How to Connect Bank and Credit Card Accounts to QuickBooks Online.

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 

When I open the QBO file on my computer, it says to, “Use an existing QuickBooks account if the account you are importing the transactions into is already set up in QuickBooks.

I have 8 active credit card accounts set up in QB, one of which is the credit card account I want to download the transactions to. In the drop down menu, only 1 of my existing QB credit card accounts is showing up as an option to chose. I noticed that the 1 showing up is the only one without a lightning bolt next to it in the Chart of Accounts.

Don’t know what the lightning bolt means, as there’s nothing in Help about it, but it seems to be related to this issue in some way. I’m going to have to manually input the data instead of uploading the transactions if I can’t get an answer, so please help!

The lightning bolt symbol that you see for your credit card accounts in your Chart of Accounts means that it’s already associated with online services.

The reason why the only account showing on the drop-down menu is the account without a lightning bolt is due to the system being unable to recognize the Web Connect file you’re trying to import. So it’s providing you a credit card account that isn’t linked to online services yet.

This way, you can ensure that the Web Connect file will be downloaded directly to the correct credit card account. In case you encounter any issues when doing a Web Connect import, open this article: Fix Web Connect import errors. Feel free to utilize the comment section below if you have other questions, I’ll be sure to get back to you. Hi there, hopefulhomes.

The Banking menu can be found on the upper toolbar. I’m going to show you a screen shot for your reference. Thank you! I am going to the Bank Feeds Center, where my banks and credit cards are listed, but none except one of the credit cards have “Download Transactions” as a choice, so I can’t continue with the instructions as written above.

I would post a screen shot but for some reason whenever I try the message system indicates an error for non-acceptable HTML and won’t let it go through, even though it’s just a PNG picture. There are no new transactions to review. Learn how to manually download transactions.

Please let me know where I go from here as the next step. Thank you for following up on this issue. I’d be glad to lend a hand and provide info with downloading bank transactions. Since the steps provided above weren’t successful, let’s go ahead and do some necessary troubleshooting steps to get you back to business. To ensure the bank security requirement, log in to your account outside of QB Desktop and check the Message Center or Notifications.

Next, are you able to get the same results in Classic Register view? This can be more forgiving forgiving the OFX formatting standards banks are required to use for statement download or import. Then, once you’ve completed the steps above, continue to troubleshoot with Step 1.

In my case, it turned out to be that the last four digits of the account number on my credit card had been changed due to a lost card or something, and because the account ID in the QBO file didn’t match the account number in QB, QB couldn’t assign the transactions to the account. Look for a field like this in the QBO file, about 30 lines from the top:.

It will now import properly. I have the same problem. I have set up “online banking” through the Banking tab several time but the credit card, Capital One, still is not in the drop down menu.

Usejng Quickbooks for Mac V The problem is not with the bank, I have set up “online banking” through the Banking tab but the credit card, Capital One, still is not in the drop down menu. The QBO has downloaded but I can’t complete the process by importing because bank is not in the menu. Using Quickbooks for Mac V Let’s make sure you are bringing the downloaded transactions into the correct account. Usually, it occurs when the account number from your bank is different from what is in QuickBooks.

I’ve attached a thread from this post where our Community backers, SkinnyRaven and former Intuit online tech support, matts , answered this relevant question. If the issue persists, or the details and account number indicated in the. They have tools to see this via screen-share to find the cause and resolve it as soon as possible. If you have other concerns with importing bank feed transactions, feel free to place them below. I’m here to help you anytime.

Have a safe day ahead! Thank you but, no, I did this already and the last 4 of the account is the same in the downloaded file. Since my colleague’s troubleshooting process didn’t solve your issue with importing Web Connect. They’ll be able to pull up your account in a secure environment, conduct further research, and create an investigation ticket if necessary.

You’ll additionally be able to find many detailed resources about using QuickBooks in our help article archives. What I eventually figured out, with trial and error, is that you have to go to the credit card that you are trying to import under the Bank Feeds section, and then Disconnect it from Bank Feeds.

