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G
graham-hogg
March 2, 2020
Question

Can you connect to a Standard Bank account that is on an alternative dashboard on the Standard bank App?

  • March 2, 2020
  • 1 reply
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1 reply

R
Rasa-LilaM
March 2, 2020

Welcome aboard to the Online Community, graham-hogg.


To ensure that we're on the same page, can you share with us more details about the alternative dashboard (Standard Bank). Any additional information or screenshots you can give me will help to ensure a timely solution.


While waiting for your reply, let me provide some information about connecting an account. Standard Bank account can be linked to QBO as long as it shows as one of the supported financial institutions.


To check, go to the Banking page to connect the bank. Here’s how:

 

  1. Tap the Banking menu to select Banking.
  2. Hit the Add account menu to open the Connect an account page.
  3. From there, key in Standard Bank in the search field.
  4. If it shows, click on it to access the Sign in to account window.
  5. Then, enter your email address and password.
  6. Make sure the information is similar to your bank login information.
  7. Click Continue to proceed.
  8. Follow the on-screen instructions to complete the process.

For additional resources, the following guide provides an overview of how to link a bank/credit card from the chart of accounts. It also contains a link on how to categorise transactions: Connect bank and credit card accounts


Stay in touch if you need some help while working in QBO. I’m more than happy to assist further. Have a great rest of the day.

G
graham-hoggAuthor
March 2, 2020

Hi

 

The Standard Bank Online platform allows you to have multiple dashboards connected to one login profile.

When I connect to the bank, everything is good and it opens fine, however the accounts listed to select are only from my default dashboard which is my personal banking accounts. My business accounts are on a second dashboard and there is no option to select the dashboard. The result is that the business account that I need to access is not available on a list to select.

Can you make the dashboard selection available with the Standard Bank Connection?

 

Many thanks

Graham

Angelyn_T
Angelyn_T
March 2, 2020

Thank you for joining the thread, @graham-hogg.

 

If you're referring to the bank accounts that are showing up under the Banking page, you can simply click on the arrow drop-down arrow beside the account to see the lists of your accounts and be able to select them successfully.

 

Or, that on the drop-down arrow beside Add Account to display all of your bank accounts from there.

 

If you wish to reorder the accounts,  tap on the Reorder accounts button, click on the pencil icon, then move the accounts under the Bank accounts window.

 

Let me know if you have any other banking questions and if you're referring to something else. I'm always happy to help. Wishing you a good one!

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