Skip to main content
August 30, 2023
Question

Getting past the "connect to your bank account page"

  • August 30, 2023
  • 1 reply
  • 0 views

I want to manually reconcile.  However, when I logged in today it's stuck on a "connect to your bank account" see what's new page.  How do I get past this??

1 reply

August 30, 2023

I can assist you in resolving the prompt message that appears when attempting to reconcile in QuickBooks Online manually, CorinnaPNRC.

 

In QuickBooks Online (QBO), you can reconcile an account without connecting to online banking. QBO offers a manual reconciliation feature that enables you to reconcile transactions without linking your bank account. 

 

If it's your first time reconciling and clicked the Connect Now hyperlink, you can go back to the Accounting menu, select Reconcile, and ensure to click the Get Started button instead. Please see the attached screenshot for your visual reference.

Once you complete the steps, you will successfully bypass the prompt message and be able to start the reconciliation process.
 

Additionally, you have the option to explore these sources that provide comprehensive information on resolving problems related to reconciliation:

 

 

Let me know if there's anything else you need help with reconciling in QBO. I'll be right here to assist you anytime. Keep safe!