Hello there, Ian19.
I understand the importance of time in running a business. Let me help you by connecting you with our live support team to investigate this matter, as this requires collecting your personal information to review your account and find an adequate solution to the bank connection issue with your QuickBooks Online (QBO) account.
Here's how to reach them:
- Go to the Help button at the top right corner of your screen.
- Click the Contact Us tab.
- State a keyword or phrase according to the issue you're facing, then click on Continue.
- Choose how to contact our QBO live support team:
- Via a Callback, where they’ll save you a spot and call you back.
- Via Chat, start a chat with our support.
Know that our live support is available weekdays from 8 AM to 8 PM and weekends from 8 AM to 6 PM.
Furthermore, you can manually upload your bank transactions if you still can't connect your bank account to your QBO. You can follow the steps provided below in doing so.
- Go to Transactions, then choose Bank Transactions.
- Click the dropdown arrow ▼ beside the Link account tab, then select Upload from the file.
- Choose whether to Drag and Drop or select Files, then pick the file you downloaded from your bank. Then select Continue.
- Select which account to add transactions to by clicking the button in the QuickBooks Account ▼ dropdown, then click Continue.
- Follow the onscreen instructions to match the columns in your file to the correct fields on QuickBooks. Once done, tap Continue.
- Pick the transactions you want to import, then select Continue.
- Click on Yes.
- Once you've accepted the transactions, select Done.
You can read this article to gain more understanding of the step-by-step guidelines in manually uploading your bank transactions to your QBO account: Manually upload transactions into QuickBooks Online.
In addition, you can categorize transactions in your QBO account as soon as your transactions are ready to go. To organize your transactions, you may follow the guidelines set out in this article: Categorise transactions in QuickBooks Self-Employed.
Don't hesitate to return to this thread if you have further inquiries with your bank connections in QBO, I'll be here to answer them promptly. Have a great day ahead!
