Learn how to look up your bank when you connect it to online banking in QuickBooks Online and QuickBooks Self-Employed.
When you set up online banking, you connect your bank and credit card accounts to automatically download transactions. If you can't find your financial institution when you set up, don't worry.
There are a number of reasons this can happen, but there are some steps you can take to find the right one.
Search for your bank
If you can't find your bank when you search, check the following:
- Verify the spelling. Make sure the spelling is exactly as it appears on your bank's website.
- Use very specific names to search for your bank. If you still can't find anything, try broader names like "Citi."
- Enter your bank's URL into the search. For example, search for "hsbc.com" for HSBC.
Request support for your bank
If you have tried all the options matching your bank's name and still can't connect, or if your bank doesn’t appear, request support for your bank.
In QuickBooks Online
- Go to the Banking menu or Transactions menu.
- Select Add account.
- Search for the name of your financial institution. If QuickBooks is unable to find your bank, you will get the message, "Hmm, we can’t find [name of the bank you entered] in our list of supported banks," and you will be presented with helpful tips to try and locate your bank account.
- If you’re still unable to find your bank, select Request support for your bank.
- Enter your bank's web address (URL) in the field provided, then select Request.
In QuickBooks Self-Employed
- Select the profile ⚙ icon and then Bank accounts.
- Type your bank into the search box.
- Select Request support for your bank.
- Enter the bank name and URL.
- Select Request.
|Tip: If none of the above steps solves the issue, you may still be able to download transactions from your bank's website and manually upload them to QuickBooks Online. Here's how to import bank transactions from Excel CSV file to QuickBooks Online.|