Hello there, @carol134. I’m here to ensure you can connect your bank account to QuickBooks Online.
Before we proceed, could you please let me know which bank institution you are using? Is this your first time linking your bank account to the program? Have you encountered any error messages? This information will help me identify any reported issues related to your experience.
There are a few reasons why you might be having trouble connecting your bank to the program. One possibility is that your bank has multiple listings, so please ensure that you have selected the correct one or tried all available options. Additionally, not all types of accounts may be compatible with your bank.
For detailed information, kindly visit: Search or request support for your bank or credit card account when connecting to online banking.
In the meantime, let's log back into your bank's website to ensure that we are linking the correct account. Once logged in, we can copy the bank's URL and enter it into the Search field. This way, we can be certain that we are linking the correct account in QuickBooks.
Here's how:
- In your QBO account, go to the Transactions tab, then select Bank transactions (Take me there).
- Click on Connect account.
- Paste the bank’s URL in the Search bar.
- Select your bank. If you see multiple options, you may have to repeat these steps to find the correct one.
- Enter your bank login on your bank's website, then select Continue.
Please refer to this article for more information on the troubleshooting steps you can take if you encounter error messages: Fix specific bank errors.
If the problem persists, I recommend accessing your account using a different web browser or opening a private browsing window. This will help determine if the issue is specific to the browser you are currently using.
To open an incognito window, you can use the following keyboard shortcuts:
- Mozilla Firefox & Microsoft Edge: Press Ctrl + Shift + P
- Google Chrome: Press Ctrl + Shift + N
- Safari: Press Command + Shift + N
If the issue persists even after performing the above steps, I suggest manually uploading your transactions as a workaround. Once done, categorise and match them in QuickBooks Online.
Additionally, if you have recently added older transactions to your account, you may find this article helpful in reviewing and modifying your opening balance: Reconcile transactions that are older than your opening balance in QuickBooks Online.
I'll be here to share other details with you if you have more banking questions. Just kindly add them to your reply and I'll be sure to provide the necessary assistance.
