Giovann_G
Moderator

Banking

Hello, DiCirrus.

 

I know it hasn't been easy for you not to see all your bank accounts linked to online banking on the Banking page. I'll ask more information so I can identify and provide correct solution in fixing it.

 

There are two methods for linking a bank account to online banking. You can do this through the Banking page or the Chart of Accounts (COA) page. Could you please tell me which option you used to connect your bank account to online banking?

 

Can you also share a screenshot of your COA and Banking page? It's possible that the connection failed, or you linked the other bank account to an online store, which will show up in the App transactions tab. You might have also created a new account rather than linking an existing bank account on the Chart of accounts.

 

As a workaround, you can upload your transaction manually without connecting it to online banking. Once the transactions are successfully uploaded, the bank account will appear in the banking page.

 

After you've downloaded your transactions, you can review and categorize them to ensure they are in the correct accounts.

 

I'll keep an eye on your respond, don't hesitate to add any details below. Have a great day.