Get 50% OFF QuickBooks for 3 months*

Buy now

Switch to QuickBooks and 70% off for 3 Months

Sign In
How It Works
Explore Products
Support
- Get Started
- Topics
- Training
  - How-to videos
  - Webinars
- Community
- Resources
For Sales: 1-844-841-4279

Sign In
How It Works
Explore Products
Support
- Get Started
- Topics
- Training
  - Tutorials (Videos)
  - QuickBooks Courses
- Community
- Resources
For Sales: 1-844-841-4279

Sign In
How It Works
Explore Products
Community
For Sales: 1-844-841-4279

Sign In
How It Works
Explore Products
Support
- Get Started
- Topics
- Training
- Community
- Resources
For Sales: 1-844-841-4279

Sign In
How It Works
Explore Products
Community
For Sales: 1-844-841-4279

Sign In
How It Works
Explore Products
Support
- Get Started
- Topics
- Training
  - Video tutorials
  - Certification and training
- Community
- Resources
For Sales: 1-844-841-4279

Sign In
How It Works
Explore Products
Support
- Get Started
- Topics
- Training
  - Video tutorials
  - Certification and training
- Community
- Resources
For Sales: 1-844-841-4279

Sign In
How It Works
Explore Products
Support
- Get Started
- Topics
- Training
- Community
- Resources
For Sales: 1-844-841-4279

Sign In
How It Works
Explore Products
Community
For Sales: 1-844-841-4279

Sign In
- QuickBooks Community
Community

Plans & Pricing
How It Works
Explore Products

Talk to Sales: 877-683-3280

Hours

Mon - Fri, 5am - 6pm PST
Sat - Sun, 7am - 4pm PST

Product support & help

Need help signing in?

Get Started
Ideas
Product Updates
Events
QuickBooks Support
Resources

Ask the Community
Login

Home
QuickBooks Q&A
Banking

Banking

3,544 Topics
9,187 Replies

All Topics
Questions
Conversations
Ideas

3544 Topics

Manually adding bank transactions

Hi. I have a business savings account with a bank that does not support direct connection to Quickbooks. Previously I manually added transactions and as a result the savings account doesn't appear on the dashboard which is inconvenient. I know that I can manually import transactions from a properly formatted CSV file and that accounts added in this way should appear on the dashboard. My question is this. If I add new transactions to the business savings account using the CSV method, leaving the previously manually added ones in place, will this cause the account to appear on the dashboard or will I have to delete the manually added ones and then reimport from the start. This option may be complicated as the transactions are all transfers from  another account and deleting one side of the transfer might mess things up. 

1 year ago

rmedhurst1985

Banking

How do I get my transactions to load after my bank has expired?It expired a few weeks ago, I've renewed it, but the transactions from the expiry date aren't showing.

This happens all the time and before, I could talk to someone at QB and they would help me refresh it. This is no longer an option, so I was wondering how I can get this updated?

1 year ago

Olimadviolin

Banking

Can I reconfirm my bank account from my iPhone in the Quickbooks app? It doesn’t work!

No text available

1 year ago

kentglasssolutions

Banking

Hi, Is it possible to view only the customer payment as a single transaction rather than allocated to several customer invoices. In other accounting packages you only see the customer payment until you click onto the payment then it shows which customer invoices have been allocated to this payment?RegardsSharon

1 year ago

nickbenians1

Banking

My starling bank transactions are not showing in quickbooks. I am connected to quickbooks via the starling app, so the problem seems to be on the quickbooks side.

No text available

1 year ago

trang_nguyen

Banking

When I open bank transactions it keeps loading but never finishes loading. Tried on multiple machines. Any recent issues?

No text available

1 year ago

JCB808

Banking

After an update on case ref: [Removed] It's been over 2 weeks now and no further forward with banking connections. Replies to email are just AI generated apologies.

No text available

1 year ago

kafbarriball

Banking

Does anyone know how to actually speak to an advisor? I'm trying to download a bunch of missing bank transactions and it keeps failing.

No text available

1 year ago

simonedmonston

Banking

I can’t connect to bank

Trying to link my Monzo account. Accepts everything in Monzo, directs me back to QB then it’s just a blank page

1 year ago

Lyn-Sheridan

Banking

Can I see bank transactions fron 2024, i have just joined QBO filters dont seem to work?

how do I see all transactions from the last 12 months. I have just joined QBO. filters only go back to 01//012025

1 year ago

JCB808

Banking

Has anyone else in UK had "The connection id provided is not valid" when trying to link Lloyds Business Banking transactions?

No text available

1 year ago

tjpcarpentry

Banking

My starling bank account won’t save on QB I just get error 570 or 590, I’ve spoke to bank and all is accessible to QB but it won’t load on QB

No text available

1 year ago

juliesnow39

Banking

It won’t connect with my bank it asks me to save but won’t click

No text available

1 year ago

michael-dinwiddy

Banking

I can no longer connect to my Bank account.

Every three months or so I ave to reconnect to my business Bank account. But I appear to now be unable to do it. I am with Santander.

1 year ago

phil21399

Banking

It won’t let me connect my bank when I go on it I get to the accept part press it and it does nothing

No text available

1 year ago

ljwagriservices

Banking

when I try to connect my bank account, I get all the way to "confirm or select your account type". But then says "the connection id provided is invalid". Any ideas why?

No text available

1 year ago

shanemiron

Banking

Bank transactions not showing

How to fully link bank

1 year ago

joe269

Banking

My bank accounts won’t connect so I cannot link my transactions to my receipts.

No text available

1 year ago

htbsportclinic

Banking

Where can I find attachments on QuickBooks? A statement was shared from chase to QuickBooks

No text available

1 year ago

jwfthe3

Banking

I am A sole trader,I transfer money to pay myself. QB takes that of my turnover. I need to be able to take out money without it being taken off my turnover

i transfer money from my business account to my personal account

1 year ago

Jase11

Banking

When I am asked to reconfirm a bank account connection, on an iPad, the reconnect button does not work

It works using. A browser but not in the app

1 year ago

brightpoolsbucks

Banking

Added new bank account to my sole trader account on QuickBooks but it’s not showing transactions from new bank ? Or the right balance

No text available

Can anyone please help me with information on how to enter Etsy fees on QB? The fees have already been taken from my Etsy payouts.Hope you can help. Thank you.Chris

1 year ago

atcautos1

Banking

How do I reset profit and loss as wrong bank account was connected

No text available

1 year ago

bspb1981

Banking

I'm trying to connect my Monzo bank account but I click sign in and nothing happens. Any help?

No text available

1 year ago

Show more activity