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George-Bryce
December 9, 2020
Question

Does anybody have experience with BlueVine bank and if its compatibility with quickbooks online for downloading transactions?

  • December 9, 2020
  • 2 replies
  • 0 views
Original commenter did not share additional details

2 replies

Angelyn_T
Angelyn_T
December 9, 2020

 Thank you for raising your question here on the Community page, @George-Bryce.

 

Yes, BlueVine bank is compatible with QuickBooks online banking. This feature of QuickBooks Online (QBO) saves you time doing the manual banking entry. Thus, you're able to connect your account. I can guide you on how.

 

  1. Open your QBO account, the click on Banking or Transactions at the left pane.
  2. Select Banking, then click on Link account.
  3. Enter your bank's name or URL under the Let's get a picture of your profits window.
  4. Choose your bank account (BlueVine bank) from the result.
  5. Input your bank credentials ( email and password), then follow the onscreen instructions to complete the process.

For an additional guide about connecting bank or credit card accounts to QBO, you can also check out this article.

 

Once your account is connected, the system downloads your bank transactions automatically. All you need to do is to approve and categorize them. Here's an article you can open for the instructions: Categorize and match online bank transactions in QuickBooks Online.

 

Please let me know how else I can help you with QuickBooks. I've got your back and am always here to help. Thanks for coming, have a great day!

I
In Stride Bookkeeping
July 7, 2023

I have been unable to connect Bluevine to the bank feed for months now. Support tells me it's a "known issue" and that developers are working on it, but there are no updates and no improvement. Has anyone found a way around this that isn't downloading the csv and importing manually to Quickbooks?

C
Carneil_C
July 7, 2023

I wish you didn't have to go through this hurdle when connecting Bluevine to QuickBooks Online, In Stride Bookkeeping.

 

Beforehand, I'd like to ask for more details to get me on the same page. Did you encounter an error when trying to do the process? This way, I can check here on my end what updates and information are available. 

 

I understand you've already reached out to our Customer Support Team, but It's best to contact them so you'll be informed of the new updates regarding the issue. Here's how:

 

  1. Go to Help (?), then click Contact Us.
  2. Please enter your question and select Let's Talk or Continue.
  3. Review and Select from the following: Ask the community, Have us call you, or Chat with us.

 

In the meantime, you can manually upload your bank transactions using a CSV file.

 

To answer your most frequently asked questions about importing data, check out this article: Common questions about importing data to QuickBooks Online.

 

Please bear with us as we work on this. Keep me posted if you have any other questions or concerns about QBO-related tasks.

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