QuickBooks HelpQuickBooksHelpIntuit

Maybank | Updated Support for QuickBooks Online Bank Connection

by Intuit• Updated a day ago

Unfortunately, Maybank is no longer a supported bank account or credit card for QuickBooks Online bank connections. Transactions can still be imported via our manual CSV upload process, but this financial institution is not available for automatic Bank Feed downloads. Intuit is investigating supporting these credit cards again in the future and will update users if this becomes available.

In the meantime, it is advised to (1) disconnect your Maybank bank feed from QuickBooks Online to clear the error message, then (2) use our manual CSV upload process to bring in your new transactions.

Select the steps below for a detailed breakdown of this process.

Before you start

Before you disconnect it, make sure that you've categorised all of your outstanding bank transactions within your QuickBooks Online account.

  1. Follow this link to complete the steps in product Open this link in a new window
  2. Select the tile for the bank account.
  3. Select the pencil Image of the edit icon. icon, then select Edit account info.
  4. Select the Disconnect this account on save checkbox.
    Note: If QuickBooks is downloading new transactions, you won't see this option. Wait a few minutes for the update to finish and try again.
  5. Select Save and Close.

To avoid entering duplicates, you need to know the date of the oldest existing transaction currently in the account:

  1. Go to Settings Settings gear icon.. Then, select Chart of accounts (Take me there).
  2. Find the account you want to upload the transactions into. Then, select Account history.
  3. Find the oldest transaction, then write down the date. Note: Usually, the oldest transaction is the opening balance.

To get transactions from your bank, you need to download CSV files of your transactions.

  1. Sign in to your bank or credit card's website.
  2. Follow the instructions on how to download CSV files of your transactions to your computer. Every financial institution has different steps.
  3. Make sure the date range for the download begins at least one day before your oldest transaction.
  4. Download your transactions. Save the file somewhere you can easily find it, like your computer's desktop.

Review the file you download from your bank and make sure it's in the correct format before you upload it. A few things to check to prevent errors are:

  • Make sure the file size is less than 350 KB. You can shorten the date range and download transactions in smaller batches if the file size is too big.
  • Remove any zeroes (0) from the file and leave those cells blank.
  • Fix any transactions that show numbers in the Description column.
  • Remove the word “amount” from the Credit or Debit column header. They should only say “Credit” and “Debit”.

For more information, read our article on formatting CSV files in Excel to get bank transactions into QuickBooks.

  1. Follow this link to complete the steps in product Open this link in a new window
  2. Select the Link account â–Ľ dropdown, then select Upload from file.
    Note: If your account isn't connected yet to online banking, select Upload transactions.
  3. Select Drag and drop or select files, then upload the file you downloaded from your bank. Then select Continue.
  4. In the QuickBooks account dropdown, select the account relating to the one you disconnected earlier. Then select Continue.
  5. Follow the onscreen steps to match the columns on the file with the correct fields in QuickBooks. Then select Continue.
  6. Select the transactions you would like to import. Then select Continue.
  7. Select Yes.
  8. When you've accepted your transactions, select Done.

If you see an error message, don't worry. Here's how to fix errors while manually uploading your transactions.

QuickBooks LedgerQuickBooks Online EssentialsQuickBooks Online PlusQuickBooks Online Simple Start