I can offer assistance in adding your Wio Bank account to QuickBooks Online (QBO), Mazen.
If you don't see your bank listed in the banking section of QBO, it may not currently supported yet. You can submit a request to add it to the list of supported banks as a workaround. Please note that this process may take some time as it involves considering the number of requests received and obtaining approval from the bank.
Here's how:
- Go to the Transactions section and select Bank transactions.
- Choose Link account.
- Search for your financial institution's name. If QuickBooks doesn't find it, you'll see a message saying, "Hmm, we can't find [name of the bank you entered] in our list of supported banks." You'll then receive helpful tips to try and locate your bank account.
- If you still can't find your bank, click the Still can't find your provider? link.
- Enter your bank's web address (URL) in the provided field, and then select Request.
In the meantime, you can add your Wio bank transactions by downloading a CSV file format from your bank and uploading them to QBO.
To upload the transactions to QBO:
- Navigate to the Transactions tab and click on Bank transactions.
- Locate and click on the blue tile representing the account where you want to upload the transactions.
- Click the Link account ▼ dropdown and then Upload from file.
- Choose either the Drag and drop option or select files to locate and select the file you downloaded from your bank. Then, click on Continue.
- In the QuickBooks account ▼ dropdown, select the account you want to upload the transactions into. Then select Continue.
- Follow the onscreen instructions to match the columns from the file with the appropriate fields in QuickBooks. Then, click on Continue.
- Select the transactions you want to import, and click on Continue.
- Confirm by selecting Yes, then click on Done to complete the process.
After obtaining your bank data, take the necessary step of categorising the transactions accurately to maintain proper accounting.
If you have any additional inquiries or need further assistance with linking your bank account, please don't hesitate to add a response. I'm here to help you out again.
