QuickBooks Online (QBO). 

 

I understand that your state's FNB is currently undergoing maintenance. Due to this, it is not currently possible to transfer the information to your QuickBooks Online account. You will have to wait until the maintenance is complete to restore the connection.

 

In the meantime, you can request CSV files from FNB and manually import them to your QBO Account. Here is how you do it:

 

  1. Go to Transactions, then click Bank Transactions.
  2. Select the blue tile for the account you want to upload the transactions into.
  3. Choose the Link account ▼ dropdown and then Upload from the file.
  4. Select Drag and Drop or select Files and then select the file you downloaded from your bank. Then click Continue.
  5. In the QuickBooks account ▼ dropdown, select the account you want to upload the transactions into. Then pick Continue.
  6. Follow the onscreen steps to match the columns on the file with the correct fields in QuickBooks. Then choose Continue.
  7. Select the transactions you would like to import. Then select Continue.
  8. Click Yes. And when you've accepted your transactions, pick Done.

 

For detailed information, refer to this article: Manually upload transactions into QuickBooks Online.

 

Once the maintenance is complete, you may proceed with reconnecting your bank account. Also, your bank may re-download transactions that you have already manually added. In such cases, ensure that you exclude the duplicates when categorizing.

 

You can visit these articles you can use in the future to help you manage your transaction flawlessly:

 

 

Feel free to post here again if you have further concerns about managing your transaction. We are available 24/7 to lend a hand with each of your queries. Stay safe!