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Level 1

I want to add my card to the banking. It doesn't show up on the list available. How can I add it manually?

 
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QuickBooks Team

I want to add my card to the banking. It doesn't show up on the list available. How can I add it manually?

Hi there, 

 

Glad to have you reach out again. It's vital you're able to connect your card to QuickBooks and I'll be happy to give you a hand. 

 

In order to successfully add your card, follow the steps below:

 

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.    

For more info on this, check out this helpful article: Connect bank and credit card accounts to QuickBooks Online. 

 

If you've tried the steps above and you're still having issues, I recommend contacting our support team using this link.