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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.

  1. Go to Transactions, then select Bank transactions (Take me there).
  2. Select Link account.
  3. 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.
  4. 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.”

QBO_EN_CA_Ext_12152021_1.PNG

  1. Select Request.
  2. Enter your financial institution and it's Internet address (for example, www.nameofbank.com):

QBO_EN_CA_Ext_12152021_3.PNG

  1. 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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