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March 13, 2022
Question

Our bank was sold and the new bank still uses the same acct and routing numbers, but we cannot connect with the bank.

  • March 13, 2022
  • 1 reply
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1 reply

MaryLandT
March 13, 2022

Let's check why you're unable to connect your bank, toddtannehill.

 

There's a possibility that the new bank isn't allowing QuickBooks to connect with them.

 

You can sign in to your bank's website and check for updates. You may also contact your bank and verify if you can still connect to online banking.

 

If not, you can download transactions from your bank, then manually import them to QuickBooks.

 

Here' show:

 

  1. In QuickBooks Online, go to Bookkeeping, select Transactions, and select Bank accounts.
  2. Select Upload transactions.
  3. Click Drag and drop or select files and then select the file you downloaded from your bank, then Continue.
  4. From the QuickBooks account ▼  drop-down, select the account you want to upload the transactions into, then select Continue.
  5. Follow the onscreen steps to match the columns on the file with the correct fields in QuickBooks, then Continue.
  6. Select the transactions you would like to import. Then select Continue.
  7. Click Yes.
  8. When you accept your transactions, select Done.

 

Now that your transactions are in QuickBooks, it's time to match and categorize them. The transactions go into your accounts after you review them.

 

Get back to me if you have additional questions by commenting below. I'll stay around until you're able to connect your bank account.