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NEW Connect to DBS IDEAL direct bank feeds Click here
samalia
Moderator
Moderator
posted
‎January 20, 2022 06:43 AM
last updated ‎March 06, 2026 4:17 AM

Quick-Look FAQ: Banking

FAQ banking.png

Quick-Look FAQ South Africa: Banking

 

Connecting your Bank to QuickBooks Online

Online banking, or bank feeds, is a time-saving feature of QuickBooks Online. After you’ve connected your bank or credit card accounts to QuickBooks, your transactions are automatically downloaded and categorised for you. This means you don't have to enter transactions manually. All you have to do is approve them after they're downloaded and categorised. QuickBooks connects to over 20,000 banks and financial institutions worldwide and we’re constantly adding to this list. 

Is my Bank available?

To check whether your bank is available, here is a quick guide.

How do I connect my Bank or Credit Card Account to QuickBooks Online?

If your institution is available, connecting your bank or credit card account to QuickBooks Online is simple and secure. Here is a step-by-step guide.

What happens if I face issues in connecting my Bank?

If you have issues connecting your bank feed, here is a guide to troubleshoot issues. A description of some key error codes and how to fix them can be found here.

Is there a workaround if I cannot find/connect my Bank?

If your bank or credit card can't connect to QuickBooks, you can still upload transactions manually using a CSV file and then reconcile transactions. Follow this guide for the process. 

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4 Comments 4
tindandora536-gm
Level 1
‎February 02, 2024 04:23 PM

Quick-Look FAQ: Banking

booking my account 

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SarahannC
Moderator
Moderator
‎February 02, 2024 08:13 PM

Quick-Look FAQ: Banking

Hello there, tindandora536.

 

I want to help and provide exact information about your concern. However, I still need to gather more details about it. Can you tell me more about it? I would appreciate getting more information from you. This way, I can provide the right amount and solution to your question.

 

Visit again in the Community forum. I'll be around to help anytime.

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9002220607086
Level 1
2 weeks ago

Quick-Look FAQ: Banking

Please cancel my subscription 

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john_T
QuickBooks Team
QuickBooks Team
2 weeks ago

Quick-Look FAQ: Banking

Hi there, the steps for canceling QuickBooks Online depend on where you signed up for your subscription. In an instance where you signed up through a mobile app store, you'll need to go to your app store to cancel.

 

If you have purchased online directly from Intuit, you can simply click the gear icon, select Subscriptions and Billing, find the product you wish to Cancel, and then follow the on-screen steps. After your cancellation is successful, you’ll get a confirmation.

 

Note: After cancellation, your account will have read-only access for one year. I recommend saving or exporting a copy of your data from QuickBooks Online.

 

For more details, check out this link: Cancel your subscription.

 

If you have any other questions, kindly reply below.

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