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April 7, 2021
Question

I can’t link my mettle account from my phone?

  • April 7, 2021
  • 1 reply
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1 reply

MJoy_D
April 7, 2021

I can help you with adding your mettle account to your QuickBooks Online (QBO), @info-daviesstone.

 

Can you tell me more about the error you've encountered? That'll help us get the best resolution for the error you're having.

 

You can log in to your account on the web and try adding the account from there. Here's our login page: https://qbo.intuit.com/.

 

In the meantime, you can manually download the transactions from the bank and then upload the file to your account using a web browser. 

 

Download bank transactions:

  1. Go to your online banking account to get your file.
  2. Check or follow your bank’s instructions to get a copy of the data and then save it on your computer.
  3. Ensure that the data range is at least one day before your oldest transaction to avoid duplicates.
  4. Please take note of the supported file format and size. It should be either a Comma-Separated Values (CSV) or a QuickBooks Online (QBO) file. 
  5. Download your transactions and save the file to your desktop. 

 

To upload the file to your QuickBooks account: 

 

  1. Go to the Banking menu and select the bank where you’re uploading the transactions from the Banking tab.
  2. Click the Lin account drop-down and select Upload from file
  3. On the window that appears, click the Browse button and choose the file that you’ll be downloading. 
  4. Click on Open, then Next.
  5. Follow the onscreen instructions. Match the columns on the file with the banking fields in QuickBooks, then select Next.
  6. Click on Let's go. QuickBooks will now add the transactions to your account.

 

Check this article for more information: Manually upload transactions into QuickBooks Online. From here, you can now categorise and then reconcile the transactions.

 

Let me know if there’s anything else that I can assist with about your bank account by leaving a comment below. I’m always here to assist. Have a wonderful day!