Have any questions for our team about Bank Connections?

Hello lusscott,

If you've edited a reconciled transactions the change can unbalance your account/s. Not only it will cause unbalanced to your accounts it also affects the beginning balance of your next reconciliation.

You can run the reconciliation report to review the transactions:

1. Go to Settings ⚙ and select Reconcile.
2. Select History by account.
3. Use the dropdown menus to select the account and date range.

If you can't trace the adjustments or changes made on the reconciliation. It is best to undo the previous reconciliation to start over or reach out to your accountant.

To undo the reconciliation for the period:

1. Go to Transactions and select Chart of accounts.
2. Find the account holding the transaction. Then select Account history.
3. Select the transaction you want to unreconciled to expand the view.
4. Review the check column. If the transaction is reconciled, you’ll see an R.
5. Select the checkbox. This changes the letter in the box. Keep selecting it until the box is blank. This removes the transaction from the reconciliation.
6. Select Save.
7. Close the account history.

Furthermore, about the loan account that you cannot see from the list when trying to connect them to QuickBooks Online. It could be the account type is not yet supported with the integration in QBO.

Check this link to learn more about: Learn the reconcile workflow in QuickBooks.

Drop by again in the Community if you have further concerns.

Hello CB125,

Thanks for post in the Community!

Let’s check out why your Standard Bank isn’t downloading updates.

Is there an error message or code when you click the Update button on the Banking page? If you get a different error message, you can try the following workarounds to get your account in working order:

1. Click on the Transactions tab.
2. Click on Bank transactions and select the standard feeds connected account.
3. Click on the Pencil icon and choose Edit sign-in info.
4. Manually enter your bank's log in credentials.
5. Click on Update.

Check if new transactions have downloaded in the for review tab. If no new transactions have downloaded, you can manually upload the transactions using a CSV file. 

You can check this link to learn more on how to manually upload your bank transactions.

This thread is always open for additional questions and updates. If you need further assistance with QuickBooks banking, please tag me anytime. I'm always right here to help.

I understand the the challenges bank feed import error in QuickBooks Online (QBO) caused you, ahay. Your concern is valid. Rest assured that will bring this to the attention of our management to be further investigated. 

To help you with this issue, I recommend team contact our QuickBooks Online Support team and request to be added to the list of affected users. This will ensure that you receive timely updates on the issue via email. To contact our support team, please follow these steps

1. Sign in to your QuickBooks Online company and select Help (?).
2. In QB Assistant, enter the topic you need help with. You can also enter questions.
3. Select Contact Us to connect with a live support agent.
4. Choose a way to connect with us either Start a chat with us, Ask the community, or Call us.

For live chat support, our team is available Monday to Friday from 8:30 AM to 6:30 PM and Saturday to Sunday from 8:00 AM to 8:00 PM, AET. If you prefer to call, our phone support is available Monday to Friday from 8:30 AM to 6:30 PM, AET.

To help you manage online bank transactions and review them to the correct accounts, I'm also including these articles for your future reference: 

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

Don't hesitate to reach out to us if you have further questions about transactions in QuickBooks Online. The Community is always available to help you anytime. 

Hello there, sheltop29. 

I can assist you in recovering the missing option from your banking screen. To do this, simply follow the screenshot that I have attached here.

To reconnect your client's bank account to QuickBooks, navigate to the bank option and link the account.

Additionally, I added this article so that you can learn how to review downloaded bank and credit card transactions.

For future reference, you can click this article so that you can learn how to connect your bank and credit card accounts to QuickBooks Online.

You may always use this conversation to help you manage bank entries. Tell me below at any moment, and I'll provide you an assistance. Be careful!

Hello SteveHalls,

QuickBooks Online recalls the last payee you selected on your last categorized transaction. Let's check your settings to verify if you've set enabled suggested categorisation in your bank transactions page. Here's how:

1. Click on the Transactions tab.
2. Under Bank transactions, click on the bank account and then select the Gear icon.
3. Check if you have ticked Enabled suggested categorisation and Show suggested rules.

Also, check if you have set up bank rules under Rules tab in Bank transactions tab.

If you have categorised and added the bank transaction, you can undo them to assign the correct payee.

To undo added transaction in QuickBooks Online:

1. Go to Transactions, then select Bank transactions.
2. Select tile for the bank or credit card account you downloaded the transaction from.
3. Select the Categorised tab.
4. Find the transaction you want to delete.
5. Select Undo from the Action column.

To learn more about categorising bank transaction in QuickBooks, check this link: Unmatch downloaded bank transactions or move them to another account.

Drop by again in the Community if you have further concerns. 

Hi kayendee,

Thanks for posting in the Community! Let me provide some information about uncategorised income and undeposited funds in QuickBooks Online (QBO).

The uncategorised income account is used by QBO automatically when you did not specify or assigned a category to your downloaded transaction. You can always change the category assigned to your downloaded transaction in QBO. The same goes to undeposited funds account, if you did not select a specific bank account for payments QBO will use the undeposited funds account.

To edit your transactions:

1. Select the Transactions tab, then select Bank transactions.
2. Navigate to the Categorised transaction list.
3. Select the hyperlinked transaction within the Assigned To column to open the transaction window.
4. Make the necessary changes.
5. Select Save and Close.

Check these links to learn more about categorised transactions in QBO: 

• Find, categorise, and edit transactions in QuickBooks Online
• What’s the Undeposited Funds account?

Drop by again in the Community if you have further concerns about your bank transactions in QuickBooks Online. 

Hi, @leanne76. I'll make sure we can get rid of the error message so you can connect your bank account to QuickBooks Online (QBO).

To begin with, may I know the name of your bank first? Knowing this can help me check our resources for any reported cases of receiving an error connecting your financial institution to QBO. In the meantime, I'll share some troubleshooting steps to help you fix the error. 

Generally, error 324 means that QuickBooks is unable to find the account you set up when it tries to connect to your bank's website. The following reasons might be causing the error:

• Your bank or credit card company changed the account or moved it to a new server.
• The account name or other info on your bank or credit card company's website has been changed by you.
• Your bank or credit card company issued a new account or credit card.
• You closed your bank or credit card account or you have multiple accounts with the bank that have the same name.

If you have several bank accounts with the same name, you have to rename one of the accounts. Here's how:
 

1. Go to Transactions, then Bank transactions.
2. Select the bank account that you want to rename, then select the pencil icon ✎.
3. Click Edit account info.
4. In the Name field, update the name of the account. Then, hit Save and Close.

Then, update and check your connection in QuickBooks. Here's how:
 

1. From the Bank transactions page, click Refresh.
   
   
2. If you still see the error, look for a banner on the Banking page.
3. Select the Check connections link and follow the steps to fix the issue.

For more information about the process, please see this guide: Fix banking error 324 in QuickBooks Online.

Once you connect your account and get your latest online transactions, here's a guide to review and put them into the correct accounts in QBO: Categorise and Match Online Bank Transactions in QuickBooks Online.

Keep me updated with the results in the comments below or if you have follow-up questions about connecting your bank to QBO. I'll be around to provide the help you need.

Hi JKLEGAL,

Thanks for posting in the Community!

Know that when you connect your online banking to QuickBooks Online. QBO automatically downloads new transaction sent by your bank. The connection from your online banking to QBO is on a read-only connection so that no one can use any of your information. If notifications are sent by your bank, I recommend contacting your bank to verify.

If you see a message about additional authentication, follow the on-screen steps to continue the update.

You can refer to this link about online banking connection in QBO: How secure is online banking through QuickBooks?.

Drop by again in the Community if you have further concerns about online banking connection.