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April 27, 2021
Question

I have a bank, that doesn't show on the banking screen, I can only access it through chart of accounts. How can I make it visible with all the other banks ?

  • April 27, 2021
  • 1 reply
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1 reply

April 27, 2021

Good day, @mail35.

 

Let me help you with your banking concerns in QuickBooks Online.

 

The banks showing on the Banking page are the accounts that are connected to QuickBooks. They will also show in the Banking menu if you have imported banking transactions even if they aren't connected.

 

If your account isn't connected or doesn't have uploaded files on it, then this will only show in the Chart of Accounts. However, you can connect it to QuickBooks to view it on the Banking screen. Let me show you how:

 

  1. Go to the Banking menu and select the Banking tab.
  2. Click Connect Account if this is your first time connecting, or select Add account or Link account if you've already created one.
  3. Search for your bank, then click Continue
  4. Enter the username and password you use for your bank's website in the window. Then, follow the onscreen steps to connect. 
  5. Choose the bank or credit card accounts you want to connect.
  6. Select the matching account type from the dropdowns. These are accounts on your chart of accounts in QuickBooks.
  7. Decide how far back you want to download transactions and click Connect.

You can also upload your transactions manually without connecting them to QuickBooks. Doing this will let you see the bank from the Banking page. 

 

Once your transactions are downloaded, it's time to match and categorize them. They will go directly into your accounts after you review them.

 

Let me know how else I can help you with QuickBooks by adding a comment below. I'm more than happy to lend a helping hand. Keep safe!

mail35Author
April 27, 2021

Thanks for the reply,

but that doesn.t work.

The Bank is "transferwise.com" it's not listed in the Quickbooks online links.

I managed to link a German bank account that was not listed and it shows, I just can't remember how I did that.