How do I link my bank account?

I'd be glad to walk you through linking your bank account to QuickBooks Online, @carey.

Follow the steps below:

1. Go to Transactions, then select Bank transactions.
2. Select Link Account to open a new window. From there, enter the URL or name of your bank in the Search field, then choose the bank.
3. Enter your Sign info in the Login and Password fields, then click Continue. 
4. Pick the account you want to connect and date to pull transactions from the dropdown ▼. Then, hit Next.
5. Determine your account type on the Account type ▼ dropdown, then tap Next.

Here's an article for more ways: Connect bank and credit card accounts to QuickBooks Online.

Once done, check out these resources to manage your transactions in the program seamlessly:

• Categorize online bank transactions
• Reconcile an account

If you have other banking concerns, feel free to add them below. I'll be around to address them. Have a great day!

Every time i try to link my bank account it tells me to try again later.

I can see the relevance of connecting your bank to QuickBooks Online, DirectFlowPlumb. I'm here to assist you in linking your bank account.

Before that, may I know the name of your financial institution? This way, we can check about issues running while connecting your account. This way, I can verify if there are ongoing investigations about this matter.

We can connect a bank account manually in QuickBooks Online (QBO) allows you to link your bank account to your QBO account. It enables you to automatically import your bank transactions into QBO, making reconciling your accounts and keeping track of your finances easier.

Follow the steps below:

1. Go to Transactions, then select Bank Transactions.
2. Select Link account.
3. Search for the name of your financial institution. 
4. Find your bank, in the search bar.
5. Then click the Continue button.

Moreover, if the issue persists, I encourage you to call our QuickBooks Online support team to investigate why this unexpected behavior is happening and roll-out potential remedies for this error.

Please see the steps below:

1. Log in to your account.
2. Click the? Help button at the top right corner.
3. Go to the Search tab, then select Contact Us.
4. Enter a brief discussion with your concern, then click Continue.
5. Choose to Have us call you to connect with us.

Remember, the support team is available Monday to Friday, 6 AM to 6 PM Pacific Time, and Saturday, 6 AM to 3 PM Pacific.

Additionally, you can follow additional troubleshooting steps to fix online banking errors in QuickBooks Online.

After reconciling your account, you can review or generate a reconciliation report to ensure it is balanced. Do you want to have one? The steps are provided by QuickBooks here: How do I view, print, or export a reconciliation report?

The Community is here for you 24/7 on the clock. If you need to drop your additional comments, notify us below. Keep safe.

I don’t see bank transactions anywhere 

Hi Aaron, could you clarify what you mean by not seeing bank transactions on your end? Are you referring to issues with connecting your bank account manually using the steps my colleague provided, or are transactions missing after linking your account?

If you are not seeing the Bank transactions tab in your QuickBooks Online account, this is due to recent updates. There are ways to locate this feature in the updated version of the product. Let me guide you through the steps below.

Here's how:

1. Go to the All apps, then select Accounting.
2. Choose Bank transactions.
   
   
   

However, if transactions are not showing after connecting your bank account, this could be due to a delay or a sync issue between your bank and QuickBooks Online. We recommend manually updating the connection from the banking page to refresh and pull the latest transactions into QuickBooks.

Here's how:

1. From the Bank transactions page.
2. In the upper right corner of the screen, click the Update button to refresh your banking page.
   
   
   

QuickBooks automatically downloads transactions from the last 90 days. If you need to access older transactions beyond this period, you can manually upload them into QuickBooks to ensure they’re included.

Did you know we offer a complimentary consultation with our QuickBooks Live Expert Assisted service? Our team excels at making financial management easier and providing tailored guidance that's specific to your business needs. Enhance your financial outlook with just one click.

You can leave a comment below if you have additional questions or concerns. We are here to help.