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May 2, 2020
Question

I would like to link my bank to QB. On the banking menu there are three tabs - banking, rules, receipts. Unfortunately the 'banking' tab has no info. What's happened..?

  • May 2, 2020
  • 1 reply
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1 reply

AlcaeusF
May 2, 2020

Welcome to the Online Community, @SRB Renovation.

 

We want to lend a hand with your concern about the banking feature. However, we need more insights about it to provide the best resolution and to get this resolved.

Can you share with me more information about the issue in the banking tab and the name of your financial institution? Are you transactions not downloading? Any additional details like screenshots will help ensure a timely solution to get this fixed.

The bank information and transactions will only download if you successfully connected your account. If you haven't done it yet, I suggest following these steps:

 

  1. On the left panel, go to Banking.
  2. Click Add account
  3. Enter the bank name or URL.
  4. Enter your login credentials.
  5. Hit Continue

In the meantime, you can also check the following articles for detailed instructions about bank feeds, as well as some troubleshooting steps for the issues you may encounter:

 

Please know that you're always welcome to post any questions you have in this space. Have a great day ahead.