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A
AgelessSkin
January 6, 2021
Question

Trouble linking bank accounts and credit cards to QB Desktop 2021

  • January 6, 2021
  • 2 replies
  • 0 views

Hello,


I have been trying to link bank accounts and credit cards to QB Desktop 2021 so that transactions will auto-flow into QB but am having some issues.


It seems that the QB desktop version does not support the auto-download of transactions, you must manually download them from the vendor's website into QB. Is that true?

 

After looking further, it seems that Wells Fargo and Capital One only support the Web Sync option which only QB Online offers.


I'm not sure what to do in order to get transactions from banks and credit cards to auto-flow into QB, or at a minimum allow me to manually push them to QB.


Any help would be greatly appreciated.

 

Thanks,

Jordan

    2 replies

    C
    Catherine_B
    January 6, 2021

    Hello there, Jordan.

     

    The way you connect your accounts to QuickBooks Desktop depends on what's available at your bank. We still support the direct connect feature which automatically downloads your Wells Fargo and Capital One account activities such as deposits and payments. 

     

    Just ensure you’re using a supported QuickBooks Desktop version. If not, update QuickBooks to the latest release to have up-to-date fixes. Then, you can use this link to connect your bank: Get started with Bank Feeds for QuickBooks Desktop. The article also gives you troubleshooting steps to help fix errors when connecting your account. 

     

    Let me know how this works. I'm just around to help. Take care and have a great day!

     

     

    A
    AgelessSkinAuthor
    January 7, 2021

    Hello,

     

    I have reviewed the help files and contacted the banks and am still unable to link the accounts to QB. Can we setup a meeting to look at this together and get it working?

     

    Thanks,

    Jordan

    katherinejoyceO
    katherinejoyceO
    January 7, 2021

    Thanks for coming back, @AgelessSkin. I appreciate you for trying the steps provided by my peer. 

     

    Yes, you can get in touch with us and arrange a callback so we can take a look at your account together. Here's how: 

     

    1. Click the Help icon in the upper right of the screen.
    2. Select Contact US on the pop-up.
    3. Enter your question in the How can we help? field and choose Continue.
    4. Click Get a callback.
    5. Enter your contact information, then select Call me.

     

    For future reference, you can check out this article to help you learn about adding and matching Bank Feed transactions in QuickBooks Desktop. 

     

    Feel free to message again if you have any other concerns. We're always delighted to assist. 

     

     

    J
    JP1711
    July 6, 2021

    Good morning, I am also having issues with Capital one and the connection. I was able to get it to connect after about 2 weeks of trying. I had to 1) Be in the QBD Admin Account 2) Log into the Intuit account for the owner of that QB account 3) use the Capital One - New Bank institution from the connection list (or something like that) to get it to connect. Hopefully this will help you. 

     

    QB please tell me what admin is the one that actually does the manual work. Why did the permissions of who can add credit card connections and download transactions get changed?

     

    I now have bigger issues as we have 2 capital one accounts. I mapped them to go to each of their respective GLs, and upon testing the connection (on the admin's computer) It pulled both account transactions into the account that I updated first. Beings that I have to be in that same QBD Admin account and logged into that same Intuit account, I have not been able to get it correct since they that person has to work each day as well. 

     

    Please make it easier for people to get their work done on the daily, spending hours in help documents and Q&A to accomplish what used to be a simple tasks, creates large amounts of frustration for your product. 

     

    Thanks,

    JP

     

    AlexV
    AlexV
    July 6, 2021

    Hello JP!

     

    You can customize the access rights in QuickBooks Desktop. Allow me to help you.

     

    We need to make sure that you were given access to the banking so you can link credit cards and bank accounts. You'll want to reach out to the primary admin so they can edit your role. Let them follow these steps:

    1. Go to the Company menu, select Users, then select Users and Roles.
    2. From the Role List tab, select the role assign to you and click Edit.
    3. In the Area and Activities section, add the Banking and make sure to include the Bank Feeds.
    4. Select OK to save.

     

    Once done, you'll want to close and relaunch your QuickBooks Desktop for the changes to take effect. I've added some articles you can check to help you in setting up additional users:

     

    Also, here's an article for other banking concerns: Get started with Bank Feeds for QuickBooks Desktop.

     

    Keep on posting here if you have additional questions. Take care!

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