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emmaosullivan01@
Level 1

Who else is having issues adding bank connections in quickbooks?

 
1 Comment 1
SarahannC
Moderator

Who else is having issues adding bank connections in quickbooks?

Hello there, emmaosullivan01@.

 

There are a few possible reasons why you can't connect to the bank. Some banks may have multiple names on our list and might not connect to all types of accounts (for example, personal accounts vs. business accounts). The bank may not be participating or supported with QuickBooks. You can contact the bank to request they establish a relationship with Intuit. 

 

Here's how to link a bank account in QBO:
 

  1. Log in to your QuickBooks Online account. Then, go to the Banking page on the left panel.
  2. Click Add account.
  3. Search for the right account. It would be better to copy the URL of your bank's website and paste it into the field.
  4. Then, connect it with QuickBooks so you can bring your transactions into the program.

 

Also, you have an option to manually upload the bank transactions using the CSV file to bringing transactions to QuickBooks. You'll need to download transactions from your bank first by logging in to your bank's website. Then, follow the given instructions on how to download transactions and save the file on your desktop or anywhere you can easily find it.

 

 Once done, upload them to your book by following these steps:

 

  1. Sign to your QBO account and select Transactions on the left panel.
  2. Click Link account drop-down arrow.
  3. Select Upload from file. Then, click the file you've saved on your computer.

 

You can use these articles as additional reference in fixing bank upload errors, categorising transactions after imported them, and the reconciliation workflow in QBO:

 

 

Please don't hesitate to post again if you need further assistance. I'll be right here to help you figure it out. Take care and stay safe always.