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February 5, 2023
Question

Hi my buisness banking is with ANNA I can't seem to link with quick books is there anyway it can be added?

  • February 5, 2023
  • 1 reply
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1 reply

MariaSoledadG
February 5, 2023

Let's make sure you'll be able to connect with your bank. m-zahid-man-guar.

 

There are times a financial institution will have multiple bank names or they might have different types of accounts but choose to only release one website for connection to QuickBooks Online. You'll want to try other versions of your financial institution that are listed:

 

  1. Go to Bookkeeping, select Transactions, then select Bank transactions (Take me there).
  2. Select Connect account.
  3. Enter the name of your financial institution. When it appears, select it from the list.
  4. Select the link to go to your bank's website. This opens a new window.
  5. Make sure you can access your account through this site. See if you can view your account summary, account history, and account details without any errors.
  6. If you can access everything, sign out of the financial institution's website.
  7. Go back and continue to add the account in QuickBooks Online.
  8. Continue to add the account to QuickBooks Online.

 

However, if you've tried all the options matching your bank's name and yet your bank doesn’t appear, you can request support from your bank. Here's how:

 

  1. Go to Bookkeeping, select Transactions, then select Bank transactions (Take me there).
  2. Select Connect account.
  3. Search for the name of your financial institution. If QuickBooks is unable to find your bank, you will 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.
  4. If you’re still unable to find your bank, select Request.
  5. Enter your bank's web address (URL) in the field provided, then select Request.

 

In the meantime, you can upload transactions manually in QuickBooks while waiting for your bank to be added. I've got this article for more information: Manually Upload Transactions Into QuickBooks Online.

 

Please get back to us if you have any questions about connecting with your bank. The Community is always right here to assist you 24/7.