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July 6, 2024
Question

Saving account not appearing after connecting account.

  • July 6, 2024
  • 1 reply
  • 0 views
i see the account in the list when adding. but after i slick finish in the widow closes, it not in the transactions tab.

1 reply

July 6, 2024

Hello there, Jake.

 

Please know that the Bank Transactions page only displays bank accounts that are linked to online banking. Therefore, if your bank account is not connected to online banking, it will not show up on the page.

 

Otherwise, bank accounts will be displayed on the Dashboard including all accounts from your Chart of Accounts, regardless of whether they were manually created or linked to online banking.

 

I'm adding this article to help you have a seamless account reconciliation in the future: Learn the reconciliation workflow in QuickBooks.

 

If you have any further concerns about the Bank transactions page, please do not hesitate to contact me. I am always available to assist you!