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soll_accounting
Level 2

Can pcfinancial credit card be connected to QB?

 
2 Comments 2
RhoiceW
QuickBooks Team

Can pcfinancial credit card be connected to QB?

I appreciate your interest in integrating pcfinancial with our program, Soll. Let's verify your bank account if supported by QuickBooks Online (QBO) by entering the bank's name or using the URL of your bank's website. Let me guide you through the step-by-step process below.

 

To verify your account, follow these steps:

 

  1. Go to Transactions.
  2. Select the Link account dropdown, then select Add account.
  3. Enter the bank name or the URL of your bank's website.

 

If your bank is unavailable, you can consider requesting to add a bank to the system. Intuit seeks approval from your financial institution to ensure compliance with their regulations.
 
Here's how:

 

  1. Go to Transactions, then select Bank transactions.
  2. Select Connect account.
  3. Locate the name of your financial institution. If QuickBooks cannot find your bank, you will receive a notification.
  4. Enter your Account provider name and Account provider sign-in URL, then select Request.

 

In the meantime, you can manually upload your transactions within the platform to manage them continuously.
 
Moreover, I'm adding this article to help you manage your transactions more effectively in the future.
 

Thank you for choosing QuickBooks Online. We are committed to providing the best solutions to meet your needs. Reply anytime if you have further concerns. The Community is here to help you.

Chrea
Level 8

Can pcfinancial credit card be connected to QB?

@soll_accounting 

If it doesn't support QBO yet, use csv2qbo converter tool as a workaround. It's a $60 one time license.

https://www.moneythumb.com/?ref=110

 

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