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October 30, 2021
Question

We could unable to connect the city union bank transactions. we are trying to connect last 6 days.

  • October 30, 2021
  • 1 reply
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1 reply

LieraMarie_A
October 30, 2021

I'll help make sure you can connect your bank, @karthika.

 

Are you getting any error messages when trying to connect the City Union Bank in QuickBooks Online (QBO)? Some banks have multiple names on our list. You can try logging in to all bank's extensions if there are multiple results when you search it by name. 

 

If you have tried all the options, you can request support from your bank. This way, they can help establish a one-way connection with QBO. Refer to this link and proceed to Step 3Find your bank or credit card account.

 

In the meantime, you have the option to manually import your transactions into QBO. I'd be glad to discuss this in detail. First, let's download the file from your bank's website. 

 

Here's how:

  1. Sign in to your bank or credit card’s website.
  2. Follow your bank’s instructions for how to download transactions to your computer. (Please take note that some banks call this WebConnect.)
  3. Make sure the date range for the download is at least one day before your oldest transaction.
  4. Download your transactions and save the file somewhere you can easily find it.

 

Then, review the file format and size before uploading it into QBO. The maximum file size is 350 KB. If your file is too big, shorten the date range and download your transactions in smaller batches. Also, let's make sure that you're using one of these formats:

  • Comma-Separated Values (CSV)
  • QuickBooks Online (QBO)
  • Quicken (QFX)

 

Once done, here's how to start your upload if you've connected your account to online banking:

  1. Go to the Transactions or Banking menu. Then, select the Banking tab.
  2. Click the blue tile for the account you want to upload the transactions into.
  3. In the Link account drop-down menu, select Upload from file.
  4. Click select file and choose the file you downloaded from your bank, then click Continue.
  5. From the QuickBooks account drop-down, select the account you want to upload the transactions into and click Continue.
  6. Follow the onscreen instructions. Match the columns on the file with the banking fields in QuickBooks, then select Next.
  7. Select Let's go.

 

After you download your transactions in QuickBooks, you can review them in the For Review tab to make sure all of your data is downloaded. 

 

You can also refer to this link on how to fix common bank errors: What to do if you see a bank error or bank transactions won’t download.

 

Feel free to get back to me if there's anything that I can help you with. Stay safe!