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September 11, 2022
Question

Hi i try to connect capital on tap. But in the list is only capital on tap us. I need capital on tap uk

  • September 11, 2022
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1 reply

MJoy_D
September 11, 2022

I can share some information about connecting a bank account in QuickBooks Online (QBO), sultonas1.

 

You can send us to request support for Capital on Tap. This process may take some time since it'll depend on the approval of the bank itself. 

 

Let me show you how:

 

  1. Go to the Banking menu (or Transactions menu) on the left pane.
  2. Select Connect account.
  3. Search your bank or credit card using either their respective names or URL.
  4. Click on Request support for your bank.
  5. On the next page, provide the bank information. Click on Request once you're done. 

 

For more information on what to do if you can't find your bank and send us a request to support your bank from the Banking page: Find your bank or credit card account when you connect to online banking.

 

In the meantime, you can manually download the transactions from the bank and then upload the file to your account. Refer to this article for detailed guidance: Manually upload transactions into QuickBooks Online

 

From here, you can now put them in the correct accounts: Categorise and match online bank transactions in QuickBooks Online.

 

Let me know if there's anything else that I can help with your bank transactions. I'm always here to assist. Take care and have a great rest of the day!