Connecting A Bank | Post Your Question Below

I can share some information on how you can bring your bank transactions in QuickBooks Online (QBO), Martin. 

When connecting your bank account to QuickBooks Online (QBO). QBO will automatically download the last 90 days of transactions. You can use Web Connect files to import older ones into the program. 

To do this, get the bank data from your bank using the supported file types, download it to Excel, and ensure it's in the correct format before uploading it.

Here's how to upload bank transactions: 

1. Go to the Banking menu, and then choose Upload transactions.
2. Select Browse and pick the file you downloaded from your bank, then tap Next
3. From the QuickBooks account ▼ drop-down menu, choose the account you want to upload the transactions,  then click Next.
4. Follow the onscreen instructions. Match the columns on the file with the banking fields in QuickBooks, then tap Next.
5. Hit Let's Go when you're ready.

Moreover, I'll be sharing the following resources to help manage your bank transactions in QBO: 

• Manually upload transactions into QuickBooks Online
• Match and categorize.

Should you require additional support with adding bank transactions in QBO, please don't hesitate to get in touch. I'm here to help you.

It's not necessary to link just one bank account,madal.

First, I'd like to know the name of your financial institution. This way, I can check if there are reported issues. 

To rule this out, we can log in to your bank's website to check if everything is working on their end. Look for any messages, notifications, or alerts. These should tell you if something isn't working. 

If everything looks good, we can perform basic troubleshooting steps. You could be experiencing browser-related issues. To resolve this, open your account in a private or incognito window. You may refer to these keyboard shortcuts:

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

You can also use a different supported browser, as there could be a temporary issue with QBO or the browser you're currently using.

I'm adding these resources to learn how to speed up categorization and reconciliation processes: 

• Set up bank rules to categorise online banking transactions in QuickBooks Online.
• Reconcile an account in QuickBooks Online.

Feel free to swing by the Community again should you have other banking concerns. I'll be more than willing to help. Stay safe.

Thanks for dropping in on this thread, A Khan

We don't have any current reports of issues with SOLDO bank in QuickBooks Online.

If you haven't already, please try a full disconnect and reconnect of the account in QB. Before you disconnect, double-check the date of the last downloaded bank transaction, to prevent downloading the same transaction twice when re-connecting. 

To disconnect, go to the Bank transactions tab and select the pencil icon above the bank balance. Select Edit account info, then tick Disconnect this account on save and Save.

Select Link account on the landing page to connect your bank feed. During the connection flow, you can select which accounts they will link to in QuickBooks.

If you need any further support following these steps, please get back in touch below. 

Thank you for joining this thread, Maddison. I'd be glad to assist you in reconnecting your bank account in the Community.

To begin with, here's how to reconnect your bank account: 

1. Remember the date of the last transaction. This will help avoid duplicate transactions when reconnecting the account, and QuickBooks asks for the starting point to bring transactions back in.
2. Go to Settings ⚙ and select Bank accounts.
3. Select Connect another account.
4. In the search box, enter the name of the bank and account type. 
5. Follow the onscreen instructions to connect your account. Once you're reconnected, QuickBooks will automatically download your recent bank transactions.

To have further reference on how to do it, please check out this article: Reconnect your bank account in QuickBooks Self-Employed.

Additionally, if the issue still occurs, I suggest we perform basic troubleshooting by accessing your account using a private browser window, for this ignores cookies and doesn't save browsing history. 

These are the keyboard shortcuts:

• Mozilla Firefox: CTRL + Shift + P
• Microsoft Edge: CTRL + Shift + N
• Google Chrome: CTRL + Shift + N
• Safari: Command + Shift + N

If this works, it means that you need to clear the browser's cache so the system can start fresh.

Furthermore, if you are experiencing a different problem or have a specific error received, please let me know. This way, I can give you the appropriate and accurate resolution. Any additional information will be highly appreciated. 

I've also added articles about reconciling accounts, fixing banking errors, and other related topics. 

• Open Banking connection errors
• Reconcile transactions that are older than your opening balance in QuickBooks Online

Moreover, you can check out this article to help you learn how to manually group transactions: Manually import transactions into QuickBooks Self-Employed.

I'll be around if you have an update or need further assistance reconnecting your bank account. Keep safe. 

You can connect your Chase Bank to QuickBooks Online even without the Social Security Number, Claire. SSN is only for the US. Allow me to walk you through the steps.

To connect with your Chase bank account, you must use a computer browser to log into QuickBooks. This condition is only compulsory during the initial setup phase. After successfully establishing the connection, you can utilize a mobile application to manage and access your financial information.

Here are the steps:

1. Login to QuickBooks on a computer
2. Select Transactions.
3. Choose the Bank Transactions tab.
4. Click Connect account. If you have already connected an account, select Link account to add a new one.
5. Pick your ‘Chase (UK) - Desktop Only’ and choose Let’s Go. 
6. Read through the terms and conditions, then select Agree. 
7. Scan the QR code on your mobile device. You will then be directed to the Chase app to complete the authorisation flow. You will be redirected back to QuickBooks to complete the connection.
8. Choose the account you want to share with QuickBooks, such as savings, current or credit card.

For detailed information, refer to this article: Connecting Chase Bank to QuickBooks Online.

I'm adding this article you can use in the future: Categorise and Match Online Bank Transactions in QuickBooks Online.

Should you have follow-up questions or concerns about connecting your bank account to QBO, I will be around. Don't hesitate to reply. Take care and have a good one!

I appreciate you sharing your idea to handle bank rules in QuickBooks Online (QBO), elui.

Yes, you're right. Turning off the Auto-add feature in QBO will prevent the system from automatically adding and matching your bank entries. 

Here's how:

1. Go to Transactions and then select the Rules tab.
2. Find the rule that you want to turn off the Auto-add feature, then click on the Edit link below the Actions column.
3. On the Edit rule window, scroll down and click the button under the Automatically confirm transactions this rule applies to option.
4. Hit Save.

Once turned off, go to the For review tab to view which bank rule applies to the downloaded transactions. There, you can add the specific customer to the entry. For the detailed instructions, follow these steps:

1. From Transactions, select the Bank transactions tab.
2. Go to the For review tab. 
3. Choose the All transactions drop-down menu. 
4. Select Recognised. 
5. Review and edit the entry.
6. Once everything looks good, hit Add to move the transaction directly into an account in QuickBooks.

For more details about how this feature works, please see this article: Set up bank rules to categorise online banking transactions.

Once you categorised your transactions, you can start reconciling your account to ensure the data matches your bank statement.

I'm happy to help again if you have more questions about managing your bank rules. Would you like to learn more about other banking processes in QuickBooks? I'm with you every step of the way.