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June 7, 2022
Question

If I connect with The Co-operative Business Bank, why is the Current Account not listed as an option for linking? Two petty cash accounts are only offered to link to.

  • June 7, 2022
  • 1 reply
  • 0 views
I want to regularly update the Dashboard so that the bank balance and the QuickBooks balance are more closely matched. I have not been able to update QB since March.

1 reply

June 7, 2022

I’ll share with you the details so you’d be able to link your Coop bank to the current account in QuickBooks Online, @ianparker7.

 

First off, have you encountered any error messages? If so, you’ll want to add them on the comment section below. I’d also appreciate it if you include a screenshot. Any additional information can help me identify the root cause of the issue.

 

When connecting your bank and credit card accounts, please note that you’ll need to select the correct account type. This way, QuickBooks will be able to link to your banking institution. 

 

If you’re your bank account exists in your COA and you’re unable to connect it with QuickBooks, we’ll need to perform some troubleshooting steps. Through this, we can check if the issue you’re experiencing is caused by browser cache. If your browser is storing too much data, it causes odd behavior as it will affect its performance.

 

To fix this, let’s use a private window or incognito mode to open your QuickBooks Online account. It’s a good start since it won't use the data from the existing webpage cache. The following are the shortcut keys:

  • For Mozilla Firefox or Microsoft Edge browser, press Ctrl + Shift + P
  • For Google Chrome, press Ctrl + Shift + N
  • For Safari, press Command + Shift + N

Once done, add your bank account again and choose the current account. If this works, you’ll need to clear your browser’s cache and cookies to refresh the system. You can also switch to other browsers to see if the problem is with the one you're currently using.

 

I also encourage reading these articles to help you manage the downloaded bank transactions in QuickBooks Online:

 

 

Don't hesitate to reply in this thread if I can be of additional assistance with connecting your bank account or any other banking concerns. I’m always here to help you out. Have a great day.

June 8, 2022

I have not ecountered any error messages. I have attached screenshots of what happens when I try to link the current account to QuickBooks. The outcome was the same in each of these occasions:

  • Using a Private Window in Edge.
  • Clearing the cache for "all time" in Edge.
  • Using Firefox to access QuickBooks.

 

Any other ideas?

June 8, 2022

Screenshots attached this time.