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events6
New Member

Hello I am trying to link my bank account to Quickbooks

 
1 Comment 1
Jessavell_A
QuickBooks Team

Hello I am trying to link my bank account to Quickbooks

Welcome to the Community space, @events6

 

First, I'd like to ask a few clarifying questions to better assist you and help you move forward. Are you unable to connect your bank to QuickBooks? If so, may I know if you encountered any error messages, and what's the name of your bank?

 

If you're having trouble connecting your bank, here are some possible reasons why: 

 

  • The bank may not be a participating institution.
  • Your bank might not connect to all types of accounts (for example, personal accounts vs. business accounts).
  • The bank is currently undergoing system maintenance.
  • Some banks have multiple names on our list. You might want to check and select the correct one, or try all possible bank URLs.

 

What you can do is reach out to your bank and check for any maintenance updates or ask if they need to establish a connection with QuickBooks. If everything is clear on your bank's side, ensure to select the correct bank name when connecting the account.

 

In the meantime, you can manually upload your transactions to continue with your banking tasks.

 

If you're referring to something else, please feel free to use the Reply button below.