Bank Connection Details no longer displaying
under review
J
Jordan Martin
On the bank feed, when you click the "Edit Account Details" option on any of the accounts connected to QBO, the "Connected to at" section no longer displays the financial institution or the last for digits of the account like it used to.
We use this all the time especially when we are bringing on new clients to make sure we are connected and mapping into QBO properly.
For example, I've got a client with two checking accounts. One is connected and one is not. Now I have to wait for bank statements to figure out which one we still need to connect as there is no identifying information on this detail screen.
See the attached screenshot.
The status was updated to
under review