Thanks for reaching out to the Community, peggy42.
To verify my understanding, what's the error message you're receiving when trying to connect with Valley Bank?
There's several possible reasons why you're unable to connect with a particular financial institution:
- Many banks have multiple names on our list.
- The bank may not connect to all types of accounts.
- The bank may not be a participating institution.
Initially, I'd recommend checking the link you're using to verify it's accurate. You can go to your bank’s website and copy their URL, then paste it in the Enter your bank name or URL search box.
If you get the same result, try other titles of your financial institution that are listed. Sometimes a bank has multiple names, or they might have different types of accounts.
Here's how:
- In the left navigation bar, go to Banking.
- On your Banking screen, click Add Account.
- Search for the financial institution and choose it from your list.
- Hit the link for your bank's website.
- Confirm you can access the account through their site by verifying that you can see your account summary, history, and details.
- If you're able to access the account successfully, log out of their website and continue to add your account in QuickBooks.
In the event you've tried all the options for your bank's name and still can't connect, you can send a request to add your bank on the list of supported financial institutions. You can do so by clicking Request support for your bank, entering your bank's URL in the field provided, then selecting Request.
For additional information, you can also check our guide on connecting bank accounts and credit cards.
As a workaround, you can manually import transactions into your books for the time being.
Please feel welcome to send a reply if there's any questions or additional information you'd like to provide. Have a lovely day!
