Have any questions for our team about Bank Connections?

Welcome to the Community, KSanMac!

Let's get your bank connection sorted out to help you get back on track. 

If you're bank account is connected through the Standard feeds connection, let's enter your bank's sign-in info to update your bank connection in QuickBooks Online. Here's how:

1. Click on the Transactions tab, and click on Bank transaction.
2. Select the bank you need to update.
3. Click on the Edit or pencil icon.
4. Click on Edit sign in info.
5. If your web browser auto-fills the user ID and password fields, clear them. This ensures your browser doesn’t put in old info by mistake.
6. Manually type in the user ID and password for your bank account.
7. Click on Save and connect.

If you're bank is connected through Direct feeds connection, use the steps below to refresh connection. 

1. Click on the Banking transactions tab.
2. Click on the bank account to update.
3. Click on Refresh button.

Then, check if your bank transactions have downloaded and is showing in the For review.

If the bank transaction still did not update, you can manually upload CSV file for the missing bank feeds. Refer to this link to import bank transaction: Manually upload your transactions, receipts, and bills into QuickBooks Online.

Post again in the Community if you have further banking concerns. I'll be around to help you.

Welcome to the Community, BB065!

In order to obtain and complete the client authority form, simply click on Preview form at the end of the direct feeds enrollment set up. This will allow you to print the form and  Here's how:

1. Click on the Transactions tab.
2. Click on Bank transactions, click on Link account if you have connected one in the past.
3. Search for your bank, and click on Get direct bank feeds.
4. Enter your bank account details and make sure it matches with your bank.
5. Select the bank account, and click on Connect and a Client authorisation form will be created.
6. Click on Preview form.
7. Print and hand-sign the form and then scan and email them to Intuit SISS email: Email: [email address removed]
   Subject: QuickBooks Bank Feed Request
   OR
   Mail: SISS Data Services Pty Ltd
   Locked Bag 3060
   Crows Nest, NSW, 1585

You can also check this link to learn more about: Direct bank connections with QuickBooks Online | FAQ.

Post again in the Community if you have further concerns. I am around to help you.

Hi Deej1,

Let's check your CSV file making sure it follows the allowed format to upload in QuickBooks Online. Let's use the steps below to check your CSV file.

1. Open a new Excel/CSV file and copy the existing CSV data to the new sheet.
2. Save the new Excel file, making sure the company name does not have spaces and special character on them.
3. Click on Save.

Furthermore, kindly check if there is no other header name on your CSV file and verify if you have a 3 column or 4 column format CSV file.

I recommend checking this link to help you fine tune your CSV file and help upload in QBO: Format CSV files in Excel to get bank transactions into QuickBooks.

Post again in the Community if you have further concerns.

Hi Mickmoore,

I understand you're having fundamental issues with your ANZ online banking connection. I can see the support case created was raised to our banking team to help check the account connection. I would recommend contacting back to our Customer Care Team. Since we are in a public space we're unable to ask for your details for security purposes.

I've included the steps to contact support below.

1. Click the (?) Help icon in the upper right-hand corner of the dashboard.
2. Select Talk to a Human.
3. Enter a short description of your concern and press Enter.
4. Click I still need a human.
5. Select Contact Us to connect with our live support.
6. Choose Get a callback.

In the meantime, you can manually enter your transactions or manually import them using a CSV file upload.

Post again in the Community if you have further concerns.

Thanks for your post, kylie1.

To turn off the "Replace Bank Memo" feature in the bank rules of QuickBooks Online (QBO), follow these steps:

1. Log in to your QBO account and click on the "Accounting" tab.
2. From the drop-down menu, select "Banking".
3. Click on the "Rules" tab.
4. Find the rule that you want to edit and click on the "Edit" button.
5. Scroll down to the "Replace Bank Memo" option and toggle it off.
6. Click on the "Save" button to apply the changes.

That's it! Now the "Replace Bank Memo" feature will be turned off for that particular bank rule in QBO.

It's great to see you here in the Community, @RBB37. Let me share some insights about bank connections.

Please note that you can't download bank transactions older than 90 days in QuickBooks Online (QBO). However, you can manually upload them. I can guide you through the process.

Before uploading the transactions, you can select a start date, get transactions from your bank, and review the file format and size. For more information, visit this article: Manually upload your transactions, receipts, and bills into QBO.

Then, to manually upload your transactions, follow these steps:

1. Go to Transactions, then choose Bank transactions.
2. Select the blue tile for the account you want to upload the transactions to.
3. Click the Link account dropdown and then Upload from file.
4. Choose Drag and drop or select files, then pick the file you downloaded from your bank. Then, select Continue.
5. Choose the account you want to upload the transactions into in the QuickBooks account dropdown. Then, select Continue.
6. Follow the onscreen steps to match the columns on the file with the correct fields in QuickBooks. Then, click Continue.
7. Choose the transactions you would like to import. Then, select Continue.
8. Click Yes.
9. When you've accepted your transactions, hit Done.

After this process, you can categorise your transactions and reconcile your accounts to ensure your financial data is organized and accurate.

If you have any further concerns apart from your bank account, feel free to leave a reply. We're always ready to back you up.

Hello, @LeeBthatsMe. Thank you for participating in the conversation.

To convert your .QIF files to .QBO files, you can utilize a third-party converter tool. This will enable you to manually import the files into QuickBooks. You can find the appropriate app in the QuickBooks Apps store  or through other sources.

You can also search for the tool inside your QuickBooks Online account. Simply go to the Apps menu, then click Find apps and search for the application.

Once your files are converted, you can refer to this article for guidance on uploading your transactions into QuickBooks Online: Manually upload your transactions into QuickBooks Online.

After importing your transactions into QuickBooks, you can now categorise them. This way, they would reflect in your bank's register.

If you have any further questions about importing your banking data into the program, feel free to ask. I'm here to assist you. Have a great day!

Thanks for letting us know your query when managing bank connections and matching transactions in your account, kuluin14. I can provide insight to help rectify this behavior, so you can get back to business seamlessly.

In QuickBooks Online, recent downloaded entries are dependent on the information sent from your bank account. As per checking, we haven't received similar cases or reports of this unusual behavior in your banking feeds. I understand the inconvenience this has brought to you when managing transactions in your file.

For now, you may want to access your account and perform troubleshooting steps using a private browser. This way, you can rule out the possibility of a webpage issue and allow the program to run without storing the cache. To do this, refer to these shortcuts to open an incognito window:

•   For Google Chrome browser: Ctrl + Shift + N
• For Mozilla Firefox browser: Ctrl + Shift + P
• For Safari browser: Command + Shift + N

However, if the issue persists, it's best to reach out to our Customer Care Team to have your account reviewed. This allows our experts to perform real-time assistance, conduct further research on your banking feeds, and create an investigation ticket if necessary.

Here's how to reach them:

1. Go to the Help icon and choose the Search tab.
2. Select Contact Us.
3. Describe your concern and click Continue.
4. Choose between Chat with us and Have us call you.

Moreover, I'm sharing these resources to help you manage online bank transactions and review them to the correct accounts: 

• Find, categorise, and edit transactions in QuickBooks Online
• Reconcile an account in QuickBooks Online

This forum will always be available whenever you require additional assistance managing bank entries in your account. Just let me know anytime below, and I'll make sure to get you covered. Keep safe and have a good one!