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I can help you connect your account in QuickBooks Online, userrandal-avey.
QBO offers two ways of setting up a new bank account. You can either use the direct bank feed connection or manually add it to the system.
Option 1: Direct feed connection
Option 2: Manually add a bank account
You can check this article for more details: Connect bank and credit card accounts to QuickBooks Online.
Please let me know if you have any additional banking concerns. I'm always here to help.
Didn't work. I need to speak to someone at QuickBooks. I called my bank and they said it was an issue that Quickbooks needed to solve. Wish I could talk to a human being!
Hi there, @userrandal-avey.
Thanks for getting back to this thread and following the steps provided above.
Can you share with me what bank are you trying to connect with QuickBooks? This way, we can perform some tests using our sample account and check why you're unable to click the button.
Since you've already reached out to your bank, let's follow their recommendation and get in touch with our phone support. They have the available tools that will help you in checking the connection with your bank.
Here's how:
Option 1
Option 2
In the meantime, let's import your bank transactions using a CSV file.
Once your transactions are in QuickBooks, it's time to match and categorize them. They will go into your accounts after you review them.
Just tag my name in the comment section if you have any other concerns or questions. I'll get back to you as soon as I can. Stay safe.
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