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Find your bank or credit card account when you connect to online banking in QuickBooks Online

SOLVEDby QuickBooks4Updated 16 hours ago

Learn how to look up your bank when you connect it to online banking in QuickBooks Online.

When you set up online banking, you connect your bank and credit card accounts to automatically download transactions. If you can't find your financial institution when you set up, don't worry.

There are a number of reasons this can happen, but there are some steps you can take to find the right one.

You may have an issue finding or connecting to your bank if:

  • Your bank has multiple names on our list. Make sure you have selected the correct listing or have tried all possible links. Search by the banking sign-in URL to ensure you are using the correct listing.
  • Your bank does not connect to all types of accounts (for example, personal accounts vs business accounts).
  • Your bank is not a participating financial institution.

Step 1: Search for your bank

If you can't find your bank when you search:

  • Verify the spelling. Make sure the spelling is exactly as it appears on your bank's website.
  • Use very specific names to search for your bank. If you still can't find anything, try broader names like "HSBC".
  • Enter your bank's URL into the search. For example, search for "hsbc.com." for HSBC.
  • Search for the name of the issuing bank, meaning the bank that issued your bank card. "Citi" or "HSBC" should work, but "Visa" may be too generic.

Step 2: Try other listed versions of your bank's name

Sometimes a financial institution will have multiple bank names or they might have different types of accounts, but choose to only release one website for connection to QuickBooks Online.

One solution is to try other versions of your financial institution that are listed:

  1. Go to Transactions, then select Bank transactions (Take me there).
  2. Select Link account.
  3. Enter the name of your financial institution. When it appears, select it from the list.
  4. Select the link to go to your bank's website. This opens a new window.
  5. Make sure you can access your account through this site. See if you can view your account summary, account history, and account details without any errors.
  6. If you can access everything, sign out of the financial institution's website.
  7. Go back and continue to add the account in QuickBooks Online.
  8. Continue to add the account to QuickBooks Online.

Step 3: Request support for your bank

If you have tried all the options matching your bank's name and still can't connect, or if your bank doesn’t appear, request support for your bank.

  1. Go to Transactions, then select Bank transactions (Take me there).
  2. Select Connect 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 providers".
  4. Enter your Account provider name and Account provider sign-in URL, then select Request.
Tip: If none of the above steps solves the issue, you may still be able to download transactions from your bank's website and manually upload them to QuickBooks Online. Here's how to upload more than 90 days of bank transactions through Web Connect or import bank transactions from Excel CSV file to QuickBooks Online.

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