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Smithwick Station
Level 1

Bank Account Linking - My Bank Isn't Showing Up

We use a smaller bank for our nonprofit, and I'm trying to set up my new QB online and link my bank account, however, my bank is not showing in the list of available banks. Is there any way to link it if it is not in the list?

2 Comments 2
Carneil_C
QuickBooks Team

Bank Account Linking - My Bank Isn't Showing Up

Thanks for dropping by the Community, Smithwick.

 

You got me here to ensure you can connect your bank that's not on the list.

 

There are several reasons why you need help finding or connecting to your bank. Please see the list below:

 

  • Your bank has multiple names on our list.
  • Your bank only connects to some accounts (for example, personal accounts vs. business accounts).
  • Your bank is not a participating financial institution.

 

Suppose the issue persists after trying all the options matching your bank's name. We can request support from your bank. Here's how:

 

  1. Go to Transactions, then select Banking.
  2. Hit Connect account.
  3. Search for the name of your financial institution. If QuickBooks is unable to find your bank, you will get the message, "Hmm, we can't find [name of the bank you entered] in our list of supported banks," and you will be presented with helpful tips to try and locate your bank account.
  4. If you still need help finding your bank, click Request.
  5. Enter your bank's web address (URL) in the field provided, then select Request.

 

Alternatively, you may still be able to download your transactions from your bank's website and manually upload them into QBO. Please see this article for the detailed process: Manually upload transactions into QuickBooks Online.

 

I'll also include this guide to help you organize your transactions moving forward. Check out here: Categorize and match online bank transactions in QuickBooks Online.

 

If there's anything else you need when connecting bank accounts, we're always here to guide or assist you whenever you need help. Take care always!

4Gal
Level 11

Bank Account Linking - My Bank Isn't Showing Up

@Smithwick Station 

You can use MT Online or one of the converter tools (e.g csv2qbo @ $60 one time license) as a workaround.

https://www.moneythumb.com/?ref=110

 

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