Have any questions for our team about Bank Connections?

I'm here to help you with your transaction matching issue related to class assignments in your accounting or financial software. @pb00kidz.

Here are some steps you can take to resolve this without using classes:

1. Look at the details of the transactions that won't match. Verify if there's any class information still linked to them.
2. If the error message indicates that you need to restore a deleted class, you may need to temporarily restore that class to resolve the issue. Once the transactions are matched, you can consider deleting the class again if it's not needed.
3. Try editing the transactions in question. Remove any class assignments if they still exist. This may help in matching them without the need for classes.
4. After making changes, attempt to reconcile or match the transactions again. Sometimes a refresh is all that's needed for the system to recognize the changes.

We'll also include these articles if you want to enter bank transactions manually into the program: Manually add transactions to accounts in QuickBooks Online.

Additionally, you may visit these helpful guides for categorising and reconciling accounts in QuickBooks:

• Find and categorise transactions in QuickBooks
• Reconcile an Account in QuickBooks Online
• Learn the reconcile workflow in QuickBooks

Let us know in the comment section if you have other queries about managing your bank transactions in QuickBooks. We'll be around to help you. Take care always! 

I'll help you disconnect your bank account in QuickBooks Online (QBO), Debra. 

Disconnecting your bank account stops the download of new transactions, but QBO will retain your existing data. Moreover, you can always reconnect it later. 

Here's how to disconnect the bank account in QBO: 

1. Go to the Transactions, then Bank transactions. 
2. On the page, click the Pencil 📝 icon inside the tile. 
   
   
    
3. Choose the Edit account info option.
   
   
    
4. On the pop-up page, tick the Disconnect this account on save box. 
5. Once done, click Save and Close. 
   
   
    
6. After closing it, the tile of the specific bank account will disappear from the page. 

Additionally, you can close your books to prevent any accidental changes that might affect your financial reports in QBO.

You can always respond to this thread and let me know if you have further questions about disconnecting your bank in QBO. Have a good one. 

Hi girkers,

Thanks for posting in the Community!

Direct bank feeds connection in QuickBooks Online operates based on banking days. That is why transactions processed by the bank on the weekend will become available on Monday. 

I understand you're still having fundamental issues with your bank transactions in QBO, I recommend contacting again our Customer Care Team. That way, they can check your previous tickets and raise an escalation to our banking engineers in a secure form and investigate the behavior encountered.

Post again in the Community if you have other questions. 

Hi Charlotte,

Thanks for posting in the Community!

Transactions showing in your tax year is based from the downloaded bank transactions in your QuickBooks Self Employed account. There might be a bank connection issue that is why there's no transactions from the second 6 months for the FY23-24 period.

Let's try to manually update your bank connection using below:

1. Log in to QuickBooks Self Employed using a web browser.
2. Click on the Profile icon and then Bank accounts.
3. Click on Refresh all.

If the issue remains, let's wait for another 203 hours and try again.

Furthermore, QuickBooks allows 3-colimn or 4-column format only. Make sure your CSV file has the Date, Description and Amount column only and remove other fields and columns.

Check this link for reference on how to Format CV files in Excel to get bank transactions into QuickBooks.

If the issue persists, I recommend contacting our Customer Care Team. That way, they can check your account and ask your details in a secure form.

Post again in the Community if you have other questions about your QuickBooks account. 

Thanks for posting in the Community, Odette.

There isn't any reported incident with bank transactions downloaded in reverse for Westpac bank account. If your bank is connected using the standard feeds connection. Let's use the steps below to refresh the connection.

1. Click on the Transactions tab and choose Bank transactions.
2. Click on the bank account and click on the Pencil icon.
3. Choose Edit sign in info.
4. Enter your banks log in details.
5. Click on Connect.

Check if the transactions have updated. If the issue remains, I recommend contacting our Customer Care Team. That way, they can raise a ticket to our banking team to help you.

Drop by again in the Community if you have other questions about QuickBooks Online. 

