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February 19, 2021
Question

My fcfcu.com online banking ID is linked to both personal and business accounts. Only the personal accounts are show & not business ones. How do I correct this?

  • February 19, 2021
  • 1 reply
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1 reply

February 19, 2021

We can perform some steps to see if this is just triggered by your bank, or in QuickBooks Self-Employed (QBSE), richmond-bailey-.

 

There are some possible reasons why business transactions are not downloading. Among these are: 

  • There is a minor or major update in your bank information such as the bank account number.
  • Update on your bank’s website. If you can't find your FI, you can request support for your bank and request it be added.
  • Updates in your Online Banking Login credentials.
  • Bank outage and other scheduled maintenance.

 

To better isolate this one, let's try clicking on the Refresh All button multiple times on your Banking page. This refreshes the connection between your financial institutions and QBSE. Here's how:

  1. Click the Gear icon.
  2. Select Bank accounts.
  3. Press Refresh all

 

Then, try connecting your bank account again. If the same thing happens, just manually import your bank transactions using.CSV file. You can get this file from your bank's website. Let me show you how: 

  1. Click the Gear icon.
  2. Select Imports.
  3. Tap Import older transactions and follow the on-screen instructions.
  4. Tick Import.

For more details about this one, check out this article: Add older transactions to QuickBooks Self-Employed.  Also, you can check out this article about import, export, and its limitations: Self-Employed: Import, export, and conversion limitations. Then, categorize and edit your transactions after.

 

Once done, reach out to our Customer Support Team. They'll pull up your account in a secure environment and investigate what's causing this issue. Feel free to visit our Banking page for more insights about managing your bank transactions. 

 

I'd like to know how things going after contacting our support agent, as I want to ensure this is resolved for you. Feel free to reply to this post and I'll get back to you. Take care always.