Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
Connect with and learn from others in the QuickBooks Community.
Join nowDear community,
We are having some trouble connecting QuickBooks to our First American Bank CaShTrac online banking environment.
First of all, there are numerous First American Banks to choose from when setting up the online bank connection in the QuickBooks environment. So far, we have tried every bank login page of the selection that is available, but we cannot seem to find the correct one.
The login page we use for our online banking is https://www.firstamcashtrac.com/
When you open this link, you will see 3 fields you have to fill.
However, in QuickBooks, when choosing First American Bank from the list of banks, you either have to fill 2 fields or 4, never 3. Therefore, we do not have the possibility to create an online bank connection. We hope there is someone in the community who has experienced the same issue, or someone who can offer us a solution.
Thank you in advance.
Best regards,
Nick
Hi Nick,
You have me to help link your First American Bank CaShTrac into your QuickBooks Online account.
There are banks that only connect a certain type of account. If you're unable to link the account, it's possible that they don't link either personal or business account.
In this case, I'd suggest uploading your transactions manually. I've added this link for the detailed steps: Manually upload transactions.
Once done, you're goos to categorize the transactions. Here's an article as your guide: Modify the uploaded transactions.
Keep me posted whenever my assistance is in need. I'll be around to guide you.
Another option, utilize MT Online as a workaround. It is designed to import into any bank or credit card in QuickBooks Online, so there is no specific setting needed.
https://www.moneythumb.com/?ref=110
You have clicked a link to a site outside of the QuickBooks or ProFile Communities. By clicking "Continue", you will leave the community and be taken to that site instead.