Solved

I have capital on tap credit card but there is no option to link it with QB?

Forum|Forum|5 years ago
March 1, 2021
1 reply
0 views

Original commenter did not share additional details

QuickBooks Online

Best answer by GeorgiaC

Is there any updates now?

Can we get live feed to Capital On Tap?

What's the process to set it up?

Hi DeepakT1, Capital on Tap is not currently available on Open Banking in QuickBooks. To request support, please navigate to banking > link account > enter bank name > select option 'still can't find your bank? click here' - in the meantime, you can manually upload a CSV file to continue speed up data entry.

MarsStephanieL

Hi there, @userinam.

I'm here to help you connect your bank account with QuickBooks Online.

You can go directly to the Capital On Tap bank website and copy the website link. Once done, paste it in the search box on the QuickBooks Online Banking page, I'd be happy to guide you through it.

On your QuickBooks Online Banking page, click Connect account.
Paste the URL in the search bar and press Enter.
Locate the back and click it. If you're not able to see the bank, you can request a connection by clicking Still can't find your bank.
Enter the name of the Bank "Capital On Tap" and paste the URL in the Bank web address.
Select the Request button. I've included some screenshots to see how it looks like:

After sending a request, QuickBooks will work with your bank to enable the integration. While waiting, you can manually bring your bank transactions to QuickBooks Online. I've added an article to know more about the process: Manually upload transactions into QuickBooks Online.

You may consider checking this reference if your bank is under this new regulation: Understanding if you can connect your bank feeds to Open Banking.

You're always welcome to let me know in the comment section if you have other questions. It would be my pleasure to assist you further. Take care.