Hello, @jmaynor.
I'll share some knowledge about connecting accounts in QuickBooks Online (QBO).
Connecting bank accounts in online banking needs login credentials. So all of your bank transactions will automatically flow in the QBO. As a workaround, I'd suggest manually add the bank. So you can download and categorize the data in the system. Let me show you how:
- From the left menu, click Accounting.
- Select Chart of Account.
- Click New, then fill out an Account Type, Detail Type, and Beginning Balance.
- Hit Save and close.
For more details about the process, visit this article: Add an account to your chart of accounts in QuickBooks Online.
Once done, I'd advise calling your bank and ask for a copy of your transaction. Then manually upload the data into QBO using a CSV file.
Here's how:
- From the left menu, click Banking.
- At the upper-right, select File upload.
- Click the Browser and open the CSV file.
- Hit Next and select an account, then hit Next.
- Map the columns, then Next again.
- Review the transactions to import and click Next successfully add them.
- Tap Let's go!
Next is to categorize them to ensures your books are accurate and there aren’t any duplicate transactions. For the detailed instruction, check out this article: Categorize and match online bank transactions in QuickBooks Online.
Once the login portal is supported, please go to this article: Connect bank and credit card accounts. This link contains action on how to connect your bank.
Additionally, I've added articles about how to fix errors while uploading data, reconciling, and other associated matters.
Let me know in the comment section if you have additional questions. I'm happy to assist. Keep safe!
