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Welcome to the Community, mary-mahoningval. I appreciate your detailed information.
You can search for the bank you're working with from your Link Account screen.
Here's how:
If the commercial link is available for your bank, and you've selected it, you can continue with connecting it:
In the event your financial institution has switched to OAuth, and you need to agree to the switch, you'll receive an email or notification when your bank is ready to switch to OAuth. You can follow the steps in our Learn about OAuth & changes to online bank connections article to update your connection.
I've also included a detailed resource about working with Online Banking which may come in handy moving forward: Connect bank & credit card accounts
I'll be here to help if there's any additional questions. Have a wonderful Tuesday!
The bank web site that QB has set up is a main generic web site. The sign in page for the bank to get online access to the commercial account cannot be accessed thru this web site that QB has.
I have entered the web site on the link page and have requested it to be added. QB cannot access the business bank log in site without using this URL.
I appreciate your initiative in submitting a request to add your updated URL for a commercial account to QuickBooks, Mary. Your proactive steps demonstrate a commendable effort to ensure that your business banking needs are met effectively.
In the meantime, while your request is being processed, you can consider managing your bank transactions on QuickBooks by manually uploading the transactions into QuickBooks Online (QBO). Doing so will allow you to keep your records up-to-date.
Here's how:
Once done, you can match and categorize your uploaded transactions.
As always, we're here to lend a hand if you have follow-up questions on requesting support from your bank to be added to the list in QBO. We'll do our best to assist. Take care.
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