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userleeann
Level 1

When will Investec be linked to Quickbooks Online?

 
1 Comment 1
JenoP
QuickBooks Team

When will Investec be linked to Quickbooks Online?

Hi there, userleeann.

 

I tried to search for Investec and I can see that it's already one of the Participating Financial Institutions. Although, I can only see the business banking account for this bank. If this is what you're looking for, make sure to:

 

  • Select the correct listing or try 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).

If you're trying to add a different type of account, you can send a request to have it supported in QBO. Here's how:

 

  1. Go back to the Banking menu and click Add account.
  2. Type in the name of the bank and press Enter.
  3. Scroll-down a little bit and select Request support for your bank.
  4. Enter your bank's web address (URL) in the field provided, then select Request.

 

Our engineers will try to contact and work with your bank to check if we can establish a a connection between the two systems. Let me also share this article for more details: Find Your Bank Or Credit Card Account When You Connect To Online Banking.

 

In the meantime, you can import your banking transactions as a CSV file. Here's an article as a guide: Import Bank Transactions From .CSV To QuickBooks

 

The Community is always here if you need anything else. 

 

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