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info-call2instal
Level 1

When i connect the bank it only shows my personal account and not my business account which it needs to connect to

 
1 Comment 1
AbegailS_
QuickBooks Team

When i connect the bank it only shows my personal account and not my business account which it needs to connect to

I can help you in finding your company account so that you can link it to QuickBooks Online (QBO), info-call2install.

 

QuickBooks Online allows you to connect as many accounts as you need to automatically download recent transactions. However, there are some possible reasons why you're unable to find or connect to your bank when you search it:

 

  • Your bank doesn't connect to all types of accounts, such as personal accounts vs. business accounts.
  • Your financial institution has multiple names on our list.
  • The bank isn't a participating financial institution.

 

To help fix this, I'd suggest using either the bank name or URL to ensure you're using the correct listing when you add the account.

 

Here's how: 

 

  1. Go to Banking from the left menu.
  2. Select Add Account.
  3. Use either the bank name or URL in the Search box.
  4. Search for your financial institution and choose it from the list..
  5. Select the link for your bank's website to open the bank's website.
  6. Make sure you can access your account through this site by verifying that you can see your account information without any errors.
  7. If you access the account successfully, log out of the financial institution's website. Then, continue to add the account in the program.

 

If you have tried all the options matching your bank's name and still can't connect, I suggest requesting support from your bank. Please follow the steps below.

 

  1. Go to the Banking menu.
  2. Select Add account.
  3. Search for the name of your financial institution. If QuickBooks is unable to find your bank, you will get the message, "Hmm, we can’t find [name of the bank you entered] in our list of supported banks," and you will be presented with helpful tips to try and locate your bank account.
  4. If you’re still unable to find your bank, select Request support for your bank.
  5. Enter your bank's web address (URL) in the field provided, then select Request.

 

For additional information, you can click this article: Find your bank or credit card account when you connect to online banking.

 

In the meantime, you can manually upload the bank transactions into QuickBooks Online. You can click on this article on how to perform the steps: Manually upload transactions into QuickBooks Online. After that, transactions will add to your Online banking.

 

I've also got these articles for reference:

Let me know in the comments below if you have other questions about online banking in QBO. I'll be right around the corner if you need further assistance. Enjoy the rest of the day!