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May 20, 2021
Question

How do I add a bank account that's not listed?

  • May 20, 2021
  • 1 reply
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1 reply

May 20, 2021

Hello @jodie3151-hotmai,

 

I'll help you connect your bank with QuickBooks Online.

 

If you can't find your financial institution when you set up, don't worry. You can try the following steps to find it.

 

  • Verify the spelling. Make sure the spelling is exactly as it appears on your bank's website.
  • Use very specific names to search for your bank. If you still can't find anything, try broader names like "Citi."
  • Enter your bank's URL into the search. For example, search for "hsbc.com." for HSBC.
  • Search for the name of the issuing bank, meaning the bank that issued your bank card. 

 

If you already tried all the options above and still you're unable to find your bank, you can request support from them. QuickBooks will then reach out to them for possible integration. 

 

  1. Go to the Banking menu or Transactions menu.
  2. Select Add 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 it, click Request support for your bank.
  5. Enter your bank's web address (URL) in the field provided, then select Request.

 

While waiting for the bank's approval, you can manually upload transactions into QuickBooks Online using an Excel CSV file.

 

Once your transactions are in QuickBooks, you can now match and categorise them. They will go directly into your accounts after you review them.

 

Don't hesitate to tag my name in the comment section below if you have other concerns or questions. I'm always ready to help.