Hi Roger.
It's my priority to help you with connecting your bank account to QuickBooks Online.
To get started, you can try other listed versions of your bank's name to initiate a connection with QuickBooks. Sometimes a financial institution will have multiple bank names or might have different types of accounts.
- Click on Banking or Transactions at the left pane, then go to the Banking page.
- Tap on Add account.
- Enter the name of your financial institution. When it appears, select it from the list.
- Select the link to go to your bank's website. This opens a new window.
- Make sure you can access your account through this site. See if you can view your account summary, account history, and account details without any errors.
- If you can access everything, sign out of the financial institution's website.
- Go back and continue to add the account in QuickBooks Online.
When finding your bank, please check the following to avoid any issues:
- Verify the spelling. Make sure the spelling is exactly as it appears on your bank's website.
- Use very specific names to search for your bank. If you still can't find anything, try broader names like "Citi."
- Enter your bank's URL into the search. For example, search for "hsbc.com." for HSBC.
- Search for the name of the issuing bank, meaning the bank that issued your bank card. You can find the issuing bank's name on the back of your card."Chase," "HSBC," or "Bank of America" should work, but "Visa" may be too generic.
If you've tried all the possible steps searching your bank's name and still can't connect, or if your bank doesn’t appear, you can request support for your bank.
Here's how:
- Click on Banking or Transactions at the left pane.
- 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.
- If you’re still unable to find your bank, select Request support for your bank.
- Enter your bank's web address (URL) in the field provided, then select Request.
On the other hand, you can still upload your bank transactions manually using an Excel CSV file. For your guide, you can open this article: Manually upload transactions into QuickBooks Online.
Moreover, here's an article you can open for more tips about bank feeds and reconciliation.
If you need additional help with the QuickBooks Online banking connection, please notify me by adding a comment below. I'm more than happy to help. Have a good one!
