AliceMaria1
Level 1

Banking

Hi- 

I've done all of that. The issue is a glitch on Quickbooks' side. My bank is supported, and I had successfully downloaded transactions as recently as April 9, until I disconnected and tried to reconnect. My bank is not able to be chosen from the Bank Feeds Step 1 screen. It is a supported Financial Institution. I can still download my credit card from the same bank. Quickbooks needs to make my bank selectable on the Bank Feeds Step 1 screen. 

Try it yourself, and you will see the error: 

  • Go into Quickbooks Desktop Pro 2021.
  • Go to the Banking tab at the top of the screen. 
  • Go to Bank Feeds
  • Go to Set Up Bank Feeds for an Account
  • The dialog box opens - Step 1 Find Your Bank. 
  • This is the step where my bank (Suncoast Credit Union) is not selectable. 

To check that the bank is supported:

  • Go to the Banking tab at the top of the screen. 
  • Go to Bank Feeds
  • Go to Participating Financial Institutions
  • Suncoast Credit Union is listed as a supported Financial Institution for webconnect and direct connect. 

bank feeds 3.PNGbank feeds 4.PNGbank feeds 5.PNG