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joe40
Level 1

I can't seem to set up "Bank Payments". The "connect Bank" link does not work, and the "Change" link doesn't work either. Can anyone help me with this?

 
3 Comments 3
Angelyn_T
QuickBooks Team

I can't seem to set up "Bank Payments". The "connect Bank" link does not work, and the "Change" link doesn't work either. Can anyone help me with this?

Hi there, @joe40. I can help you with setting up bank payments in QuickBooks Online (QBO).

 

A browser-related issue may affect your experience in setting up your bank account. For now, I'd suggest performing the steps through a private window to narrow down the result. Here are the keyboard shortcuts:

 

  • Google Chrome: press Ctrl + Shift + N
  • Mozilla Firefox: press Ctrl + Shift +
  • Safari: press Command + Shift + N

 

If it works, clear the cache of your main browser to remove browser history. Otherwise, use another supported browser as an alternative.

 

If you can't click on the Connect Bank or Change tab, it's possible that the pop-up windows are being blocked. You can run through solutions provided in this article to fix the error: Why doesn't anything happen when I select a button or link?.

 

On the other hand, I'm adding this helpful article as additional tips while setting up or connecting a bank account for payments: How To Setup And Use QuickBooks Payments.

 

Additionally, here's how you can link an account to QuickBooks to download your income and expenses automatically: Connect bank and credit card accounts to QuickBooks Online.

 

Let me know in the comment section below if you have follow-up concerns while connecting your bank. I'm always here to provide additional assistance. Wishing you a good one!

joe40
Level 1

I can't seem to set up "Bank Payments". The "connect Bank" link does not work, and the "Change" link doesn't work either. Can anyone help me with this?

I tried all your solutions and the links still don't work. 

Trish_T
QuickBooks Team

I can't seem to set up "Bank Payments". The "connect Bank" link does not work, and the "Change" link doesn't work either. Can anyone help me with this?

Hi joe40,

 

Thanks for getting back to us here.  It's important that you're able to accomplish your QuickBooks goals so you can get back to business as soon as possible.  I'd be happy to assist!

 

Follow these steps to get started with QuickBooks Online Payments;

 

1. Open Settings ⚙ in the top right and select Account and settings

2. Click on Payments from the left menu and then Learn more to see the pricing information

3. Select Set up payments

4. Follow the prompts to enter the required Business information 

5. Hit Next

6. Follow the prompts to enter the Owner information and then hit Next

7. Complete the Bank information 

8. Hit Submit when finished

Note;  You'll receive an email from our QuickBooks Online Payments team within 72 business hours with the status of your account and the next steps to complete the setup.

 

Here's how to connect your bank and credit card accounts;

 

1. Open Transactions, then select Banking from the left menu (Take me there)

2. Select Connect account if this is your first time connecting. Or select Link account if you've already created one.

3. Enter the name of your Financial Institution in the Search field 

Note: If you can’t find your bank but still want to add your transactions to QuickBooks Online, you can also manually upload bank transactions.

4. Select Continue and Sign into your bank by entering your online banking Username and Password

5. Follow the onscreen steps to connect. Your bank may require additional security and it may take a few minutes to connect.

6. Select the accounts you want to connect like your savings, checking, or credit card. Then choose the matching account type from your chart of accounts in QuickBooks.

7. Choose how far back you want to download transactions and then hit Connect

You're all set!  When you're ready to download your transactions, go to Transactions > Banking > Update.

 

If you require additional assistance, please don't hesitate to contact us.  Your success is our number one priority and we'd love to help!

 

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