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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.