I appreciate your concern, Poll. I’d be happy to assist you with changing your bank feed to include all transactions from the last financial year.

In QuickBooks Online, you can typically download up to 90 days or, depending on your bank, up to 24 months of transactions directly through bank feeds. However, there is no option to specify a starting date for bank feeds to pull transactions from a specific financial year directly. Instead, you can manually upload transactions from your bank.

Here’s how:

1. Go to Transactions, then select Bank Transactions.
2. Select the blue tile for the account you want to upload the transactions into.
3. Click on the Link account dropdown, then choose Upload from the file.
4. If your account is not connected to online banking, choose Upload from the file.
5. Select Drag and drop or select files and choose the file you downloaded from your bank. Then, click Continue.
6. In the QuickBooks account dropdown, select the account you want to upload the transactions into, then click Continue.
7. Follow the onscreen steps to match the columns in your file with the correct fields in QuickBooks, then select Continue.
8. Choose the transactions you would like to import and click Continue.
9. Confirm by selecting Yes, then hit Done.

Furthermore, I recommend bookmarking these valuable resources to deepen your understanding of the reconciliation workflow in QBO and effectively address any errors you may encounter:

• Reconcile workflow in QuickBooks
• Undo or remove transactions from reconciliations

Please keep this conversation accessible for any future queries regarding transactions in QuickBooks Online. My team and I are committed to ensuring you feel supported and empowered in your business tasks. We look forward to assisting you!

Hi @JoannaW!

That sounds frustrating and an unusual wait time for an outcome. Have you contacted Support about this extended process? 

Thank you for joining this thread, @dpettett.

One possible reason you're unable to edit the account is that the primary user may have granted you limited access to the bank accounts. I’m here to assist you in resolving this issue.

Please ensure the primary admin grants you the necessary permissions to edit the bank account. For more information on user roles, you can refer to this article: User roles and access rights in QuickBooks Online.

Additionally, when accessing your account or disconnecting your bank, it's a good idea to use a private window. This helps prevent issues caused by corrupted cache files that can lead to unexpected behaviour within the software. Here are the keyboard shortcuts for opening a private window in different browsers:

• Google Chrome: Ctrl + Shift + N
• Safari 11 or newer: ⌘ + Shift + N
• Mozilla Firefox: Shift + Ctrl + P
• Microsoft Edge: Ctrl + Shift + N

You can also consider using another supported browser to enhance your experience while performing various business tasks.

After you're finished, if you're unable to download your bank transactions, you can manually upload them. You can check out this article for guidance: Manually upload your transactions, receipts, and bills into QuickBooks Online.

If you need further assistance with your bank connection or managing user access in QBO, feel free to ask! We're here to help.

Hi KB1160,

Let's get your bank transactions up to date in your QuickBooks Online account. Let's edit your bank sign-in information in QuickBooks using the steps below.

1. Click on the Transactions tab.
2. Click on Bank transactions.
3. Click on the bank account you need to update.
4. Click on the Edit or Pencil icon.
5. Click on Edit sign in info.
6. Manually enter your banks User ID and password.
7. Click on Save and connect.

Check the bank account if new transactions have downloaded on file. If the issue persists, kindly log in to your QBO account using a new incognito window and use the steps above to update your banks sign in info.

If the behavior is the same, I recommend contacting our Customer Care Team. That way, they can escalate a ticket to our banking team to help check the account connection.

In the meantime, you can manually upload CSV files to add your bank transactions in QuickBooks Online. 

Post again in the Community if you have other questions about online banking connection in QBO. I'm around to help you. 

Thanks for posting in the Community, Emma15.

NAB accounts have the option to connect through Standard and Direct feeds connection. It could both of your accounts have been connected under standard and direct feeds at the same time. 

You can keep the NAB account that has the correct bank balance and disconnect the other account that has incorrect balance. If you are not sure how to proceed, I recommend checking in with our Customer Care Team. That way, they can help check your account connection in a secure form and guide you how to proceed with keeping one NAB account.

Post again in the Community if you have other QuickBooks concerns.