Linking a CD

Let me discuss the various causes why your bank might not be linking to online banking in QuickBooks Online (QBO), @LOTSM books.

To provide further assistance, could you please provide the exact error message you receive when attempting to connect? This information will help us pinpoint the issue.

Here are some reasons you might be experiencing difficulty:

• Your bank might appear under different names in our system. It’s a good idea to check that you’re selecting the right one. You can also try searching by the bank’s sign-in URL to ensure you’re using the correct listing.
• Your bank might not support connections for all types of accounts (for example, personal accounts versus business accounts).
• It’s possible that your credit union might not be set up as a participating financial institution.

In the meantime, let’s double-check if your bank is supported. Here’s how you can verify:

1. Log in to your OnPoint account on their website and copy the URL.
2. Head back to QuickBooks and go to Transactions, then select Bank Transactions.
3. Click on Link account, and either paste the URL or search for OnPoint Credit Union in the search field.
4. Enter your login credentials and click Continue.
5. Choose the account you want to connect, select the appropriate date, and click Next.
6. From the drop-down, select the account type and then click Next.
7. Map your bank account using the Existing Accounts drop-down, then select Next.
8. Finally, click Connect and then select Done.

I've included some helpful screenshots below to assist you:

For more detailed instructions, you can check this article: Find your bank account when you connect to online banking.

If you're still facing issues, try accessing QuickBooks in an incognito window or a private browser. This can help eliminate any cached file issues that might be interfering with your connection. Also, consider using other supported browsers to see if that resolves the problem.

You can refer to this article for further guidance: Connect and add bank and credit card accounts to QuickBooks Online.

Once your transactions are downloaded, you can efficiently categorize and match them in QBO, which will help keep your books accurate.

Comment on this post if you still have concerns about linking your bank account. I'm always here to help you out.