posted
I'll help make sure you can connect your bank, @jeremy-aloevets-.
The following are the possible reasons why you're unable to connect your Investec Bank in QuickBooks:
- Some banks have multiple names on our list.
- The bank might not connect to all types of accounts (for example, personal accounts vs. business accounts).
- The bank may not be a participating financial institution.
First, let's try using other keywords or links to locate your bank. Here's how:
- Go to the Banking menu.
- Select Connect account if this is your first time connecting it to online banking. Otherwise, choose Link account.
- Enter your bank name or URL on the search bar, and then choose your bank from the list.
- Type your username and password, and then select Continue.
- Follow the on-screen steps connect.
- Click Connect once done.
If none of these work, you can contact your bank to request they establish a connection with Intuit. For the detailed steps, please see Step 3 in this article: Find your bank or credit card account when you connect to online banking.
When you're ready, you can start categorising and matching your entries to ensure they're accounted for correctly and prevent any duplicates.
In case you're unable to download your transactions in QuickBooks or run into an error, you can use this handy resource to resolve them: Bank fixes in QuickBooks Online.
I've got your back if you need more help with managing your online banking in QuickBooks. Just click the Reply button so I can assist you further.
