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L
LOTSM books
November 8, 2024
Question

Linking a CD

  • November 8, 2024
  • 1 reply
  • 23 views

I cannot link my CD with OnPoint, they say the issue is with Quickbooks and Quickbooks says the issue is with the credit union. Any suggestions how to

1 reply

L
LollyNino_CQuickBooks Team
QuickBooks Team
November 8, 2024

Let me discuss the various causes why your bank might not be linking to online banking in QuickBooks Online (QBO), @LOTSM books.

 

To provide further assistance, could you please provide the exact error message you receive when attempting to connect? This information will help us pinpoint the issue.

 

Here are some reasons you might be experiencing difficulty:

 

  • Your bank might appear under different names in our system. It’s a good idea to check that you’re selecting the right one. You can also try searching by the bank’s sign-in URL to ensure you’re using the correct listing.
  • Your bank might not support connections for all types of accounts (for example, personal accounts versus business accounts).
  • It’s possible that your credit union might not be set up as a participating financial institution.

 

In the meantime, let’s double-check if your bank is supported. Here’s how you can verify:

 

  1. Log in to your OnPoint account on their website and copy the URL.
  2. Head back to QuickBooks and go to Transactions, then select Bank Transactions.
  3. Click on Link account, and either paste the URL or search for OnPoint Credit Union in the search field.
  4. Enter your login credentials and click Continue.
  5. Choose the account you want to connect, select the appropriate date, and click Next.
  6. From the drop-down, select the account type and then click Next.
  7. Map your bank account using the Existing Accounts drop-down, then select Next.
  8. Finally, click Connect and then select Done.

 

I've included some helpful screenshots below to assist you:

 

 

For more detailed instructions, you can check this article: Find your bank account when you connect to online banking.

 

If you're still facing issues, try accessing QuickBooks in an incognito window or a private browser. This can help eliminate any cached file issues that might be interfering with your connection. Also, consider using other supported browsers to see if that resolves the problem.

 

You can refer to this article for further guidance: Connect and add bank and credit card accounts to QuickBooks Online.

 

Once your transactions are downloaded, you can efficiently categorize and match them in QBO, which will help keep your books accurate.

 

Comment on this post if you still have concerns about linking your bank account. I'm always here to help you out.

L
LOTSM booksAuthor
November 9, 2024

OK, I have tried all the suggestions here and still cannot connect.  The only error message I receive is the 185 on a screen that allows to have text message sent to verify.  I do that and get a page listing only the checking and savings account.  I have talked with the bank and they indicate that the issue is on Quickbooks end.  

R
ReymondOModerator
Moderator
November 9, 2024

Here are the two windows.  Do I take it from these that the 185 code is corrected when I go to the second page and enter the code provided by the bank?


Hey there, @LOTSM books. Thank you for following up and providing details about your experience with the troubleshooting steps.
 

The 185 code can be resolved once you successfully verify the security requirements set by your bank. Since you only see Checking and Savings accounts, it appears that CD accounts with OnPoint aren't supported yet.
 

To address this issue, I recommend requesting support from your bank. Please follow these steps:
 

  1. Go to the Banking menu.
  2. Select Link 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’re still unable to find your bank, select Request support for your bank.
  5. Enter your bank's web address (URL) in the field provided, then click Request.

 

For additional information, you can refer to this article: Find your bank or credit card account when you connect to online banking.


In the meantime, you can manually upload bank transactions into QuickBooks Online. Please refer to this article for step-by-step instructions: Manually upload transactions into QuickBooks Online. 
 

After uploading, transactions will be added to your Online Banking. You'll need to categorize and match them to ensure they're posted to the correct accounts.


We appreciate your trust in QuickBooks Online for managing your financial data, @LOTSM books. If you have any further questions about bank connections or any other QBO features, our support team is always here to help.

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