Solved! Go to Solution.
Let me share some information about connecting your account to Online banking, jmatayka.
QuickBooks works with thousands of banks and you can connect your business account (whether checking or savings). If you can't find your account on the list of the supported financial institution, it's possible we don't support your bank yet.
In this case, just send a request to add your bank for Online banking. You can check out this article for the steps and details: Problems finding a bank.
While waiting for the approval, please manually import your bank transactions by following the steps in Import transactions from other sources articles.
For more details about connecting your account, refer to this article: Connect bank and credit card accounts to QuickBooks Self-Employed (QBSE).
I've got a link here that provides you with articles about managing your bank feeds: https://quickbooks.intuit.com/learn-support/en-us/banking/07?product=QuickBooks%20Self-Employed.
Keep me in the loop if you need a hand with creating bank rules or any QBSe related. I'll be here to ensure your success. Have a great day ahead.
Good evening, @jmatayka.
There are a few possible reasons why you can’t connect to the bank in QBO:
If you have confirmed the required details, and you still can't find your bank. You'll need to use the Request support your bank option and ask us to add your bank. Let me walk you through the steps:
For additional reference, you can check this article: How to identify the correct bank.
Alternatively, you can create an account within your Chart of Accounts and manually download the transactions from your bank's website and import them into QuickBooks Online.
If you need further assistance, please feel free and leave me a Reply! I'm always here to help. Have a great rest of your week.
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Accept as solution"
So if I have a business account (whether checking or savings), it’s not eligible to link with quickbooks?
Let me share some information about connecting your account to Online banking, jmatayka.
QuickBooks works with thousands of banks and you can connect your business account (whether checking or savings). If you can't find your account on the list of the supported financial institution, it's possible we don't support your bank yet.
In this case, just send a request to add your bank for Online banking. You can check out this article for the steps and details: Problems finding a bank.
While waiting for the approval, please manually import your bank transactions by following the steps in Import transactions from other sources articles.
For more details about connecting your account, refer to this article: Connect bank and credit card accounts to QuickBooks Self-Employed (QBSE).
I've got a link here that provides you with articles about managing your bank feeds: https://quickbooks.intuit.com/learn-support/en-us/banking/07?product=QuickBooks%20Self-Employed.
Keep me in the loop if you need a hand with creating bank rules or any QBSe related. I'll be here to ensure your success. Have a great day ahead.
The problem unfortunately isn’t that the bank isn’t available. I’ve found the correct bank. The problem is that when I put in the correct information I get the message telling me there is no usable account with that bank although I definitely have a business checking with them. I’m trying to understand why it won’t connect to the account.
Hey RCV, thanks for the prompt response. The problem isn’t that the bank is not available. The bank IS available (Middlesex Federal Savings, F.A.) but when I put in the correct information I get the 103 message. Which is also strange because prior to starting this thread I got a completely different message that stated I had no usable account, not that the information I entered wasn’t correct... even though it’s the same exact bank and login information.
This error 103 occurs when your sign-in credentials don’t match with your bank’s website, @jmatayka.
I want to help, but it seems all possible ways to fix your concern is already provided in this thread.
To get this resolved, I suggest contacting our Technical Support team to check it further. They have tools that can determine the root cause of the issue. Here’s how:
In the meantime, consider adding them manually from your bank's website and import them into QuickBooks. You can refer to this article for more details: Add older transactions to QuickBooks Self-Employed.
Please know that Community is always here whenever you need help. Take care.
You have clicked a link to a site outside of the QuickBooks or ProFile Communities. By clicking "Continue", you will leave the community and be taken to that site instead.