Hello there.
Great having you join us here in the Community and share your concerns. I'd be delighted to assist you so you can seamlessly link your bank account to QuickBooks Online.
Beforehand, I need more information to help me get on the same page. Like, have you encountered errors when trying to connect your bank account? And would you mind sharing the name of your bank? This way, I can further check on my end if other users also encountered the same issue.
In the meantime, I've got some troubleshooting steps for you to perform to get around this issue.
First, log in to your QBO using a private window. It doesn't use the existing cache files to help us determine if this is a browser-related issue. Feel free to use either of these keyboard shortcuts depending on your browser:
- Google Chrome: Ctrl + Shift + N
- Safari 11 or newer: ⌘ + Shift + N
- Mozilla Firefox: Ctrl + Shift + P
- Microsoft Edge: Ctrl + Shift + P
From there, you can go back to your original browser and clear its cache to start fresh. You can also use another supported, up-to-date browser to narrow down the results.
If the issue persists, we can consider the reasons why you're unable to link the bank. Those are:
- Your bank has multiple names on our list. Ensure you've selected the correct listing or have tried all possible links. Search by the banking sign-in URL to ensure you use the accurate listing.
- Your bank does not connect to all types of accounts (for example, personal accounts vs. business accounts).
- Your bank isn't a participating financial institution.
If you can't find your financial institution when you set it up, I recommend requesting support from your bank. You can learn more about this by checking out this article's Request support for your bank section: Find your bank or credit card account when you connect to online banking.
Alternatively, you can still manually upload your bank transactions to QuickBooks if you cannot connect your bank account.
Once you're settled, you might want to review these handy resources to organise your transactions seamlessly:
If you have any additional concerns with connecting your accounts. Please don't hesitate to include them in your response. I'll be right there to help you whenever you need it. Keep safe!
