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Level 1

I want to add my visa , when I'm setting it up it asks for a identification word. What is this referring to?

 
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QuickBooks Team

I want to add my visa , when I'm setting it up it asks for a identification word. What is this referring to?

Hi there, 

 

Adding your Visa account to QuickBooks helps with managing your account and I'll be happy to help with that. 

 

QuickBooks uses multi-level authentication which mean any verification questions you have through your bank, QuickBooks will use that. I recommend to check with your bank if you have security questions or prompts. The best way to check this is logging into your bank using a private/incognito window. Once you've checked the prompts, proceed with connecting your Visa account again.

 

Here's how:

 

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.