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Payments
Let me add some information about Elan Financial Credit Card, Seed.
We received a report about Elan Financial Service missing accounts in the connection window. Our engineers are working to fix this as soon as possible. While the connection is unavailable, you'll want to manually upload transactions into QuickBooks Online (QBO). Go to Step 4, then follow the process for the accounts not connected to online banking. Please know that once the option to connect is possible, this process will cause duplicates. Ensure to know the oldest existing transaction currently in the account so this will be your basis in identifying transactions whenever you encounter duplicate transactions.
In the meantime, I recommend reaching out to our support team so they can add you to the list of the affected users. This way, you'll receive an update once the issue is fixed. To do so, follow the steps provided below:
- Access the Help icon and select Search.
- Click the Contact Us button and enter your concern.
- Press Continue.
Additionally, QuickBooks downloads the latest transactions automatically once you're able to connect to your bank. This suggests categories based on how you categorized similar transactions before. I've added this article so you can take a look at the detailed process: Categorize Online Bank Transactions In QuickBooks Online.
If there's anything else that you need help with connecting your bank, let us know so we can get back to you. We're here to make sure everything is taken care of.