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A
adamnorton-lucid
September 22, 2024
Question

When connecting accounts, the business checking account that I want within Chase, it shows it as checked. But then in QB, it does show as a option. So I can't connect

  • September 22, 2024
  • 1 reply
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1 reply

I
IrizA
September 22, 2024

I can share some information regarding your bank's connection to QuickBooks Online (QBO), Adam.  

 

When setting up the connection between your bank and QBO, it is advisable to enter your bank's specific URL in the search field. This method allows for a more precise and accurate identification and connection of your account, especially when a bank has multiple branches.  

 

When connecting your bank, we can use a private browser to verify and rule out any browsing history or cached files causing the problem. Here are the shortcut keys for accessing private browsers:

 

  • Google Chrome: press Ctrl + Shift + N
  • Mozilla Firefox: press Ctrl + Shift + P
  • Microsoft Edge: press Ctrl + Shift + N
  • Safari: press Command + Shift + N

 

Once you've opened your private browser and already copied your bank's URL, you can follow these steps:

 

  1. Go to the Transactions menu, then choose Bank Transactions.
  2. Click Link account.
  3. In the search field, enter your bank's URL.
  4. Select your bank.
  5. Enter your Sign info in the Login and Password fields, then select Continue. 
  6. Select the account and date from the dropdown, then click Next.
  7. Choose your account type on the Account type dropdown, then hit Next.

 

For more detailed information, kindly refer to this article: Connect bank and credit card accounts to QuickBooks Online.

 

After connecting your bank to QBO, you can categorize your online bank transactions within the For Review tab.

 

Please let us know if you have additional questions regarding connecting your bank to QBO, Adam. 

A
adamnorton-lucidAuthor
September 23, 2024

Hello, 

 

Thank you for your response, however that is not the problem that I am having.  I can connect to my bank and select the accounts i want just fine.  It's QuickBooks that doesn't show them afterwards.  

 

1. I can connect to Chase Bank, no problem. 

2. I can select the accounts that I want to use from Chase Bank, no problem. 

3. But, when it comes back to Quick Books, and shows me a list of accounts to select and use, it only shows one of my accounts, not the 2 that I have selected with Chase. 

 

How do I fix this?

 

Thank You

C
CharleneMaeF
September 23, 2024

I appreciate you for sharing additional details about the banking issue you've encountered, Adam.

 

We've received similar reports about the Chase Bank account missing on the connection window after it shows connected in QuickBooks Online. At this time, our engineering team is investigating this to determine what's causing the problem to occur.

 

Rest assured that we'll notify you and share an update via email once the issue is resolved. For us to do that, I recommend contacting our live phone or chat support teams so they can add you to the list of affected users. 

 

Here's how to reach out to them: 

 

  1. Click the Help menu in the upper-right-hand corner of QBO.
  2. Proceed to the Assistant tab.
  3. Type Contact Support in the chat box and press Enter.
  4. Enter Contact Support again, then Enter.
  5. Select QuickBooks Online Support, then click Contact Us at the bottom of the screen.
  6. Click Ask about something else, then enter a short description of your concern or provide INV-111756 as a reference.
  7. Choose Have us call you or Chat with us.

 

Additionally, I've added these resources to help review and categorize the downloaded bank transactions effectively to ensure they're added to the correct categories. It helps you to organize your charts of accounts accurately:

 

 

If you have any further questions or concerns about connecting bank or credit card accounts or reviewing your transactions, please don't hesitate to visit the Community for additional support. We're committed to providing you with the best possible assistance and experience.

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