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May 1, 2021
Question

Hi, If a bank account isn't listed on the list of banks that can sync with quickbooks is there no way to sync it? For example anna

  • May 1, 2021
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1 reply

IamjuViel
May 3, 2021

Hello there, @amir_15-hotmail-.

 

Yes, there's no way to automatically sync it with QuickBooks. However, you can manually add the bank account to your chart of account. Then, you can download the transactions from your bank and import it to QuickBooks. I can guide you on how to do it.

 

Here's how to manually add your account:

  1. Go to the Accounting menu.
  2. Choose the Chart of Accounts tab.
  3. Click the New button.
  4. Enter the account details. 
  5. Select the Save and Close button.

Once completed, you can now download your bank transactions. Here are the supported file that you can import:

  • Comma-Separated Values (CSV)
  • Quicken (QFX)
  • QuickBooks Online (QBO)
  • Microsoft Money (OFX) 

Make sure that the file size doesn't go beyond the maximum of 350 KB. You can check it by clicking the file and choosing Properties. You can refer to this article for the step-by-step instructions on how to import it: Manually upload transactions into QuickBooks Online.

 

On the other hand, you can follow these steps so you can send a request so that your bank will be supported by QuickBooks:

  1. When you enter your bank and click Find, you'll get the message: Hmm, we can’t find [name of the bank you entered] in our list of supported bank.
  2. Click on the button Request support for your bank.
  3. Enter your bank's website in the field provided.
  4. Select Request

You can read through this article for more detailed steps: How to identify the correct bank.

 

Lastly, you can use these articles in managing your transactions:

Get back to us here if you have other questions or concerns. I'm always here to lend a hand.