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Nathan74-web
Level 1

I use Global Cash Card which is Meta Bank and it will not allow me to connect and add my statements.

 
1 Comment 1
AileneA
QuickBooks Team

I use Global Cash Card which is Meta Bank and it will not allow me to connect and add my statements.

Hi there, @Nathan74-web

 

When this is your first time connecting a Meta Bank account, you'll be asked to log in to the bank's website. From there, link your account to QuickBooks Self-Employed (QBSE) to establish a connection in the Banking section. 

 

If you clicked Continue and the link to your bank's website doesn't work, kindly copy the site's URL and open it separately in your browser. The supported browsers are Google Chrome, Internet Explorer, Mozilla Firefox, and Safari. 

 

Afterward, log in to your bank account's website, link it to QBSE, and go back to QBSE, and then connect Meta Bank again.  

 

Once added, all the transactions download automatically and categorize them. 

 

You can always visit this website: Banking Overview. This is a resource hub that contains articles to help you effectively manage your bank transactions in the system.  

  

Please keep me posted if you're able to connect your account. I'll be right here to help you out.

 

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