cancel
Showing results for 
Search instead for 
Did you mean: 
markcrider
Level 1

How do I connect to my Capital One account? The prompt asks me to go through my capitalone.com - I cannot find any place to make the link there.

 
11 Comments 11
SophiaAnnL
Moderator

How do I connect to my Capital One account? The prompt asks me to go through my capitalone.com - I cannot find any place to make the link there.

I can help you connect your account to QBO, markcrider.

 

When connecting a Capital One account for the first time, you'll be asked to log in to the bank's website. From there, link your account to QBO to establish a connection in the Banking section.

 

If you clicked Continue and the link to your bank's website doesn't work, kindly copy the site's URL and open it separately in your browser. The supported browsers are Google Chrome, Internet Explorer, Mozilla Firefox, and Safari.

 

Then, log in to your bank account's website, link it to QBO, go back to QBO, and then connect Capital One again. If the same thing happens, we can try some browser troubleshooting steps.

 

Here's how:

  1. Open an Incognito window and connect your bank there.
  2. Clear the cache of your browser if the process works on private browsing.
  3. Switch to another browser to do this task.

Please keep me posted if you're able to connect your account. I'll be around if you have questions.

prs447
Level 1

How do I connect to my Capital One account? The prompt asks me to go through my capitalone.com - I cannot find any place to make the link there.

thanks for the info however  I do not see how to link my bank acct to OBO in the options listed.

what am I missing?  do I need to contact Capital one or do they not allow some account to connect to apps?

 

thanks   Peter

prs447
Level 1

How do I connect to my Capital One account? The prompt asks me to go through my capitalone.com - I cannot find any place to make the link there.

thanks for the info however i do not see how to link my bank account to QB in more options at capital one.

do i need to call them or do they limit the accounts that can use this service?

thanks

prs447
Level 1

How do I connect to my Capital One account? The prompt asks me to go through my capitalone.com - I cannot find any place to make the link there.

or does this feature only work with your online system?  I have the desktop version.

thanks again

Catherine_B
QuickBooks Team

How do I connect to my Capital One account? The prompt asks me to go through my capitalone.com - I cannot find any place to make the link there.

Let's get your Capital One account connected into QuickBooks, Peter. 

 

If you're using the QuickBooks Online app desktop version, we can connect your bank through one for our supported browsers. You can use Google Chrome, Internet Explorer, Mozilla Firefox, or Safari. From there, access your QBO account and then go to the Banking page and click Add account

 

However, if you're subscribed to our QuickBooks Desktop, our engineers are investigating the issue. I suggest getting in touch with us so our phone support agents can add your account to the notification list. 

  1. Go to the Help menu, click QuickBooks Desktop Help
  2. Select Contact us
  3. Enter on the space provided connecting Capital One bank
  4. Click Continue

If you have further questions, please let me know. 

AgThorn
Level 1

How do I connect to my Capital One account? The prompt asks me to go through my capitalone.com - I cannot find any place to make the link there.

My Capital One account has multiple credit cards in it.  We opened a 4th which we will intentionally move all purchases for the non-profit we have QB Online for, so it will be simpler.  But right now, we have two cards of the prior 3, that we want to get transactions off of ... after doing so, we want to only use the one .... 

When I added the capital one account as a Credit Card, it did not let me distinquish between different credit cards.  Do I need to do that in the transaction clearing?   I was hoping that it would ask me which cards do I want to use and not use for accounting transactions. 

Kristine Mae
Moderator

How do I connect to my Capital One account? The prompt asks me to go through my capitalone.com - I cannot find any place to make the link there.

I'm going to provide details on how to connect the accounts to Online Banking, AgThorn.

 

You're unable to distinguish between different cards if you connect the parent account. 

 

Before we connect any accounts, we have to know how your bank sends the downloaded transactions. If they're downloaded to one account, you'll have to connect the parent account only (Capital One). If they're downloaded to the individual credit card accounts, you'll have to connect the sub-accounts and not the parent. 

 

For more information, you can refer to this article: About bank or credit card subaccount setup.

 

If any questions arise, feel free to click the Reply button below. We'll reply as soon as we can.

matthew_hurley
Level 1

How do I connect to my Capital One account? The prompt asks me to go through my capitalone.com - I cannot find any place to make the link there.

Just click "Continue" anyway, and it will open a pop-up to connect to CapitalOne.

I'm not sure if something changed since these other answers were posted, but the solution is much simpler than they make it sound. The prompt Mint gives you saying "go to the bank site to connect your accounts" is really misleading. It makes it sound like you need to go to your bank/credit account and do something, but if you just click "continue" it will do that for you.

Jugg
Level 1

How do I connect to my Capital One account? The prompt asks me to go through my capitalone.com - I cannot find any place to make the link there.

Most if the info in this thread is so effing old its useless….

Clara29
Level 1

How do I connect to my Capital One account? The prompt asks me to go through my capitalone.com - I cannot find any place to make the link there.

1. Sign in to your QBO account and Go to Banking.

2. On the upper right side and click Link Account.

3. Select Upload from File

4. Follow the prompts

MartyDroid
Level 1

How do I connect to my Capital One account? The prompt asks me to go through my capitalone.com - I cannot find any place to make the link there.

It appears that Capital One is not offering links for credit card accounts.

Need to get in touch?

Contact us