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A
arjavparikh
December 18, 2022
Question

bank feeds

  • December 18, 2022
  • 1 reply
  • 0 views

I created a new company in QuickBooks Desktop Pro Plus 2023 by using a file from the accountant.  The file had all transactions until end of last year (2021).

 

I went to my participating bank and downloaded all transactions for this year (2022) until today in the qb format and imported to the company file in QB.  While doing it, I linked bank accounts to existing accounts in the company file and all went well.

 

Now I am trying to setup online banking feed to automatically download/match all transactions moving forward.  I am able to connect to the bank and when I get to "Link" step, it shows my bank accounts on the left, and on the right hand side, it shows quickbook accounts.  The dropdown for quickbooks accounts doesn't show my existing bank accounts in the company file.

 

What should I do?

Thank you in advance for your help.

Best Regards,

Arjav Parikh

1 reply

C
Carneil_C
December 18, 2022

Hello there, @arjavparikh.

 

I appreciate you for posting and laying out the details of your concern. I'm here to address your query about your account not existing in QuickBooks Desktop.

 

We can set up an account using the Direct Connect or Web Connect method. But before doing so, please ensure to reach out to your bank and verify what way is available in connecting to QBDT.

 

If your bank offers Direct Connect, a PIN or password from your bank is needed to use this. Then, download your electronic statements to your Bank Feeds.

 

Otherwise, if the bank offers Web Connect, download a file (.QBO) with your company's transactions from your bank or credit card and import that file to add those transactions to your accounts. I'll show you how:

 

  1. From Banking, select Bank Feeds, then Import Web Connect Files.
  2. Choose the .QBO file you saved, then tick Open.
  3. Select your bank account.
  4. Click Continue. You'll see a dialog box telling you that the data has been successfully read into QuickBooks. Select OK.
  5. Go to the Bank Feeds Centre to review your transactions.

 

For more details about setting up a bank account, please see this article: Set up or edit bank accounts for Bank Feeds in QuickBooks Desktop.

 

Once everything is in place, you can utilize this article for reference in downloading and organising your bank transactions seamlessly: Download bank feed transactions in QuickBooks Desktop.

 

I’m always ready to assist you if you have any other questions or concerns about managing your accounts. Tag me in your reply, and I’ll sprint back into action. Have a good one, and keep safe.

A
arjavparikhAuthor
December 18, 2022

@Carneil_C 

My bad for probably not explaining clearly

 

1) My bank offers QB connectivity, so all transactions were downloaded and imported successfully in QB desktop.

 

2) After that, I wanted to setup direct bank feed so I can download transactions with one click.

 

3) I am able to successfullly connect (using MFA etc) and when I am downloading 3 of my bank accounts, it shows 3 accounts on the left from the bank and to the right it asks me to link QB accounts with dropdown.  This dropdown doesn't show existing accounts

Happy to do screenshare or whatever else is needed to troubleshoot.

Thank you,
Arjav Parikh

A
AileneA
December 19, 2022

Let's work together and get to the bottom of this, arjavparikh.

 

Thank you for following up on this issue. I'd be glad to lend a hand and provide info about the dropdown that doesn't show existing accounts. 

 

Most of the time, unusual behavior caused by data integrity issues. I recommend running the Verify Rebuild tool to isolate the issue. This process scans your file for any errors and resolves them right away. I show you how.

 

  1. Go to the Window menu in your QuickBooks Desktop (QBDT), and select Close All.
  2. Then, go to the File menu.
  3. Select Utilities.
  4. Click Verify Data.
  5. Go back to the File menu.
  6. Choice Utilities.
  7. Press Rebuild Data.

 

You can also check this link for more detailed steps: Verify and Rebuild Data in QuickBooks Desktop. 

 

If the issue persists, I suggest downloading the QuickBooks Tool Hub and running the Quick Fix my Program to fix this. You can refer to this link for the complete process: Repair your QuickBooks Desktop for Windows. 

 

When everything looks good, you can read through this article on how to swiftly match your accounts in QBDT: Reconcile an account in QuickBooks Desktop.

 

However, if the problem persists, I'd recommend reaching out to our Phone Support team. An agent will do a screen share with you to investigate this further. Here's how:

 

  1. Click the Help menu, and then select QuickBooks Desktop Help.
  2. Scroll down and click Contact Us.
  3. Type in a short description of your concern, then Continue.
  4. Select either Message an Agent or Get a callback from us.

I'm sure that an agent would be happy to assist you with any questions that you have. For more details about our support availability, refer to this article: Contact Support. 

 

Please keep me posted on how the steps work. I'll be right here if you have follow up questions.

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