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chris@optionalth
March 7, 2022
Question

I have connected a bank account, but can only see in Chart of Accounts, not in Banking? Any help is appreciated.

  • March 7, 2022
  • 1 reply
  • 0 views
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1 reply

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Carneil_C
March 7, 2022

Help has arrived, @chris@optionalth. I'll make sure that you'll be able to connect your bank account on the Banking page in QuickBooks Online.

 

The banks that appear on the Banking page are the accounts connected. Even if they aren't connected, they will show up in the Banking menu if you import the transaction.

 

Otherwise, it will appear in the Chart of Accounts if your account isn’t connected or doesn’t have uploaded files. However, we can fix this by connecting your bank account from your chart of accounts.

 

Here’s how:

 

  1. Go to the Chart of accounts.
  2. Find the account you want to connect to.
  3. In the Action column, select the View register ▼ dropdown. Then select Connect bank.
  4. Select the accounts you want to connect, then select the account type ▼dropdown. Choose the account type that matches your chart of accounts in QuickBooks.
  5. Select how far back you want to download transactions.
  6. Click Connect.

For further details about connecting a bank and credit card accounts to QBO, feel free to check out this link. It includes steps on how to refresh your bank feed to download your latest transactions.

 

In addition, here are a few extra articles that can help you along the way in managing your transactions:

 

I’m always ready to assist you if you have any other questions or concerns about managing your accounts in QBO. Tag me in your reply and I’ll sprint back into action. Have a good one and keep safe.

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chris@optionalthAuthor
March 8, 2022

I appreciate the information, however, let me be a bit more detailed.

I have 3 bank accounts.

In Chart of Accounts I can see all 3.  And only 2 are linked.

In Banking, I can only see 2 of the 3.  

I've connected, un-connected and connected several times as well as removed all history, cookies, caches, etc.  Nobody seems to have an answer for this.  Thanks,

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    ChristineJoieR
    March 8, 2022

    Thanks for your prompt reply, @chris@optionalth. I can guide you how to fix the banking issue in QuickBooks Online.


    In this case, I'd recommend contacting our Technical Support team. This way, they'll be able to help you with any banking issues.


    Here's how:

     

    1. Sign in to your QuickBooks Online company.
    2. Going to Help (?).
    3. Select Contact Us.
    4. Enter your concern, then select Let's talk.
    5. Choose a way to connect with us.
    • Start a chat with a support expert.
    • Get a callback from the next available expert.
    • Ask the community for help from businesses like yours.

     

    Please also note that we are available M-F from 6 AM to 6 PM PT.

     

    Additionally, when you link your bank to QuickBooks Online, you'll need to know how to find it by visiting this page.


    Feel free to drop your comments with your banking transactions in QuickBooks Online. Keep safe!

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