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heimdal's avatar
heimdal
Experienced Cover User
2 years ago

Bank account not showing under bank transactions

Hi,

I have about 5 bank accounts set up under my account, some linked and some not. I created a new bank account, which looks the same as the other accounts set up. However, it does not show as a bank account under bank transactions and doesn't show under the reconcile option. 

 

Any suggestions are appreciated.

2 Replies

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  • Hi heimdal 

     

    Thanks for your post. Only accounts with bank feeds set up will appear in the Bank transactions window. In the Reconcile accounts window, only accounts with the Account types Bank or Credit card will appear for selection in the Account field.

     

    If the account is not appearing in the Reconcile accounts window, go to Accounting>>Chart of accounts>>open that account and check the Account type.

     

    Please let me know if you need further help.

     

    If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.

    • Michael_Cane's avatar
      Michael_Cane
      User

      I have same problem. Can see account in chart of accounts - cannot see in reconcile window