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lindak1119
Level 7
January 17, 2019
Question

Adding bank account

  • January 17, 2019
  • 2 replies
  • 6 views
No text available

2 replies

P
Pete_Mc
Level 5
January 17, 2019

If you're asking how to add a Bank Account, on your left Menu click on Banking.  Then click on Add Account and follow the prompts.

 

(I'm a desktop guy, but I'm pretty sure those are the steps in QBO.)

 

 

L
LarsInTigard
February 16, 2023

I have not found an add account button/item.  So am stymied.

 

Morgan_B
Morgan_BQuickBooks Team
QuickBooks Team
January 17, 2019

Hey there, edlfreightllc14.

 

Welcome to the Community. I'd be happy to show you how to add a bank account in QuickBooks Online.

 

There are a few simple steps to get this done. Here's how:

 

1. Click the Banking tab from the left navigation bar.

2. Select the green Add account button in the top right corner.

3. Enter your bank account in the search bar.

4. Use your bank login credentials and choose Continue.

 

I've got an article for you that offers additional steps on this process, and more info about connect bank accounts. You can check it out here: https://quickbooks.intuit.com/community/Banking-and-bank-feeds/How-to-add-and-connect-bank-and-credit-card-accounts/m-p/186370.

 

Once you're account is connected, you'll be able to keep up with transactions all in one place. I wish you and your business continued success. Feel free to contact me if you have any other questions.

C
Crystal110
April 18, 2021

I want to add additional bank accounts at a different bank.  I am not finding the green add button

Rubielyn_J
Rubielyn_J
Level 8
February 17, 2023

I have tried the link account three times. Each time after typing in the verification code I get "Unexpected error" but no suggestions on what to do for remediation.

So dissatisfied at the moment.

 

By the way I did this sucessfully a few days ago for 2 of 5 accounts to be linked,   But now it fails.


Connecting your bank account is my top priority, @LarsInTigard. Let me chime in and provide some details to resolve this.

 

Before anything else, may I ask what bank are you trying to link with QuickBooks? I appreciate any extra information you can give, and it will help us isolate the issue and provide the best solution.

 

Then we can perform some troubleshooting steps to fix this. There are times that the browser is full of frequently accessed page resources, which causes some errors or unusual responses. Let's start accessing your account using a different or a private browser. You can use either of these shortcut keys:

 

  • Google Chrome: Ctrl + Shift + N
  • Mozilla Firefox: Ctrl + Shift + P
  • Microsoft Edge: Ctrl + Shift + P
  • Safari: Command + Shift + N

 

Once logged in, re-connect the bank to verify it's already performing adequately. If you're able to do so, we'll have to go back to your normal browser and clear the cache to drop the junk files. Otherwise, we can use other supported browsers.

 

Once the bank account is connected, your recent transactions will automatically be downloaded into the system. Please proceed to the Banking tab and click Update to show the data in the For Review. 

 

If issue persists, we can manually upload the transactions in your account. For detailed steps, you may utilize this article: Manually import transactions into QuickBooks Online.

 

Once done, categorize the data to avoid any duplicates. Lastly, reconcile your accounts so they always match your bank and credit card statements.

 

Let me know if you have follow-up questions about linking your account in QuickBooks. I'm eager to help always. Stay safe!

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