Then when you open the QBO file on your computer, that Credit Card will show up in the dropdown menu so you can choose it, and then the transactions will download. What I finally figured out, through trial and error, was that you need to disconnect the Bank Feed in QuickBooks for the credit card account you want to download the transactions from. Then when you open the QBO file you have downloaded onto your computer, it will list that credit card account in the dropdown menu so you can choose it.

None of the other suggestions listed above worked for me, but that seems to work consistently. Wish they would make that process easier. I’ve got the exact same setup and problem as GBrants1.

It also occurred, like Julia, when they sent me a new card due to some fraudulent charges. It worked seamlessly prior to this. I changed to the new account number in Quickbooks, but to no avail.

I looked at the QBO file using textedit and see that the last four digits match up now. It still won’t work. I appreciate you providing details of your concern, JRMastera. Let’s try to disconnect then reconnect your Capital One account in QuickBooks. This will help to refresh the connection of your account. Here’s how:. You might also want to visit this wonderful guide to browse topics that can help you with your QuickBooks tasks.

To get started head to the QuickBooks for Mac user’s guide. Let me know how this goes and post a reply below if you need further assistance downloading your bank transactions. I’m always around to help. Have a good one. I can’t adjust them I’ve tried this several times.

But it says Not Enabled, so I proceeded with your instructions So I went ahead and downloaded a QBO file and continued to follow your instructions. But, I can’t “select a matching Quickbooks account in Store” because the account is not showing up in teh drop down menu after choosing Downloaded Transactions. All of my Bank of America Accounts show up, and they work fine, but the Capital One account just isn’t connecting.

I’m also not finding “Store”. Where is that? I’ve tried this several times in the past, so there must be some glitch with Quickbooks connecting a Capital One account. It worked in the past, but somewhere along the line the connection there was messed up relatively recently. Yes, see my post right above yours for the actual solution that works. Disconnect that specific account from bank feeds, then when you double-click and open the QBO file that you have saved to your computer, that account will show up in the drop-down menu for you to choose.

Very simple. Tried all the long steps laid out above, and none of it worked. This simple solution does. This has been a problem with Qbooks forever. I have had to do this a few time over the years as my credit cards changed and the process is terrible and once every 4 years or so, i have to go to the internet and figure this out all over again! So I am 2 hours into this and still not having any success.

Same issue as above, my card was compromised and I had to replace with a new number. Trying to download my transactions and continue. Seems like the last time i did it, i created a new account, then merged them and deleted the old one. By clicking “Continue”, you will leave the community and be taken to that site instead.

Enter a search word. Turn off suggestions. Enter a user name or rank. Turn on suggestions. Showing results for. Search instead for. Did you mean:. Connect with and learn from others in the QuickBooks Community.

 
 

 

Connect bank and credit card accounts to quickbooks desktop.How to connect your bank and credit cards to QuickBooks Desktop

 

Once you connect your accounts, transactions will download and categorize. All you have to do is approve them. To watch more how-to videos, visit our video section. Note : American Express Business accounts require a few different steps. Learn how to connect an American Express Business card.

QuickBooks downloads transactions so you don’t have to enter them manually. Refresh the bank feed to download your latest transactions.

By clicking “Continue”, you will leave the community and be taken to that site instead. Enter a search word. You are required to select your bank afterward. Once the setup is over, you can find the easy recording of transactions as the main benefit. Adding up your credit card account in QuickBooks Desktop can help in automatic transactions.

The Chart of Accounts options is required to do so. Pick the Account button and then click on the New option. Users can add credit card accounts to QuickBooks to save their time through automatic transactions and not entering the information manually. The blog mentioned the steps for adding the account in QuickBooks Desktop.

Give the account a name and then select Save and close. Connect your bank account from your chart of accounts optional Go to Bookkeeping and select Chart of accounts Take me there. Find the account you want to connect to. Then select Connect bank. Follow the onscreen instructions to connect your bank to QuickBooks these steps are the same as listed above, starting with step 5. Throughout this, you can easily track your business payment accurately including data and time.

The following steps help you to learn to connect the bank and credit card accounts to QuickBooks Online. Point to be Noted : If you are unable to locate your bank but are still required to add all transactions to the QuickBooks online then you can do it manually.

The bank must be required security checks to find authorized users. Once you connected with your account, you can automatically download the transactions. Update and get the recent transactions with the following steps:.