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July 1, 2021
Question

Online bank jersey

  • July 1, 2021
  • 1 reply
  • 0 views

Had my business NatWest account offshore jersey connected for 4

years now and I had an email to do the disconnect re connect and now I can’t re connect and it says doesn’t accept jersey accounts… any one else had this or know how to resolve I can’t remember what I did initially on set up 

1 reply

MariaSoledadG
July 2, 2021

Let's make sure to connect your NatWest bank to QuickBooks Online (QBO), bouleybaydivecentre.

 

Online Banking is a great time saver from tracking your bank transactions manually. You'll have to make sure that you've selected the correct financial institution from the search field to check if you're able to connect the account. Sometimes, you may see multiple bank names in the search field. You'll want to try all the options matching your bank's name. Follow the steps below.

  1. Go to the Gear icon, and then select Bank accounts.
  2. Select the Connect another account button and search for the bank name.
  3. Click the bank's name to sign in.
  4. Follow the on-screen instructions in connecting your bank account.

You can also search using the URL you normally use to sign in to your bank if you're still unable to find the bank by name. I've got this article for reference: Understanding If You Can Connect Your Bank Feeds To Open Banking. You'll also want to upload transactions manually to keep up with the current transactions: Manually upload transactions into QuickBooks Online.

 

Reply to the comment below if you have any concerns about connecting your bank.  I'll be there to help.