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H
HM-Bookkeeper-UK
January 9, 2023
Solved

Account disappeared from Banking Section - Reconnecting a previously disconnected account.

  • January 9, 2023
  • 1 reply
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It was suggested that our PayPal Account should be disconnected from Bank Feeds on Quickbooks Online, due to Quickbooks not being able to convert the multi currency transactions. The transactions would then be imported by CSV file instead. I currently import NatWest Transactions using an OFX file.

When the account was disconnected, it disappeared from the Banking Page, so I am unsure what to do next. How do I get this account back on to the Banking Page and can the account be added to the Banking Page without it being linked to Bank Feeds?

 

Many thanks. 

 

Best answer by GeorgiaC

Good Morning,

 

Thank you for your reply. 

 

No problem, so disconnecting this on the Chart of Accounts will remove the account from the Banking Page until the CSV file is imported. This seems to be the case when I followed the instructions above you gave. 

Is there a reason why our NatWest account, which we do the same, remains on the Banking Page? I suspect it is because it was previously linked but authorisation for bank feeds has expired. 

 


Hi HM-Bookkeeper-UK, the account will show on the banking page if this was previously authorised but not disconnected, or if this is not connected but contains transactions in the for-review from a CSV upload. Was the Natwest account fully disconnected? 

1 reply

L
LeizylM
January 10, 2023

Hi there, HM-Bookkeeper-UK. 

 

I want to ensure your issue with connecting your bank account to QuickBooks Online (QBO) is taken care of.

 

You can add your bank account even without connecting it to the online banking feature in QuickBooks Online (QBO). You can follow the steps below on how to manually upload transactions: 

 

  1. Prepare your Excel CSV file.
  2. Sign in to QuickBooks, then click on Banking or Transactions at the left pane.
  3. Go to the Banking page.
  4. Tap on Upload transactions.
  5. Select Browse and then select the file you downloaded from your bank. Then select Next.
  6. In the QuickBooks account dropdown, pick the account you want to upload the transactions into. Then hit Next.
  7. Follow the onscreen steps to match the columns on the file with the correct fields in QuickBooks. Then select Next.
  8. Select the transactions you would like to import. Then select Next.
  9. Select Yes, then Let's go.

 

For more information about uploading your bank accounts in QuickBooks, you can check out and review this article: Manually upload transactions into QuickBooks Online. This also contains steps on how to categorize your bank transactions in QuickBooks.

 

Whenever you're ready to do balancing on your bank transactions, I recommend this article to guide you through the steps: Reconcile an account in QuickBooks Online. You can also refer to this article when fixing reconciliation.


Feel free to get back to us here if you have other questions about managing your bank accounts. I'm always here to help.

    H
    HM-Bookkeeper-UKAuthor
    January 10, 2023

    Hi LeizyIM,

     

    Many thanks for your reply. 

     

    The PayPal bank account is already set up in our Chart of Accounts, and has the transactions from mid December already there. Will importing the transactions from the 17th make the account reappear on the Banking Page? 

    I import transactions manually for our NatWest Account, but this account doesn't disappear from the Banking Page when it has been reconciled. Will this be the same for the PayPal once I have imported these transactions? 

    Many thanks. 

    P
    payment after leaving
    January 10, 2023

    Hi HM-Bookkeeper-UK If you upload a CSV file from the banking page and connect it to an existing chart of accounts the account/bank heading should appear on the banking page as well as the transactions that were imported that should show on the for review page, the same as an actual connection. 

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