I appreciate your troubleshooting efforts to have a seamless integration of your financial tools with QuickBooks Online (QBO), hide. I'm here to provide the support you need and work through any challenges you're experiencing while connecting your Commerce Bank of Wyoming credit card.
We currently haven't received similar reports from other users with the same challenges as yours. Could you let us know if you're encountering a specific bank connection error? Any additional details would be helpful in finding the right solution for you.
In the meantime, I suggest confirming the correct login credentials of your bank. You can do this by signing in to your bank's website to ensure the account and details are correct. Once done, you can use the bank's URL when connecting to our system. Also, some financial institutions have multiple bank names. Make sure to only use the one release from your website.
To connect your bank account, here's what you'll need to do:
- Choose Bank transactions from the Transactions menu.
- Select Link Account.
- Enter the URL or name of your bank in the Search field, then select the bank.
- Enter your Sign info in the Login and Password fields, then select Continue.
- Select the account that you want to connect and date to pull transactions from the dropdown ▼. Then, select Next.
- Select your account type on the Account type ▼ dropdown, then select Next.
- Map the bank account in the Existing accounts ▼ dropdown, then select Next.
- Select Connect, then select Done.
For more details on getting your bank account connected, check out this article: Connect bank and credit card accounts to QuickBooks Online.
Once your bank transactions downloads, you can now start categorizing your transactions. This helps keep your books correct and organized.
Are you looking for more help with uploading your bank transactions, hide? Simply click Reply below. I can’t wait to support you again!
