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Accounting527
August 24, 2021
Question

Banking Module - Manage Connections - Your linked accounts

  • August 24, 2021
  • 1 reply
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I recently transferred from QuickBooks Desktop to QuickBooks Online.  When trying to connect my banking accounts, I have an option to "manage connections" within my banking module.  This shows me the list of my "connected" accounts. If the system is showing they are connected, why can't I see the activity when I go to the "Banking Module"? I can only see the list of my accounts when I click on the "manage connections" link. See attached screenshot of what my banking module looks like. 

 

I tried connecting my accounts by selecting connect account  in the banking module & by going into the chart of accounts and select my bank account then "connect", but says my account cannot be found.  Is this because the system thinks it's already connected, since they appear to be Linked accounts when I select the Manage Connections link? 

 

1 reply

Kristine Mae
Kristine Mae
August 24, 2021

I've checked our records and haven't seen any cases the same as yours, Accounting527. Let's get your banking concern resolved.

 

If these accounts are connected, you can view them on the Banking page. If you're unable to see them from there, let's try to click the arrow below the Update button. It lets you view the connected accounts. 

 

 

 

 

If you're still unable to see the accounts and you're unable to connect them, you may be experiencing some browser hiccups. We'll perform the basic steps to fix it. Let's start with logging into your account through a private browser. It's the best place to isolate web issues. These are the shortcut keys:

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

If you can see them or connect them using the private browsing session, go back to your regular browser and clear its cache to refresh the program.

 

Also, you can use a different browser to narrow down the issue.

 

Once it's all good, you can categorise and match online bank transactions in QuickBooks Online.

 

Feel free to get back to this thread if you need more help. We'll reply as soon as we can. Take care!

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