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B
brad35
March 31, 2020
Question

Is Standard Bank SA connected to QuickBooks?

  • March 31, 2020
  • 1 reply
  • 2 views
No text available

1 reply

C
ChristieAnn 11
Level 9
March 31, 2020

Hi there, brad35.

 

Thank you for posting here in QuickBooks Community.

 

Yes, Standard Bank SA is supported by QuickBooks Online. QuickBooks automatically downloads and categorizes your bank or credit card transactions for you. Let me help walk you through connecting your bank account in QuickBooks Online.

 

1. Go to the Banking tab located in the upper right.

2. Choose Connect Account from the landing page, or select Add account if you've already created an account.

3. Enter the name of your bank account and select if from the list.

4. Click Continue, then enter the username and password you use for your bank's website.

5. Choose the accounts you want to connect

6. Select the account type from the drop-down list for each account.

7. Choose the date range for the download.

8. Hit Connect.

 

For additional information, you can check this article: Connect bank and credit card accounts to QuickBooks Online.

 

Once done, please refer to this article on how to review downloaded entries: Match and categorise bank transactions in QuickBooks Online. This to ensure your books are accurate and there are no duplicates.

 

You can also check this article on how to resolve specific banking errors: What to do if bank transactions won’t download or there's a bank error.

 

Please know that you're always welcome to post if you have any other concerns. Wishing you and your business continued success.

J
jlouw1
April 1, 2020

This link isn't working at the moment. I have been using QuickBooks with Standard Bank for quite a while, but today is the 3rd day that I can't update my banking.

    R
    Rea_M
    Level 10
    April 1, 2020

    Hello there, @jlouw1.

     

    I'm here to ensure you can update your Standard Bank transactions in QuickBooks. This way, you'll be able to keep your books up to date.

     

    When you manually update your bank account in the Banking menu, your 3 days worth of transactions from Standard Bank should automatically flow in QuickBooks. Since your unable to do so, I'd recommend uploading your transactions using the WebConnect feature. 

     

    The WebConnect feature needs you to download your transactions from Standard Bank, then manually upload them. After you download, kindly follow these steps:

    1. Open QuickBooks Online.
    2. Go to the Banking menu.
    3. Click the Update drop-down arrow, then choose File upload.
    4. Select Browse to select the file.
    5. Choose Next.
    6. Select the bank account, then click Next.
    7. Click Let's go!.

     

    Once done, your recent downloaded transactions will be ready for review in the For Review tab. You can now match and categorise them. For the detailed steps, you can check out this article: Match and categorise bank transactions in QuickBooks Online. It also contains information on how to exclude your personal or duplicate transactions.

     

    Please let me know if you have other concerns. I'm just around to help.

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