Skip to main content
D
dLearned
July 3, 2021
Question

not all bank accounts showing

  • July 3, 2021
  • 1 reply
  • 0 views

If I look at my chart of accounts, it shows 6 different accounts but my banking page only shows 3 (which is correct).  The chart of accounts also lists a credit card but it does not appear in the banking page (I know it is a liability, but I'm used to seeing both credit cards and loans with the banking information (since they all come from the bank).  Is there a way to change this? 

It appears that my deposits are not being recorded to the correct account, not sure where to amend that.

Also, with the credit card being on the vendor list, I am not sure how to enter a vendor bill, assign it to the appropriate expense category and pay it with the credit card.

1 reply

M
Maybelle_S
July 3, 2021

Good day, @dLearned.

 

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

 

The banks showing on the Banking page are the accounts connected to QuickBooks. They will also show in the Banking menu if you import the transaction even if they aren't connected.

 

If your account isn't connected or doesn't have uploaded files on it, this will only show in the Chart of Accounts. However, you can affix 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!

D
dLearnedAuthor
July 5, 2021

oh, I see, I think.  So I am guessing what happened is that when bank accounts were originally linked, they linked it as a new account instead of linking the account that was on the Chart of Accounts.

 

That said, is there a way to merge them?  If I connect the ones on the Chart of Accounts, won't I end up with duplicate accounts on the Banking page since I re-established the original connection?

 

Alternately, could I delete the one that is currently linked, link the one that is in the Chart of Accounts and then manually upload the bank transactions?  I'll lose some years in the past as I can only access 24 months of the bank data online, but I could probably live with that...

DivinaMercy_N
DivinaMercy_N
July 5, 2021

Thanks for getting back here, @dLearned.

 

You have two ways to connect your bank accounts to QuickBooks Online (QBO). First, you can do it on the Banking page. If you don't see the correct account, QBO will let you add a new account that will appear on your Chart of Accounts (COA). Another way is through the COA page. This will let you connect those accounts you already added in QBO.

 

Also, in QBO, merging accounts that are connected to online banking is unavailable. For more details, please see this article: Merge duplicate accounts, customers, and vendors in QuickBooks Online.

 

If you want to unlink the account connected to online banking, here are the steps you can follow:

 

  1. Navigate to the Banking/Transactions menu. Then select the Banking tab.
  2. Click the tile for the bank account you need to delete.
  3. Select the pencil icon, then click Edit account info.
  4. Check the Disconnect this account on save box. 
  5. Click Save and Close.

 

To know more details, check out this page: Disconnect or delete accounts connected to online banking.

 

Once done, you can now manually upload transactions from your bank website to QBO. 

 

Then, when transactions are in, you'll now need to categorize and match them in QuickBooks. This process ensures your transactions are under the correct account category.

 

Feel free to post a comment below if you need further assistance fixing your bank accounts in QBO. I'll be always around to help. Have a good one. 

Terms & ConditionsAccessibility statement