Account management

I understand the importance of connecting your bank account seamlessly in QBO, @Coastal33928. Let's work together to ensure you have the correct link for a successful connection.

Please be aware that QBO relies on certain integrations of bank connections from your bank. With this, I recommend reaching out to your bank to confirm if the link you need is compatible with QBO and to request integration if it isn't.

Additionally, you can also submit a request within QBO for additional assistance. Here's how:

1. Go to Transactions, then select Bank Transactions.
2. Hit Link 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 still need help finding your bank, click Request.
5. Enter your bank's web address (URL) in the field provided, then select Request.

In the meantime, you can manually upload your bank transactions into QBO to keep your financial data secure and accurate. For guidance, follow the steps below:

1. From Transactions, hit Bank Transactions.
2. Click the Link account dropdown and choose Select from file.
3. Put your downloaded file in the Drag and drop or select files.
4. If done, hit Continue.
5. For the QuickBooks Account, select the Add new and enter the account details. If done, hit Save and Close and tap Continue.
6. Finish your setting up of account in QuickBooks.

On the other hand, to ensure your accounting transactions are accurately recorded, QBO lets you easily categorize them. See this resource on how: Categorize online bank transactions in QuickBooks Online.

If you have any lingering questions or concerns about connecting your bank account or sending a request, please feel free to let me know. I'm here to assist you and provide prompt support.