Unable to link my bank with quick books

Hello there, @jason-sonko.

Here are some of the possible reasons you're unable to link your bank to QuickBooks Online (QBO): 

• The bank has multiple names on our list. 
• The bank is performing system maintenance. 
• There are notifications on your bank’s website that need your attention.
• The bank isn't a participating financial institution if this is the first time you connect it to the program. 

When you connect your account for the first time, you can use your bank website's URL. This ensures you're using the correct listing and connects the right one. Let me guide you how. 

1. Go to the Banking menu. 
2. Select Add account or Connect account.
3. On your bank website's screen, copy the URL and then paste it into the Enter your bank name or URL search box.
4. Choose the bank emblem. 
5. Manually enter your User ID and Password for the financial institution website.
6. Click Continue.
7. Complete the extra security verification and select Connect.
8. Select the Account type drop-down menu to your bank account.
9. Click Connect.

Once your bank is performing system maintenance, you can manually update your account. This refreshes the connection between your financial institution and the program. Let me guide you how.

1. Go to the Banking or Transactions menu.
2. Select  the blue tile for your credit card account.
3. Click the Update button.
4. (Optional) Follow the on-screen instructions to complete the process.

I've attached a screenshot below that shows the first three steps.

Then, you'll have to sign in to your bank's website. This is to check your account page for messages or alerts that need your attention.  Once you make changes on the website (i.e. login credentials and account info), you'll have to update QuickBooks as well. Here's how: 

1. Go to the Banking or Transactions menu.
2. Select  the blue tile for your credit card account.
3. Click the Edit icon.
4. Choose either Edit sign-in info or Edit account info.
5. Enter all the necessary details and follow the on-screen instructions to complete the process.

I've attached a screenshot below that shows the first four steps.

However, in case you're still unable to link the bank to the program or it doesn't appear as a choice, I'd recommend requesting support for 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. Then, you can download the bank transactions using Web Connect or import them from Excel CSV file into QBO.

Once linked, your latest transactions will automatically be downloaded. All you have to do is review and/or match them to the existing entries in QuickBooks. For the step-by-step guide, kindly refer to this article: Categorise and match online bank transactions in QuickBooks Online. It also contains instructions about excluding personal and duplicate transactions.

Additionally, I'd also recommend reconciling your bank account every month. This is to monitor your expenses and detect errors accordingly. To learn more about this, you can refer to this article: Reconcile an account in QuickBooks Online. It includes information about editing completed reconciliations.

I want to make sure I've got everything covered. You can share any error messages you've encountered and the name of your financial institution. This way, I can provide an exact resolution.

Please know that you're always welcome to comment below if you have other concerns or follow-up inquiries about linking bank accounts and managing online banking transactions in QBO. I'm just around to help. Take care always.