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valss
Level 1

regions itreasury connection with quickbboks online

Does anyone know how to connect Regions iTreasury with QuickBooks online?

I see the option to download transaction but what about being able to connect it to automatic downloads?

2 Comments 2
AlexV
QuickBooks Team

regions itreasury connection with quickbboks online

Hello valss!

 

I understand that you need to connect Regions iTreasury to QuickBooks Online. Let me share some details about it.

 

Currently, the supported account that you can link is the Regions Bank. You'll want to send a request for support for Regions iTreasury by following these steps:

  1. Go to the Banking or Transactions menu and select Add account.
  2. Search for the name of Regions iTreasury or enter the URL.
  3. Select Request support for your bank.
  4. Enter your bank's web address (URL) in the field provided, then select Request.

 

In the meantime, you'll want to manually upload the transactions into QuickBooks Online. All you need is a file from Regions iTreasury that we can import.

 

Once done, you can now match and categorize them.

 

For other banking concerns, please visit this page: QBO Banking.

 

Need more help? Leave a comment below and we'll respond as soon as we can.

Fiat Lux - ASIA
Level 15

regions itreasury connection with quickbboks online

@valss 

As another option, try SlickConnect.

https://www.moneythumb.com/?ref=110

 

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