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January 12, 2022
Question

Why wont my account link even though I've accepted access?

  • January 12, 2022
  • 1 reply
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Original commenter did not share additional details

1 reply

January 13, 2022

I'm here to ensure you're able to link your bank account, @viviennerobson19.
 

Before we proceed, may I know the name of the bank account you're trying to connect in QuickBooks? Any additional information will get us closer to the resolution.

 

If this a new connection, I recommend validating the credentials first on the financial institution’s website. Once verified, try connecting the bank account again on your QuickBooks Online account by following the steps below:

 

  1. Go to the Banking menu.
  2. Click Add Account.
  3. Search your bank or use the correct URL when you log in to your bank's website. 
  4. Enter your bank's username and password.
  5. Select the type of account.
  6. Choose how far back you want to download bank transactions.
  7. Click Connect.

 

Moreover, you can also manually upload transactions into QuickBooks Online.

 

Once your bank transactions are downloaded, you can start categorising and matching them. When you're ready, you can do your regular bank reconciliation

 

I've got your back if there's anything else I can help you with online banking or any QuickBooks tasks. Have a good one.