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I need help with tax forms and connecting to my bank

1 Comment 1

I need help with tax forms and connecting to my bank

I'll be sure to help, tammy33


May I know what you needed help with the tax forms? Are you getting an error when trying to connect your bank into QuickBooks? Or is this your first time setting up online banking? I'd appreciate it if you could provide additional information so I could give you the most accurate resolution to the problem.


If you're having issues connecting an account for the first time, validate the credentials on the bank's website. Once done, establish the connection again in the Banking page through these steps:


  1. Go to Banking from the left menu and choose the Banking tab.
  2. From there, click the Add Account button.
  3. Enter your financial institution’s URL or name on the search box and see the results.
  4. Select the bank and click Continue.
  5. Follow on-screen instructions to connect your bank account.

If the account is already connected and you're experiencing banking issues, manually updating your account can help refresh its connection between your bank's website and QBO. Here's how:

  1. Select the Banking menu and tap the Banking tab.
  2. Click to highlight the account you're updating, and click the Update button.

I've added these articles you can read to learn information about tax forms and banking issues in QBO:

I'll be right here if you need further assistance.

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