Hi @Buck Tsai,
I'm here to take care of your query about your online bank's connection to QuickBooks Online (QBO).
I've checked the link you provided, and it doesn't appear to be available at this time. What I can suggest is for you to upload your bank transactions into QBO. You'll have to go to your online bank's web page and download the bank transactions from there.
Additional details can be found in this article: Manually upload transactions into QuickBooks Online. This is divided into 7 sets of steps, from picking a date range, up to reconciling the transactions.
In case you encounter any issues during this process, see this article: Fix bank upload errors in QuickBooks Online. A list of errors is listed in this article, along with their respective steps to resolve them.
Feel free to place a comment below if you have other concerns. I'll be sure to get back to you.
Quickbooks - uploading manual transactions is UNACCEPTABLE. It's the sole reason we use your package for my FIVE plus companies.
Nedbank changed their sign in process like all major banks do from time to time. They are one the the biggest FOUR banks in South Africa. They also operate internationally.
You need to get your technical team to FIX THIS immediately as this will be affecting thousands of YOUR clients in South Africa banking with Nedbank!
Hi there, JackT and Buck Tsai.
I can see how manually uploading transactions can add to your daily works with QuickBooks. However, this is the only workaround you can perform so you're able to sync your bak entries in your QuickBooks
Online account if you're unable to connect your financial institution directly.
I know how eager you are to connect right away the Nedbank into QuickBooks. Rest assured, our banking team is working hard to have this bank available in the system since QuickBooks depends on the financial institution if they integrate with Online Banking in QuickBooks Online.
I'd also recommend contacting our QuickBooks Support Team. They have the tools to investigate and then, request for any updates on the Nedbank.
Please check this article to see some troubleshooting steps if you don’t see your recently downloaded bank transactions in QuickBooks: What to do if you see a bank error or bank transactions won’t download. This also provides details on how you can fix different banking errors.
Let me know if you have other concerns related to QuickBooks. I'm always here to help.
I would also like to know what the fix would be for Nedbank Business banking connection. I have a 4000 profile which doesn't seem to be taken into account. It looks like only 300 profiles are accommodated. Please revert to us on a fix for this.
Welcome to the Community, @user70999.
Let me provide some clarification about connecting a bank account in QuickBooks Online.
When you say profile, are you referring to the bank transactions downloaded in the system? If yes, please know that the date range for the imported bank data will depend on your financial institution.
Some banks download the last 90 days of transactions, and others go back as far as 24 months only. For the rest of the profile, you'll need to import them manually via WebConnect.
Additionally, here are some helpful references that you can check out about using the online banking feature, as well as importing bank data manually in QuickBooks:
Please know that the Community has your back if you need assistance. It’s a place for you to connect with experts and peers. Feel free to post a question, get answers, share tips, ideas, and more.
When I say profile, I am specifically referring to Nedbank accounts. Nedbank assigns a profile number instead of just an account number. So you would have multiple accounts under your profile. Profile numbers starting with 4000 is eligible for business banking only. Profile numbers starting with 300 has online banking. I can't seem to access the business banking online with QB, and the sign in page has changed as the previous user mentioned, now no one seems to be able to access it from QBO?
Hi there, user70999.
Thank you for coming back and providing additional information on what are you referring to. Yes, there are users who are unable to access their business banking online with QuickBooks or can't sign in to the bank website.
Since Nedbank has changed their sign-in process or bank URL, I suggest contacting our QuickBooks Support Team. They can request to update the new sign-in process. Please click the link I provided above on how to contact them.
Please check this article on how you can fix different banking errors: What to do if you see a bank error or bank transactions won’t download.
You can also refer to this article on how to match and review your bank and credit card entries to avoid duplicate transactions: Categorise and match online bank transactions in QuickBooks Online.
Please know that you're always welcome to post if you have any other concerns. Wishing you and your business continued success.
Hi there, has the QB support team sorted the above mentioned problems out?
My bank also cannot sync as Nedbank has changed their online sign in method.
Please advise asap as we need it to work asap!
No, they just seem to recycle the same "how to" cut and paste steps which don't fix anything. It's ridiculous. The sole reason I signed up with QBO is to save time so that I don't have to manually upload statements. If anyone finds a fix please let me know.