Hi, Carl. Did you receive any error message when linking your new business account to QuickBooks? If so, you can reply below to help us identify the root cause and determine the direct resolution to fix it.
If your bank requires a physical or digital mandate to be signed and returned, yes, you will need to complete the mandate or provide authorization before third-party access (like QuickBooks) is enabled.
Also, which bank are you trying to connect to? Have you checked if you're using the business banking login (not the personal one)? Some banks have separate online banking systems or credentials for personal vs business accounts, and not all support automatic connections to QuickBooks. The bank may support connecting personal accounts to QuickBooks but not business accounts, or vice versa. If you're sure the login is correct but still not working, give this troubleshooting guide a look: Find your bank or credit card account when you connect to online banking in QuickBooks.
For now, you can download transactions from your bank's website and manually upload them to QuickBooks. Please view this article to learn how: Manually upload transactions into QuickBooks Online.
If you have follow-up questions or any other concerns, comment them below.
