Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
Having your Financial Institution in QuickBooks is our priority, andre-photodyr.
I'll share details about updating bank URLs and connecting accounts in QuickBooks Online (QBO).
I'd like to know which bank you're trying to reconnect to QuickBooks. This will help me identify the specific issue you've encountered.
When a certain bank is updating its website, you need to add it to QBO. With this, you'll have to use the Request support for your bank option in the Banking menu. This will notify our banking engineers about the new website and update it in the system. Let me guide you how.
I've added this article for more information about searching your bank in QuickBooks: Find your bank or credit card account when you connect to online banking.
Once you're done submitting your request, you can use another way to record your bank transactions on QuickBooks. Here's an article for your reference: Manually upload transactions into QuickBooks Online.
You can also check out this article for future reference about the reconciliation process in QuickBooks when you're ready: Reconcile an account in QuickBooks Online.
I'd be happy to answer any questions you have when connecting bank accounts in QBO. Let me know by tagging my name in the comment section below. Take care.
Yes I already did all that yesterday. The bank is NOVO. I've made both companies aware of their issue.
We have the same issue. QBO worked fine with our bank for years. Then our bank changed the URL used to access online banking, but QB did not update the URL they use. So we cannot connect automatically and are forced to use manual downloads.
We have tried to request our banks new URL through the recommendation above dozens of times in the past 18 months, still no update.
I've spent hours on the phone, escalated cases multiple times. The fix is very simple, but QB engineers or whoever is responsible for the "approved banking url" list refuses to update it. They try to defer to our bank, or the basic help options you keep finding in these forums. Tried talking to our bank as well, they confirmed everything would work fine if QB had the correct URL to try and access online banking.
Its simple, in our case our Banks old URL was "cbna.com", now you login using: "my.cbna.com". Its the same company and same website, but the small URL change is all that matters. Can someone at quickbooks who revies the URL requests please look into this?
Hi there, KCARR7.
I understand that things have been challenging for you and I can see that you want to connect your bank to QuickBooks Online with the updated URL. With this, I'll be sharing details on how connecting your bank to QBO works and I'll ensure you can perform alternative ways to achieve your goal.
When you connect a bank in QuickBooks Online, it depends on your bank's agreement. That said, only your Financial Institution can confirm if they support connection to our program.
Please know that we currently don't support the bank yet after the website updated the URL. Since you already sent the request, rest assured that we are looking into adding the bank. However, please remember that we don't have any control as to when your bank will allow the connection to QBO.
On the other hand, if you need to bring in transactions as soon as possible in QBO, I suggest getting transactions from your bank or credit cards and manually importing them into QuickBooks Online.
Here's how:
You can open this article to see further details and how to complete the process: Manually upload transactions into QuickBooks Online.
Once done, you may refer to this article to see steps on how you can review your bank and credit card transactions by matching or adding them to avoid duplicate entries: Categorize and match online bank transactions in QuickBooks Online.
Please know that you can always get back to this thread if you have any other questions related to connecting your bank. I'm always here to help, KCARR7. Have a great day.
Hi from Novo! This issue should be resolved, please let us know if you experience any further issues with your transactions syncing.
You have clicked a link to a site outside of the QuickBooks or ProFile Communities. By clicking "Continue", you will leave the community and be taken to that site instead.
For more information visit our Security Center or to report suspicious websites you can contact us here