DebSheenD
QuickBooks Team

Account management

Hello there, LStevens1. I want to ensure you'll be able to link your Capital One Account in QuickBooks Desktop.

 

Before proceeding to the troubleshooting steps, may I know the QuickBooks version you're using? Any additional information is a great help so I can provide a timely solution.

 

If you're using QuickBooks Desktop (QBDT) and you can't see the Bank Feeds option, I'd recommend running the verify and rebuild utility. This determines and self-resolves the most common data issues within your company file. Let me guide you on how:

 

  1. Click the Window tab and select Close All.
  2. Next, go to the File menu and select Utilities.
  3. Select Verify Data.
  4. If you see the message "Your data has lost integrity". Let's proceed with rebuilding your file.
  5. Go back to the File menu and choose Utilities.
  6. Select Rebuild Data.
  7. You'll receive a warning message to backup your company file, and click OK.
  8. As soon as the backup is finished, the rebuild will start.
  9. Click OK when you get the message "Rebuild has completed".

 

Reviewing your accounts to ensure that your real-life bank and QuickBooks balances are in sync is a breeze. This can be done by performing the reconciliation process. Once finished, you can also pull up a reconciliation report that you can save to serve as a reference to avoid reconciliation issues in the future.

 

Stay in touch if you have any other banking concerns. Don't hesitate to post again here. I'm just a few clicks away to help. Have a good one.