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July 15, 2022
Question

I am having trouble linking my checking account. The login info is correct

  • July 15, 2022
  • 1 reply
  • 0 views
It's TXN.bank it is in the list.

1 reply

Rose-A
July 15, 2022

Helping you link your TXN bank is my priority, farm-n-frame-gma. Let's get started.

 

To ensure you're linking the correct bank, let's log in to the bank's website. Once signed in, copy the bank URL and use it for searching the correct account in QuickBooks.

 

Here's how:

 

  1. From the left menu, click Transactions and choose Banking.
  2. On the Banking page, select the Link account.
  3. In the Search field, enter the TXN bank's URL (example: http://www.chase.com).
  4. Select your bank. If you see multiple options, you may have to repeat these steps to find the correct one.
  5. Enter your bank login on your bank's website, then select Continue.

 

Once connected, QuickBooks will automatically download your most recent transactions. I recommend categorizing your transactions. Also, you can match them to the existing entries in the software. Doing so will help you ensure the accuracy of your financial records.


For banking-related concerns and articles, you can go through this write-up: Bank feeds. This will provide you with links on how to resolve banking errors as well as other steps on how to reconcile an account in QuickBooks Online.

 

Please know that I'm just a post away should you need anything else. I'm always here to help and ensure that your questions are addressed accordingly. Wishing you a wonderful week ahead, farm-n-frame-gma.

Rose-A
July 19, 2022

Hi, farm-n-frame-gma.

 

Hope you're doing great. I wanted to see how everything is going about linking your TXN bank account. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I'd be happy to help you at anytime.

Looking forward to your reply. Have a pleasant day ahead!