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July 29, 2022
Question

Can someone please help on how to connect the nedbank account?

  • July 29, 2022
  • 1 reply
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1 reply

MariaSoledadG
July 29, 2022

Let make sure you'll be able to connect your bank, b-molosioa-gmail.

 

Before we start, did you receive any error? We can try connecting your bank through a private browser to avoid internet files that might be causing unexpected behavior within the system. You can use these keyboard shortcuts to open one: 

 

  • Press Ctrl Shift (Google Chrome).
  • Ctrl Shift (Firefox).
  • Control Option (Safari).

Then, follow these steps in connecting your bank:

 

  1. Go to Bookkeeping, select Transactions, then select Bank transactions (Take me there).
  2. If you're connecting an account for the first time, select Connect account on the landing page. Or if you've already connected online banking accounts in the past, select Link account.
  3. In the Search field, enter your bank's web address (such as http://www.bank.com) that you got from visiting the bank’s website. Or, enter your bank’s name.
  4. Select your bank in the search results. Note: If you see multiple options, select the type of account you want to connect. For example, if you’re trying to connect your business account, select the option labelled “Business” if there is one.
  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. If your bank offers a Show option, select it so you can confirm you entered the password correctly.
  7. Select Continue.

 

If you're able to link your account without any prompts or error, you can switch back to the main browser and clear the cache. You'll also want to alternatively use other supported browsers to link your account and manage your bank feeds. 

 

Additionally, although Online banking is one of the biggest time savers. There may be times there's latency in downloading transactions which causes delays. Learn to upload transactions manually. For more information, check out this article for more details: Manually Upload Transactions Into QuickBooks Online.

 

If you have any concerns about connecting your bank accounts, just let me know so we can get back to you. We're always right here to help you all the time.