Hello, primemattress.
Your bank needs to be supported so you can connect it to QuickBooks Online (QBO). Let's go to the Banking menu to look for your bank and connect it accordingly.
When you set up online banking, search for your bank in the Banking menu to ensure they're supported. You can do this by making sure the spelling you enter is correct (exactly as it appears on your bank's website), or you can use their URL into the search. This way, you can connect to your appropriate account. To do this, here's how:
- Go to Bookkeeping, select Transactions, and then select Bank transactions or the Banking menu.
- If this is the first bank account you’ve set up, select Connect account. Or select Link account if you already created one.
- Search for your bank.
- Sign into your bank by entering your banking username and password. Then select Continue.
- Follow the on-screen steps to connect. Your bank may require additional security checks. It may take a few minutes to connect.
- Select any accounts you want to connect (savings, checking, or credit card). Then choose the matching account type from your chart of accounts in QuickBooks.
- Choose how far back you want to download transactions.
- Select Connect.
Once you're connected, your transactions automatically downloads. Review and categorise them to keep your financial data accurate.
To further guide you in finding your bank account when connecting to online banking, please see this article: Find your bank or credit card account when you connect to online banking.
In case you can’t find your bank but still want to add your transactions to QBO, you can also manually upload bank transactions.
Additionally, I encourage you to reconcile your accounts regularly (every month). This helps monitor your income and expense transactions and detect possible errors accordingly. You may want to check out this article as your reference in doing and fixing reconciliations in QBO: Learn the reconcile workflow in QuickBooks.
I'm all ears if you need further assistance with your bank connection in QBO. Simply add your reply below, and I'll circle back to help you.
