Question

New accounts not linking

Forum|Forum|2 years ago
January 12, 2024
2 replies
0 views

Hello. I had my credit cards hacked and had to get new accounts. about a week ago, I linked the new accounts to quickbooks. They are still not showing up under bank transactions. These accounts were established back in October, so there are transactions to report. When I try to re-link them through my bank, it shows that they have already been linked. What do I do to make them show up in my Bank Transactions?

Thanks,

Pete

QuickBooks Online

Bryan_M

It's good to see you here, Peter.

Let me help you fix the connection of your bank to QBO so the accounts will show in the Bank Transactions.

Before anything else, I'd like to know what specific financial institution you're utilizing. Also, if there's any complete error code shown when you try accessing your bank transaction in QBO, so we can further help you.

In the meantime. let's manually update your bank connection. Here's how:

Go to Transactions.
Select Bank transactions.
Pick the Tile where the name of your bank is located.
Then, click the Update icon in the upper right corner. Beside the Explore tab.

If the transactions still don't show, click the Tile of your bank. Then, tap the Pencil icon, select Edit sign-in info, and update your info as needed.

For more banking troubleshooting steps, check out this article: What to do if you get a bank error or can't download transactions in QuickBooks Online.

You might want to automatically categorize your bank transactions by using bank rules. Feel free to read this article: Set up bank rules to categorize online banking transactions in QuickBooks Online.

If you have additional questions about managing your bank transactions, click the reply button. I'll be willing to lend a hand. Keep safe and have a good one.

P

Peter BishopAuthor

Hi Brian,

The tiles are still showing the old credit cards that were canceled. It is not showing the new accounts I tried to link. When I go back into the link system and try to re-link the new accounts, it says I am already sharing those accounts. However, the tiles do not appear under Bank Transactions.

K

KarynM33

Hi Peter,

I was having the same issue, updated my accounts, disconnected/reconnected by bank etc., This was the only thing that worked.

On your Transactions page, go to Link account -> Manage Connections.

Next to your bank name, the three little dots -> Edit sign in info.

Re-type your bank info and save. That's it.

I hope it works for you!

F

felderconsulting

I have the same issue. I tried to link my Chase Credit Card and my Chase Auto Loan. I wasn't able to complete the transaction. When i tried it again I get the message that the 2 accounts are connected but they don't have a tile or show up in Manage Connections.

S

ShangY

Glad to see you here in the thread, @felderconsulting.

We have ways for the bank account tile to show up. Let's go to the Bank transactions page and click the Main Bank dropdown. After that, select Show Account Cards. See screenshot below for reference:

If the tile still doesn't appear after following the steps, it's possibly the browser causing the issue. To troubleshoot, open your account in an incognito window and clear your cache. If that doesn't work, you can also use a different browser.

Google Chrome: press Ctrl + Shift + N
Mozilla Firefox: press Ctrl + Shift + P
Microsoft Edge: press Ctrl + Shift + N
Safari: press Command + Shift +N

Once you've completed the download of your bank transactions, I recommend you check this article to guide you on how to correctly categorize your transactions. This will help you to keep track of your expenses and budget more accurately: Categorize online bank transactions in QuickBooks Online.

If you have further questions or concerns, just let me know. I'm always here to help. Have a good day.

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