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October 30, 2022
Question

I have a virgin M account that used to be linked via QB. However now when I connect it only gives option to connect my personal virgin accounts and not my business.

  • October 30, 2022
  • 1 reply
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1 reply

October 30, 2022

Hello there, aileneyoung-outl.

 

We should be able to link the Virgin Money business account in QuickBooks as long it is still supported by our program. First, I'd like to ask if any errors occurred when trying to relink the business account. If yes, feel free to let me know. This helps me check further using my available resources here. Also, we can contact your bank to see if there's an ongoing issue on their side.
 

I would recommend checking this article to keep you up-to-date about the availability of the bank account: Understanding if you can upgrade your bank feeds to Open Banking

 

Meanwhile, we can manually upload the bank transactions using the CSV file to continue bringing them to QuickBooks. First, download transactions from your bank by logging in to your bank's website. Then, follow the given instructions on how to download transactions and save the file on your desktop or anywhere you can easily find it. 

 

Once done, upload them to your book by following these steps:

 

  1. Sign to your QBO account and select Transactions on the left panel.
  2. Click Link account drop-down arrow.
  3. Select Upload from file. Then, click the file you've saved on your computer.

 

We can use these articles as additional reference in fixing bank upload errors, categorizing transactions after imported them, and the reconciliation workflow in QBO:

 

 

Let me know if you have other questions about linking accounts in the program or have concerns handling bank data. I'm here here to assist you anytime. Stay safe.