Skip to main content
January 3, 2022
Question

Hi, can I connect my Monese bank account to the QB app?

  • January 3, 2022
  • 1 reply
  • 0 views
Original commenter did not share additional details

1 reply

JoesemM
January 3, 2022

I'm here to share help on how you can connect your bank account to QuickBooks, @tyhe-mbc4fitness.

 

Yes, you can connect your Monese bank to QuickBooks mobile app. Just go to the Banking menu and connect your bank from there.  

 

If you're using an iPhone or iPad (iOS):

 

  1. Click the profile icon.
  2. Select Settings and then Bank accounts.
  3. Tap the Plus (+) icon.
  4. Search for your bank by name or URL.
  5. Enter the sign-in info you use for your bank's website.
  6. When you're ready, select Sign-in.

On a phone or tablet with android:

  1. Select the menu ☰ icon.
  2. Select Settings and then Bank accounts.
  3. Select the Plus (+) icon.
  4. Search for your bank by name or URL.
  5. Enter the sign-in info you use for your bank's website.
  6. When you're ready, select Sign-in.

 

In case your bank isn't yet added to the list of supported banks. You'll have to use the Request support for your bank option in the Banking menu. This will notify our banking engineers about the new website and update it in the system.

 

Here's how:

 

  1. Go to the Banking or Transactions menu.
  2. Select Add account.
  3. On the Connect an account page, enter the Monese bank website.
  4. You'll get the message, "Hmm, we can’t find [name of the bank you entered] in our list of supported banks," and you will be presented with helpful tips to try and locate your bank account.
  5. Click the Request support for your bank button.
  6. Enter all the necessary details.
  7. Select Request.

 

For more details, see this article: Find your bank or credit card account when you connect to online banking

 

Once you're done submitting your request, you can use another way to record your bank transactions to QuickBooks. Here's an article for your reference: Manually upload transactions into QuickBooks Online.

 

I've listed these articles below, once your bank account is connected to QuickBooks. This will guide you on how to categorise bank transactions and reconcile your account:

 

 

You can always leave your comments here if you have follow-up questions. I'm always here to help you out. Wishing you happy and prosperous new year, @tyhe-mbc4fitness.