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Search or request support for your bank or credit card account when connecting to online banking

SOLVEDby QuickBooks4Updated 1 day ago

When you connect your bank feed to QuickBooks Online, it can get confusing when your bank isn't listed in the way you expect.

If you can't find your bank when you search:

  • 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

  1. Go to Transactions, then select Bank transactions (Take me there).
  2. Select Connect account.
  3. 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.
  4. If you’re still unable to find your bank, select Request.
  5. Enter your bank's web address (URL) in the field provided, then select Request.

In QuickBooks Self-Employed

  1. Select the profile ⚙ icon and select Connect bank.
  2. 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.
  3. Select Request support for your bank.
  4. Enter your bank's web address (URL) in the field provided and 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 upload more than 90 days of bank transactions through Web Connect or import bank transactions from Excel CSV file to QuickBooks Online.

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