Get 50% OFF QuickBooks for 3 months*

Buy now
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Work smarter and get more done with advanced tools that save you time. Discover QuickBooks Online Advanced.
arqamzia-hotmail
Level 1

I just made my account , and followed all steps, but its not connected to my bank

 
1 Comment 1
Rose-A
Moderator

I just made my account , and followed all steps, but its not connected to my bank

Congratulations on your new QuickBooks Online account. Let's get your bank connected, arqamzia-hotmail.

 

Which bank are you trying to connect? Did you encounter any specific errors? For now, you can follow the steps below to add your bank account. Be sure to select the right bank and enter your bank's URL and login correctly.

 

  1. From the left menu, click Transactions and choose Banking.
  2. On the Banking page, select the Link account.
  3. In the Search field, enter the bank's URL (example: http://www.chase.com).
  4. Select your bank. If you see multiple options, you may have to repeat these steps to find the correct one.
  5. Enter your bank login on your bank's website, then select Continue.

Once connected, QuickBooks will automatically download your most recent transactions. After that, I recommend editing, assigning, and categorizing your transactions. Also, you can match them to the existing entries in the software. Just go to the For Review tab from the Banking menu. Doing so will help you ensure the accuracy of your financial records.

 

Alternatively, if you still can't add your bank, as a workaround, you can add an account in the chart of accounts and bring in the transactions using a WebConnect file. You can download the last 90 days of transactions using this feature.

 

Let me know how the result of this troubleshooting in the comment below. I need to make sure this is resolved so you can start running your business processing. All the best!

Need QuickBooks guidance?
Log in to access expert advice and community support instantly.

Need to get in touch?

Contact us