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July 28, 2020
Question

Can not get Republic Bank to link to my account. It is not listed in the banks

  • July 28, 2020
  • 1 reply
  • 1 view
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1 reply

IamjuViel
Level 8
July 28, 2020

Getting your bank connected with QuickBooks is my priority, @r86bryan-gmail-c.

 

The First Republic Bank has upgraded its digital banking experience. Let's make sure to use the First Republic - Digital Banking when linking your bank.

 

Here's how

  1. Go to the Transactions menu.
  2. Choose the Banking tab.
  3. Click the Add Account button.
  4. From the Connect an account window, enter First Republic - Digital Banking.
  5. Select the link for First Republic - Digital Banking.
  6. Type your User ID and Password.
  7. Click Log In.
    • If you were assigned a First Republic QuickBooks access code, that code no longer applies. Please use your First Republic Digital Banking password in QuickBooks going forward
  8. After all the accounts have been matched, click Connect.
  9. Select I'm done. Let’s go!

Once you're able to successfully connect your bank, it will automatically download 90-days worth of transactions. You can now review and categorizes these transactions. You can refer to this article for more insights: Categorize and match online bank transactions in QuickBooks Online.

 

Also, I've added these articles to help you resolve unexpected issues when linking your bank:

.Let me know if you have other questions about using the online banking feature. I'd be glad to answer them for you. Wishing you the best.