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francesco-gianol
Level 1

Hello! I am not able to connect my OCBC Bank account to quickbooks. Please note that I am referring to OCBC Malaysia! (not Singapore) Can you help me?

 
1 Comment 1
ChristieAnn
QuickBooks Team

Hello! I am not able to connect my OCBC Bank account to quickbooks. Please note that I am referring to OCBC Malaysia! (not Singapore) Can you help me?

Hi there, francesco-gianol.

 

Thank you for visiting the QuickBooks Community and for providing the name of your bank. I'll share troubleshooting steps to ensure you're able to connect your OCBC Bank account to QuickBooks.

 

Since you've confirmed that you're not able to connect the OCBC Bank, there are a few possible reasons why you're unable to link the bank. Those are:

 

  • Your bank has multiple names on our list. Make sure you have selected the correct listing or have tried all possible links. Search by the banking sign-in URL to ensure you are using the correct listing.
  • Your bank does not connect to all types of accounts (for example, personal accounts vs business accounts).
  • Your bank is not a participating financial institution.

 

If you're unable to find your bank after confirming the required details above, I recommend trying other versions of your financial institution that are listed.

 

Here's how:

 

  1. Go to the Banking menu at the left panel.
  2. Select Add account/Link account.
  3. Enter the name of your financial institution. When it appears, select it from the list.
  4. Continue to add the account to QuickBooks Online.

 

If you have tried all the options matching your bank's name and still can't connect, I suggest requesting support for your bank. You can click this article to view instructions on how to perform the process: Find your bank or credit card account when you connect to online banking.

 

 

In the meantime, you can manually upload the bank transactions into QuickBooks Online. Please open this article to see the detailed information and steps: Manually upload transactions into QuickBooks Online.

 

Please refer to this article to view steps on how you can review downloaded bank and credit card transactions by matching or adding them to avoid duplicate entries: Categorise and match online bank transactions in QuickBooks Online.

 

Please keep in touch with me here for all of your QBO needs. I'll always have your back. Thanks for coming to the Community and take care.