Let me help you add your bank in QBO, Connie1997.
Do you mean you're not able to see your bank when adding it in Online Banking inside QBO? Most of the time, it can't be seen in the search results due to these reasons:
- It's possible that your bank has multiple names on our list. Select the correct listing or use all possible links. You can also search a bank using their login URL to ensure you are using the correct listing.
- Not all types of accounts in your bank are supported (for example, personal accounts vs business accounts).
- Your bank is not yet a participating financial institution.
Just in case the bank is not yet supported, you can send a request to have it listed as one of the participating financial institutions. Here's how:
- Go to the Banking or Transactions menu, then select Add account.
- Search for the name of your financial institution. If QuickBooks is unable to find your bank, you will get the message, "Hmm, we can’t find [name of the bank you entered] in our list of supported banks," and you will be presented with helpful tips to try and locate your bank account.
- Click Request support for your bank.
- Type in your bank's web address (URL) in the field provided, then click Request.
In the meantime, you can download a CSV file of your transactions from your bank's website. Check out these articles as your guide:
Once uploaded, refer to this article on how you can add categories to them: Categorize and Match Online Bank Transactions in QuickBooks Online.
Feel free to visit us anytime you have questions or other concerns. I'll be around to assist you again. Keep safe and healthy always.
