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Hi there, igeenq.
I'm here to help you connect your bank account in QuickBooks Online (QBO). This way, you can monitor your transactions and keep your account updated as soon as possible.
Before we start, did you receive any error messages while connecting to your Maybank bank account? This way, I can provide the exact resolution about it.
Sometimes, when you find your financial institution in QuickBooks Online, you will see various bank names. If you haven't tried the other options matching your bank's name, then let's do that to see if you're able to link the account.
Here's how:
- Go to your bank's website and log in to your account.
- Copy the URL located at the address bar of your web browser.
- Log in to your QBO account.
- Choose the Banking tab and click Link account.
- Paste the URL and click the name.
- Enter your sign-in credential and follow the on-screen instructions.
If you're unable to see the specific bank after copying the URL, I'd recommend sending request support to your bank if you haven't attempted it yet. Let me show you how.
- In the Choose an account to link page, click the Still can't find your bank hyperlink.
- Type your bank's name and re-paste the URL.
- Tap Request.
You may refer to this article: Find your bank or credit card account when you connect to online banking.
In the meantime, you’ll want to manually upload your bank transactions to your account. Let me guide you how:
- Sign in to your bank website and follow the instructions on how to download your transactions as a comma-separated value (CSV) file.
- Go to the Banking tab on the left side.
- Click the Link account drop-down and choose Upload from a file.
- Tap Browse and pick the data.
- In the QuickBooks account field, select the account you want to upload the transactions into and click Next.
- Review all the fields, then tap Next.
- Click Let's go to complete the process.
Once done, you can now categorise those transactions to ensure there are no duplicates and reconcile them. For more details about the process, check out this page: Manually upload transactions.
Additionally, I've attached some articles that might help you fix some CSV issues and reconcile your books.
Let me know if you have any other concerns in managing your bank feeds. I’ll be around ready to help you. Take care and keep safe.
