Troubleshooting – Question 4
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Home / Resources / Knowledge base / Troubleshooting / A bank account that is registered in Quickbooks does not appear in my dashboard
A bank account that is registered in Quickbooks does not appear in my dashboard
For a bank account registered in Quickbooks to appear in your dashboards, your Kiiper company must be integrated with the Quickbooks organization and the bank account must be configured.
Therefore, the first thing you need to validate is that you are connected to your Quickbooks organization (you can do this from the Company Settings, Integrations tab). Then go to the Bank account Management module and verify the list of banks that are pending configuration (check in the archived ones). Once you complete the bank configuration, it will appear in the dashboard.
For a bank account registered in Quickbooks to appear in your dashboards, your Kiiper company must be integrated with the Quickbooks organization and the bank account must be configured.
Therefore, the first thing you need to validate is that you are connected to your Quickbooks organization (you can do this from the Company Settings, Integrations tab). Then go to the Bank account Management module and verify the list of banks that are pending configuration (check in the archived ones). Once you complete the bank configuration, it will appear in the dashboard.
Consideration:
- If you have just created the bank account in Quickbooks, press the update button in the Bank account Management module, so that the list of banks in your accounting system is refreshed.