Let me help you check why you're unable to connect your bank account, accounts-microlo.
You need to identify if your bank supports QuickBooks Online (QBO) to connect for online banking. If so, make sure to use the bank's URL when connecting to our system.
Also, some financial institutions have multiple bank names. Make sure to only use one release website for connection to QBO.
Then, you can connect your bank to QBO. Let me show you how it's done.
- Go to the Banking menu.
- Select Add account.
- Enter the name of your financial institution. When it appears, select it from the list.
- Select the link to go to your bank's website. This opens a new window.
- Make sure you can access your account through this site. See if you can view your account summary, account history, and account details without any errors.
- If you can access everything, sign out of the financial institution's website.
- Go back and continue to add the account in QuickBooks Online.
- Continue to add the account to QuickBooks Online.
If you're still not able to connect your bank account, you can send a request. Here's how:
- Go to the Banking menu.
- Select Add account.
- Search for the name of your financial institution. QuickBooks will show this message if it can't find your bank, "Hmm, we can’t find [name of the bank you entered] in our list of supported banks,"
- If you’re still unable to find your bank, click Request support for your bank.
- Enter your bank's web address (URL) in the field provided, then select Request.
For now, you can download transactions from the bank's website and manually upload them to QBO.
Stay in touch with me if you have additional questions about connecting your bank. I'll be right here to help and guide you through the process.
