Resolve missing accounts when linking a bank
The Link to account in QuickStart list is empty when QuickStart has no eligible account for the external bank or credit card account. The account might not exist, might have an incompatible account type, or might already be linked to another external account.
Finish the bank connection and choose to link the account later. On Connected accounts, the external account remains in Not linked status and does not import transactions until it is linked.
To resolve the problem:
- Create an account with an account type that matches the external bank or credit card account, or unlink the QuickStart account from an incorrect external account.
- Open Menu > Banking > Cash management > Connected accounts.
- Find the external account in Not linked status, and select Link bank account.
- Select the corresponding QuickStart account and the transaction age for the import.
- Select Link.
QuickStart starts importing transactions after the account is linked.