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To identify the appropriate bank name for connecting accounts in QuickBooks Online, I suggest contacting your bank directly, Ccordoba.
When you call them, the first thing you'll want to ask is the official name of your bank. Since this is an important detail when linking accounts in QuickBooks Online (QBO). Or, you can request your bank URL to locate your bank easily.
Once your bank gave you the details, you can go back to linking your account by following the steps below:
1. From your banking page click the Link Account tab.
2. Search for your bank by URL or name, or select a bank from the list, then click the Continue button. Enter your username and password.
3. Choose the account that you want to connect to and the dates to pull transactions from the dropdown. Then, select the Next.
4. In the Account Type dropdown, select either Bank or Credit Card.
5. Name the account and select Save and Close.
6. Choose the Connect button, then select Done.
Once done, your bank will download up to 90 days of your bank transaction.
You can also add your bank directly to the Chart of Accounts, If you want to know how to do it, refer to this article: Connect bank and credit card accounts to QuickBooks Online.
On top of that, here are some resources that can assist you in taking your financial management to the next level. You can use these guides to keep your financial records up-to-date:
- Find, review, and edit transactions in account registers in QuickBooks Online
- Reconcile an account in QuickBooks Online
Another helpful option to consider is QuickBooks Live Bookkeeping. This service can be a game-changer to streamline your accounting and financial management.
That's it! You've successfully connected your bank in QuickBooks Online (QBO). Feel free to reach out if you have any other questions or need further assistance.
