I've also viewed the screenshot you've attached. You can only set up one account per bank when connecting it to QuickBooks.
There are a few reasons why you get. I also suggest reaching out to our phone support team since the unexpected behavior still persists.
To reach them:. You can also check this article that can help you set up and categorize your bank feed transactions. Bank feeds was working for all of them until yesterday when it suddenly did not work. I deactivated online banking for all of them, then tried to reactivate it and got the failure messages. When I started up my computer and QB again today, I was able to link our account to the bank and connect to all of our checking accounts again! I'm not sure what happened - I had rebooted and restarted QB several times yesterday with no luck.
Just wondering I installed a big Windows 10 update the day before yesterday - wonder if that messed up anything? I appreciate hearing again from you, netgreen. There are several possible reasons why you're unable to connect your bank with QuickBooks.
Changes made on your operating system Windows 10 such as the updates you've installed may affect the performance of any software installed on it. It is really important to reboot your computer to ensure that all system components are configured properly when installing an update. Let's disconnect and reconnect the same bank account with QuickBooks.
Let me guide you with the steps. Before you disconnect the account, make sure to add and match the existing downloaded transactions. Then, connect the same account using the new bank URL. Transactions from the past 90 days will be added. You'll have to exclude them if they're already added to the system. I have followed all the suggestions above, but my bank account name I need to import the transactions into is not available on the drop down.
I have rebuilt my file and deactivated the online services, but when I try to import the file, my main bank account is not available in the drop down.
At this time, I'd recommend reaching out to our Phone Support team. An agent will do a screen share with so this will be investigated by our engineers. QB will ask to merge these accounts. After merging you can reactive the bank feeds. I did this through the bank feed center as previously described.
The only downfall is that all the transactions will now show to be unreconciled. I fixed this by reconciling all transactions up to my last statement date leaving only the transactions in the current statement. This worked and all feeds are reactivated. After installing a QB update it now will not post my online transactions because of special characters. I have made sure my chart of accounts have no characters. However my bank often uses characters such as which I have no control over.
Very frustrated. 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. Join now. Level 2. Bank Feeds I have been able to download transactions from my Citibank account to my Bank account in QuickBooks Desktop for 2 years, but now suddenly it does not recognize my Bank account in QuickBooks.
Labels: QuickBooks Desktop. Showing results for. Search instead for. Did you mean:. Connect with and learn from others in the QuickBooks Community. Join now. Level 4. It is not opening its own browser like desktop pro Solved! Labels: QuickBooks Desktop. Reply Join the conversation. Best answer January 28, Best Answers. Level You can use Chrome.
I never do that. I use FireFox to come to the community forums. Level 1. Feel free to reach out to me if you need my help. Level 2. When I click the "refresh account" button in bank feeds, the message I get from Chase in the IE popup says see pic : "Please update your browser.
Annotation QuickBooks Team. Rest assured we are finding ways to improve our product the way your business needs. I'll be glad to help you if you have any other questions. Level 3. I don't know how to make this any clearer. Ensure that your QuickBooks is updated to the latest version. Select the Banking menu and go to Banking Feeds. Choose Set up Bank Feed for an Account.
Click Yes to proceed. Type in the name of your bank. From the Bank Feed Setup window, click the Continue button. Enter your Chase Bank account login credentials. Click Connect. Follow the instructions that follow. Get back to us if you have other questions.
I'm always here to help. I also think many of the customers that are adding comments are not using Deflecting the question is not answering. Any upgrade that I do will be with an entirely different system.
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. Join now. Level 1. On Edge about importing QBO files. QuickBooks Browser. Reply Join the conversation. QuickBooks Team. I can imagine how inconvenient this is for you and to your business.
I'd be glad to show you how: Open a web browser and sign in to your bank account using your normal process. Download your transactions as a QuickBooks Web Connect. Click the QBO file you saved, then select Open. Select Create a new QuickBooks account. Click Continue and then OK. Then go to the Bank Feeds Center to review your transactions. Please tell us all this update is coming soon? You can also submit your own feature requests while signed in. Choose a Type of Feedback and Product Area optional from the available drop-down menus.
Select Send Feedback. Pick a company. Click Request backup. Level 2. Click New company. Select Express Start. Follow the onscreen steps to finish the setup.
Go to Help. Select QuickBooks Desktop Help. Change your file name or create a folder instead. QuickBooksHelp Intuit. Learn how to upload or download your file s to and from Intuit Customer File Exchange. Step 2: Upload your file s or documents You can send us any kind of file.
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