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Level 1

Hello, We would need to connect our account with TransferWise bank account. Can you help us on that. Thanks

 
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QuickBooks Team

Hello, We would need to connect our account with TransferWise bank account. Can you help us on that. Thanks

Hi there, 

 

It's good hearing from you again. No worries, I'll give you a hand with connecting your bank account. 

 

Online Banking (also known as Bank Feeds) is one of QuickBooks Online’s most helpful and time-saving features. If you connect an account, QuickBooks automatically downloads and categorizes your bank and credit card transactions for you. Then all you have to do is approve the work. You get an up-to-date view of your sales and expenses with virtually no data entry required.

 

Since Transferwise isn't supported with QuickBooks, you're more than welcome to request support from your bank by clicking the Banking tab on your left navigation menu and searching for your bank name. Once you search for your bank name, you'll see a button which says Request support for your bank. Here's a screenshot for visual reference:

 

 

 

Otherwise, if you have a supported bank which you'd like to connect, follow the steps below:

 

 

Connect a bank or credit card account

 

Connect bank and credit card (including PayPal) accounts you use for your business.

You can connect as many accounts as you need. Feel free to connect accounts you use for both business and personal purchases, but you'll need to sort your personal expenses as you go.

   

To get started, you'll need to go to the Banking tab from your left navigation menu.

  1.    Select Connect from the landing page, or select Add account if you've already created an account.
  2.    Search for your bank. You can connect most banks, even small credit unions. 
  3.    If you can’t find your bank on the list but still want to add your transactions to QuickBooks Online, you can manually upload bank transactions from a CSV file.
  4.   Select Continue, then enter the username and password you use for your bank's website in the pop-up window. It may take a few minutes for QuickBooks Online to connect your bank account. You'll see onscreen instructions if your bank requires additional security steps.
  5.    Select the type of account you're adding (savings, chequing, or credit card). If you have multiple accounts with the same bank or credit card, choose the type for each one     you're connecting.    

If you're new to QuickBooks Online or don't see the option you need in the ▼ drop-down menu, select + Add New to create a new account on your Chart of Accounts.

  •     To create a new bank account: select Savings or Chequing for the Detail type. Fill out the rest of the form and then select Save and Close.
  •     To create a new credit card account: change the Account type from Bank to Credit Card. Fill out the rest of the form and then select Save and Close.  

    6. Select the date range for the download. Some banks download the last 90 days of transactions, others go back as far as 24 months.
    7. Select Connect.
       

For more information on connecting your bank in QuickBooks, check out this helpful article: Connect bank and credit card accounts to QuickBooks Online. Let me know if you need help with this. I'll be on standby. :)

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Anonymous
Not applicable

Hello, We would need to connect our account with TransferWise bank account. Can you help us on that. Thanks

@info546 ,

TW doesn't support QBO yet. As additional option, consider using another payment service. It supports QBO.

https://veem.grsm.io/veems

 

Hope it helps.