Find your bank or credit card account when you connect to online banking in QuickBooks

Note: This article is for customers using QuickBooks Online (Advanced, Essentials, Plus, and Simple Start) and Sole Trader

Learn how to look up your bank when you connect it to online banking in QuickBooks.

When you set up online banking, you connect your bank and credit card accounts to automatically download transactions. If you can't find your financial institution when you set up, don't worry.

There are a number of reasons this can happen, but there are some steps you can take to find the right one.

Step 1: Search for your bank

If you can't find your bank when you search:

• Verify the spelling. Make sure the spelling is exactly as it appears on your bank's website.
• Use very specific names to search for your bank. If you still can't find anything, try broader names like "Citi."
• Enter your bank's URL into the search. For example, search for "hsbc.com." for HSBC.
• Search for the name of the issuing bank, meaning the bank that issued your bank card. You can find the issuing bank's name on the back of your card. "Citi" or "HSBC" should work, but "Visa" may be too generic.

Step 2: Try other listed versions of your bank's name

Sometimes a financial institution will have multiple bank names or they might have different types of accounts, but choose to only release one website for connection to QuickBooks.

One solution is to try other versions of your financial institution that are listed:

1. Go to Transactions, then select Bank transactions (Take me there).
2. Select Link account.
3. Enter the name of your financial institution. When it appears, select it from the list.
4. Select the link to go to your bank's website. This opens a new window.
5. Make sure you can access your account through this site. See if you can view your account summary, account history, and account details without any errors.
6. If you can access everything, sign out of the financial institution's website.
7. Go back and continue to add the account in QuickBooks.
8. Continue to add the account to QuickBooks.

Step 3: Request support for your bank

If you have tried all the options matching your bank's name and still can't connect, or if your bank doesn’t appear, request support for your bank.

In QuickBooks Online

1. Go to Transactions, then select Bank transactions (Take me there).
2. Select Link account.
3. Search for the name of your financial institution. If QuickBooks is unable to find your bank, you will get the message, "Hmm, we can’t find [name of the bank you entered] in our list of supported providers".
4. Enter your Account provider name and Account provider sign-in URL, then select Request.

In QuickBooks Sole Trader

1. Go to Transactions, then select Bank transactions (Take me there).
2. From the New transaction dropdown select Link account.
3. Search for the name of your financial institution. If QuickBooks is unable to find your bank, you will get the message, "Hmm, we can’t find [name of the bank you entered] in our list of supported providers".
4. Enter your Account provider name and Account provider sign-in URL, then select Request.

In QuickBooks Self-Employed

1. Go to the profile ⚙ icon and select Connect bank.
2. Search for the name of your financial institution. If QuickBooks is unable to find your bank, you will get the message, "Hmm, we can’t find [name of the bank you entered] in our list of supported banks", and you will be presented with helpful tips to try and locate your bank account.
3. If you're still unable to find your bank, select Request.
4. Enter your Account provider name and Account provider sign-in URL, then select Request.