QB Issue Resolution:

As you’ve discovered, connecting your bank directly to QuickBooks requires that you have login information, so you won’t be able to do it that way. Not to worry, if you still have the transactions saved as a .CSV, .QFX, .QBO, or .OFX document, there’s another way you can manually bring them into the program so that your books are updated and balanced.


To start, manually create the account in your chart of accounts. Follow these steps.

  1. Click the Accounting tab in the left menu.
  2. Make sure you’re on the Chart of Accounts section.
  3. Click the New button in upper right corner of the page.
  4. Choose Bank at the account type and fill in the Detail Style and Name as you’d like (e.g. a Chequing account for CIBC).
  5. Verify all other necessary details.
  6. Save and Close.

Now that the bank is set up, you can use the bank file to import the data.

  1. Click the Gear icon in the top right of the screen.
  2. Select Import Data.
  3. Choose Bank Data.
  4. Browser for the file in question, then click Next.
  5. Choose the QuickBooks Account, which would be the bank account just created.
  6. Select Next.
  7. Follow the steps to map the document to QuickBooks.
  8. Select the transactions you’d like to import.

The article How to upload more than 90 days of bank transactions has more information about this process.


If you don’t have a downloaded file of transactions from the closed account, I suggest entering in the transactions manually or creating a .CSV document then following the process above to bring in the information. Otherwise, it’s ideal to speak with an accountant to learn the best way to record the information you need in your account.


To give your accountant the ability to see what’s happening in your QuickBooks by adding him or her as an accountant user. QuickBooks can also help you find an accountant if you don’t have one through our Find a ProAdvisor tool directly in your account. Simply click the My Accountant tab to learn how you can use your postal code to find accountants near you.

Resolution for Issue 'Need to Connect Account Info for Closed Account' available: Yes (Solved).
Source: Intuit Community forum.

Need to Connect Account Info for Closed Account: this issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the issue yourself by looking for a resolution described below. If it is a complex issue or you are unable to solve the issue, you may contact us by clicking here or by using other support options.

Support for Import Data
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Error Recovery for Import Data [Canada]
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