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charlenwill-mweb
Level 1

If My account is with Capitech. I log in then it directs to my banking app , What option to choose to link account.

How can I connect
How am I supposed to connect
What am I doing wrong
1 Comment 1
CharleneMaeF
QuickBooks Team

If My account is with Capitech. I log in then it directs to my banking app , What option to choose to link account.

I can help connect your Capitech account to QuickBooks Online (QBO), charlenwill.

 

When connecting your account, you'll need to sign in to your bank by entering your username and password. It could be the reason it directs you to the banking app. I recommend following the instructions in this article to link it successfully: Connect Bank and Credit Card Accounts.

 

If you're unable to do so, I recommend manually uploading transactions into the program in the meantime. Doing so ensures you can review your transactions and categorise them. Allow me to provide the detailed steps.

 

First, get the transactions from your financial institution:

 

  1. Sign in to the Capitech website.
  2. Follow the instructions on how to download CSV files of your transactions to your computer. Every financial institution has different steps.
  3. Make sure the date range for the download begins at least one day before your oldest transaction.
  4. Download your transactions. Save the file somewhere you can easily find it, like your computer's desktop.

 

Once done, upload them to the program:

 

  1. Go to Transactions, then select Bank transactions.
  2. Choose Upload transactions or Upload from file.
    1.PNG
  3. Click Drag and drop or select files and add the downloaded file. Then, Continue.
    2.PNG
  4. In the QuickBooks account ▼ drop-down menu, choose the account you want to upload the transactions. Then, Continue.
    3.PNG
  5. Set up your file in QuickBooks to match everything, then Continue.
    4.PNG
  6. Complete the set up to ensure you an import the data successfully.

 

In addition, I suggest submitting a request to add Capitech to the list of supported institutions. Here's how:

 

  1. Go to Transactions, then select Bank transactions.
  2. Select Connect account or Link account.
  3. Click 'Still can’t find your bank?'. Scroll down the page to find this.
  4. Enter your bank name and web address (URL) in the field provided, then select Request.

 

Please feel free to reach out to me anytime if you require further assistance with QuickBooks. My goal is to ensure that you always achieve your desired outcomes in your bookkeeping.