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lcarbrey
Level 1

Has anyone been able to connect the QB checking to something using Plaid? When you have to search to find bank name I just get stuck because it's not found.

 
1 Comment 1
MsNorthPND18
QuickBooks Team

Has anyone been able to connect the QB checking to something using Plaid? When you have to search to find bank name I just get stuck because it's not found.

QuickBooks Checking cannot connect to your financial institution. The only option is to link an external account to QuickBooks Checking for fund transfers to an external bank, lcarbrey.

 

Here's how you can connect an external account:

 

  1. Navigate to the Lending & Banking section and choose QuickBooks Checking.
  2. Click on Transfer and then choose Transfer Money.
  3. Select Add a bank.
  4. Enter the name of your bank and select the type of account you have.
  5. Type in your account number and the routing number.
  6. When you're ready to connect, select Next.
  7. Go to Lending & banking, then QuickBooks Checking.
  8. Select Verify bank.
  9. Enter the two deposit amounts made by QuickBooks, regardless of the order, then click on Confirm.

 

For further information on how to link your bank and credit card accounts, refer to this article that explains the process when you connect your online bank: Connect bank and credit card accounts to QuickBooks Online.

 

Check out this article to learn how to obtain the most recent transactions from your bank and credit card accounts: Download the most recent bank and credit card transactions in QuickBooks Online.

 

After connecting your bank and credit card accounts in QuickBooks, learn how it automatically downloads and attempts to match the latest transactions with existing entries in QuickBooks. For further information, refer to this article: Categorize and Match Online Bank Transactions in QuickBooks Online.

 

Feel free to reach out if you have any more questions about the QuickBooks Checking account. I'm here to help anytime.

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