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shivy147-hotmail
Level 1

Cant connect bank account. Need account to be ported to australia

 
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RCV
QuickBooks Team
QuickBooks Team

Cant connect bank account. Need account to be ported to australia

Allow me to assist you in connecting your bank to QuickBooks Online. (QBO).

We may look up the bank's name in the Banking menu. We can connect it and deliver your transactions if the system generates the bank. Here's an example screenshot for your convenience:

 

 

 

Go to your bank's website first to ensure we connect with our financial institution. The URL will then be copied. After that, proceed as follows: 

 

  1. Go to your bank website and copy the URL.
  2. Log in to your QBO account and go to the Banking menu.
  3. Within the Banking tab, 
  4. Click Connect. Then, paste the URL in the search box.
  5. Follow the on-screen instruction.

 

If it is not visible, we can contact your bank for assistance. If you are unable to locate your bank after entering the necessary information, you can request assistance. Let me show you how:

 

  1. Enter the bank name or URL in the search field.
  2. Click Still can't find your bank? or Request support for your bank.
  3. Enter your bank's website in the field provided.
  4. Press Request.

 

 

 

For more information about the process, you may visit this article: Find your bank or credit card account when you connect to online banking. In the meantime, you can import your bank transactions manually while waiting for the bank request's result. Here's how:

 

  1. Go to the Banking tab.
  2. Select Browse, then choose the file you downloaded from your bank and hit Next.
  3. Select Add New ▼ from the drop-down menu to create a new bank account.
  4. Match the columns on the file with the banking fields in QBO and select Next.
  5. Choose Let's go when you're ready.

 

For the detailed instructions check out this article: Manually upload transactions into QBO. Next, you can match and categorise bank transactions in QBO to ensure there aren't any duplicates.

 

I've included a useful article that you might use in the future about how to connect banks and what to do if you don’t see your recently downloaded bank transactions in QuickBooks Online.

 

 

Please keep me updated if you have any questions or concerns about Online banking. I'll be by your side every step of the way. Take care and have a wonderful day.