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sales51
September 7, 2023
Question

Does anyone else prefer to reconcile their account manually? I see today that QB have removed the option to choose to connect accounts or not and is now automatic. Why?

  • September 7, 2023
  • 1 reply
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How secure is this option, allowing QB to gain access to your bank account? I can envisage all sorts of problems ie. log in errors - can anyone enlighten me with any benefit and how can I get past the "connect now/get started" page without agreeing to it?

1 reply

A
Ashleigh1
September 7, 2023

Hello Sales51, thanks for posting on the Community page, as far as im aware you don’t need to connect a live account,. You can still make one manually in your chart of accounts, when you upload the csv with the bank transactions, you will then be able to access the banking screen. What bank is this specifically? Is it the Co-operative bank or another bank?

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