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January 30, 2020
Question

The Bank option is not displayed when adding a new account to the chart of accounts

  • January 30, 2020
  • 1 reply
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1 reply

RenjolynC
January 30, 2020

I'd like to help you get this sorted out, btaylor4.

 

Is the bank account added in the Chart of Accounts already connected to your online banking? If so, this will be displayed in the Banking page under Bank and Cards.

 

If you're trying to connect your bank, but the account created in the Chart of Accounts is not showing up in the Account drop-down, then we can perform some troubleshooting steps.

 

Here's how: 

  1. Open an incognito or private browser because this mode doesn't store cache. Then, go to http://qbo.intuit.com/ and log in to your account. Once logged in, go to Banking > Baking tab > Add account  and try to connect your bank.
  2. If you can select the account from the drop-down list, then go back to your regular browser and clear the cache. This helps refresh the browser settings.
  3. Alternatively, open your account in a different browser (Internet Explorer, Firefox, or Safari).

If you're getting the same result, please reach out to our Customer Care Team by following these steps:

  1. Click the Help icon located in the upper right-hand corner.
  2. In the Help window, click the Contact Us button located at the bottom.
  3. Enter your question and click Let's talk.
  4. Select Start messaging or Get a callback.

 

Please keep me posted on how it went after the call. Thanks.