Hi. I am struggling to also connect my business account. Please can you advise. Thanks

Hi there, mwtreeservices-o.

Let me point you in the right direction on how to connect your bank to QuickBooks Online (QBO).

Before we proceed, may I know the name of your Financial Institution? Did you receive any errors? This way, I can provide the best solution to your concern.

Here are the following scenarios of why you're unable to connect your bank or credit card account:

• The bank may not be a participating bank and it doesn’t connect to all types of accounts. For example, personal accounts vs. business accounts).
• Your Financial institution is having system maintenance.
• Some banks have multiple names on our list. You might want to check and select the correct one or try all possible bank URLs.

To link your account, let’s try other versions of your bank’s name. I’ll guide you on how to do this in QBO.

1. Go to the Banking or Transactions menu on the left panel.
2. Select Link account or Add account.
3. In the Connect your bank or credit card to bring in your transactions field, enter the URL listed for your bank.
4. Follow the on-screen instructions to connect your bank

For more insights into this process, you can browse through this article: Find your bank or credit card account when you connect to online banking. It contains tips on how to find or connect an account.

Additionally, these resources provide information about classifying and matching downloaded data. From there, you’ll learn how to perform a manual update and fix common online banking errors.

• Categorise and match online bank transactions in QuickBooks Online
• Fix Online Banking Errors in QuickBooks Online

Feel free to tag me if you have more banking concerns or any QuickBooks-related. I’m always ready to lend a helping hand.