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How to add a new financial institution in QuickBooks Online
by Intuit•1• Updated 8 months ago
Learn how to add a new financial institution be added to QuickBooks Online.
- Go to Transactions, then select Bank transactions (Take me there).
- Select Link account.
- Search for your financial institution by name or it's Internet address (for example, www.nameofbank.com). QuickBooks Online searches to see if your financial institution is already added.
- If your financial institution is not already added to QuickBooks Online you will encounter the following message:
“Hmmm, we can’t find [FINANCIAL INSTITUTION] in our list of supported banks.”
- Select Request.
- Enter your financial institution and it's Internet address (for example, www.nameofbank.com):
- Select Request.
While your request to add a financial institution to QuickBooks Online is being prioritized you can manually upload your transactions to QuickBooks Online.
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