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drjreitz
August 29, 2022
Question

Reconnect long term liability

  • August 29, 2022
  • 1 reply
  • 0 views

I've had a building loan (long term liability) in QBO for a few years. When my bank changed their website url, I had to disconnect this loan. Since then, (5 months) I can't reconnect it. The loan shows on my chart of accounts screen and says it's active but I can't get that back onto the dashboard screen with my other bank accounts. It's not syncing anyway.

 

When I try to sync that bank loan as a new account, the only option is as a checking account. This shouldn't be hard but my bookkeeper has no clue either. Help


Thank you. 

1 reply

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JonpriL
August 29, 2022

Hello there, @drjreitz.

 

I'll share details about the connection of your bank in QuickBooks Online (QBO).

 

Thank you for sharing the details of the troubleshooting steps you tried to resolve the connection of your bank account. Saying they've updated to a new website, let's send a request for the support of your bank instead to make sure it is updated to the new platform. I'll show you how.

 

  1. Go to Transactions.
  2. Select Banking.
  3. Click Link account.
  4. Enter the name of your bank in the Search text area.
  5. Scroll down the web page and select the Still can't find your bank? option.
  6. Type in the name and web address of your bank.
  7. Click Request.

 

However, if you wanted to work on your loan and its transaction right now, let's consider downloading them from your bank and uploading the file to QuickBooks. This article will show you the steps needed in uploading them: Manually Upload Transactions into QuickBooks Online.

 

Additionally, I've also included this helpful article for the steps in case you need to start balancing your bank account register: How to Reconcile your Accounts so they Match your Bank and Credit Card Statements?.

 

If you have follow-up questions about this or any other concerns with QuickBooks online banking, please don't hesitate to click the Reply button below. I'm willing to help and assist you anytime. Take care always and stay safe!

D
drjreitzAuthor
August 29, 2022

Thank you for your response. 

I contacted my bank last week actually. Since my other accounts are on QBO but not the loan, it's an issue with QBO. 

I would assume there's a way to re-connect the liability that's been there for years instead of creating a 'new account' ?

AlcaeusF
AlcaeusF
August 29, 2022

Hello @drjreitz,

 

We want to help you with your concern about linking the bank. However, we need more information about it to provide the right resolution and to get this sorted out promptly.

 

Can you share the name of the bank you're trying to link again to QuickBooks, as well as the actual account type? Are you getting an error when performing the process? It would be best to provide a screenshot of the option you're seeing on your end for visual reference.

 

QBO users can connect bank accounts directly from the chart of accounts. In the meantime, you can try following the steps in this article to avoid creating a new account (scroll down to Connect your bank account from your chart of accounts (optional)): Connect bank and credit card accounts to QuickBooks Online.

 

Please know that you're always welcome to post any questions you have in this space. Have a great day ahead. 

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