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thebrassturtlelodge
Level 1

Not able to link bank account

Link bank account

1 Comment 1
MirriamM
Moderator

Not able to link bank account

I'm here to support you and help navigate any challenges you're facing while connecting your bank account in QuickBooks Online (QBO), thebrassturtlelodge.

 

To ensure we're on the same page, could you please confirm the name of the bank account you're having trouble linking? If you've encountered a specific bank connection error, sharing those details would be very helpful in finding the right solution for you.

 

In the meantime, I recommend verifying your bank login credentials by signing into your bank's website to confirm the account details. Use the correct URL from your bank’s website when connecting it in QBO. Also, financial institutions sometimes have multiple bank names, so make sure to select the exact one from your bank's website.

 

Here's how to connect your bank account in QuickBooks Online:

 

  1. Choose Bank transactions from the Transactions menu.
  2. Select Link Account.
  3. Enter the URL or name of your bank in the Search field, then select the bank.
  4. Enter your Sign info in the Login and Password fields, then select Continue
  5. Select the account that you want to connect and date to pull transactions from the dropdown ▼. Then, select Next.
  6. Select your account type on the Account type ▼ dropdown, then select Next.
  7. Map the bank account in the Existing accounts ▼ dropdown, then select Next.
  8. Select Connect, then select Done.

 

For more detailed steps on connecting your bank account, check out this article: Connect bank and credit card accounts to QuickBooks Online.

 

Once your bank transactions are downloaded, you can start categorising them to keep your books accurate and organized.

 

Are you looking for more help with uploading your bank transactions? Simply click Reply below. I can’t wait to support you again!