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tureceks06-gmail
Level 1

Manually set up bank account

My bank doesn't connect with Intuit QuickBooks, is there a way to add my bank account and manually add bank statements?
1 Comment 1
Adrian_A
Moderator

Manually set up bank account

Hi tureceks06,

 

Yes, there's a way to bring your bank transactions into your QuickBooks Online account manually.

 

Beforehand, did you receive an error message when trying to connect your bank account? I'd also appreciate it if you could provide the name of your bank.

 

In the meantime, let's connect your bank account through a private window. You can use these keyboard shortcuts to open one:

 

  • Google Chrome: Ctrl Shift N
  • Microsoft Edge & Mozilla Firefox: Ctrl Shift P
  • Safari: Control Option P

 

You can also opt to use a different supported browser like Google Chrome, Mozilla Firefox, Microsoft Edge, or Safari.

 

If the same issue persists, you may manually import the entries into QuickBooks Online. You can check this article for the detailed steps of the process: Manually upload transactions into QuickBooks Online.

 

From there, you can categorize the transactions to ensure they're recorded on the correct accounts. You can check these few articles as your guide:

 

 

Let me know whenever you have banking concerns.

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