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timbnfl-gmail-co
Level 1

Need help linking my etrade account with quick book

 
4 Comments 4
JoesemM
Moderator

Need help linking my etrade account with quick book

Welcome to QuickBooks Community, @timbnfl-gmail-co.

 

I'd be glad to provide you on how to link your etrade account into QuickBooks. Once connected, the program will automatically download the last 90 days of transactions recorded by your bank.

 

Here's how to link a bank account:

 

  1. Go to the Banking tab.
  2. Click the Connect Account button, 
  3. Search for your financial institution and select it from the list.
  4. Enter your User or Login ID and password for the financial institution's website and select Continue.
  5. Complete the security verification steps your financial institution requires and select Securely connect.
  6. Select the etrade bank for the account you want to connect.
  7. Select the Account type drop-down menu to choose either a Bank or Credit Card account. If you haven't already created the account, you can select +Add new to create a new account.
  8. Select the date range for the download.
  9. Select Connect.

For more detailed information about connecting your bank into your QuickBooks Online account, you can read this article: Connect bank and credit card accounts to QuickBooks Online.

 

 When the download is complete, you are returned to the Banking page. The For Review tab will show the downloaded transactions from your credit card account. From there, you can review, categorize, and accept transactions to QuickBooks.

 

I've also listed the possible errors you may encounter upon connecting and the steps on how to resolve it. Please follow the links to fix specific error:

 

In case you'll need help downloading your bank transaction manually, check out this article for the steps: Manually upload transactions into QuickBooks Online.

 

I'm always here to help if you have any other concerns or questions. Just tag my name in the comment section and I'll get back to you as soon as I can. Take good care.

 

Graukopf
Level 1

Need help linking my etrade account with quick book

In connecting QB to my ETRADE Bank account, I have 2 factor authentication enabled.  This uses the Symantec VIP phone app (6 digits - regenerating every 30 seconds).

 

I normally log in to the Etrade website with my user name and password (7 characters) followed by the 6 digit Symantec VIP code. My password is then 13 characters. This continues to work.

 

I have tried connecting with my 7 character password followed by 6 digit Symantec VIP code as well as with the first 7 characters of my password, without the Symantic VIP code.  

Then QuickBooks asks for the 6  digit code and I enter it. 

Neither method allows QuickBooks to connect to my Etrade Bank account.

What should I do?

katherinejoyceO
QuickBooks Team

Need help linking my etrade account with quick book

Thanks for sharing your banking concerns here in this thread, @Graukopf.

 

Some banks have multiple names or they might have different types of accounts. They may only release one website for connection to QuickBooks Online. I'd suggest you search by the banking sign-in URL to ensure you are using the correct listing.

 

Here's how:

 

  1. Go to the Banking menu, then select Add account.
  2. Enter the bank's URL. When it appears, select it from the list.
  3. Select the link to go to your bank's website. This opens a new window.
  4. Ensure you can access your account through this site. Check if you can view your account summary, account history, and account details without any errors.
  5. If you can access everything, sign out of the financial institution's website, then go back and continue to add the account in QuickBooks Online.

 

 For future reference, you can also import bank transactions from Excel CSV files to QuickBooks Online.

 

I'd be here if you need additional help about connecting your bank account. 

 

 

Boomer196
Level 1

Need help linking my etrade account with quick book

I have followed your instructions and receive error 107 (which is not listed above)

 

How do I connect etrade with QB?

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