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April 5, 2021
Question

It won’t let me link my bank account

  • April 5, 2021
  • 1 reply
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1 reply

katherinejoyceO
April 5, 2021

It's my pleasure to help you connect your bank account in the system, @Adam61

 

To give you quick insights about why you're unable to connect your bank account, it could be because of the following scenarios:

 

  • The bank may not be a participating bank. 
  • Your bank might not connect to all types of accounts (for example, personal accounts vs. business accounts).
  • The bank is having system maintenance.
  • Some banks have multiple names on our list. You might want to check and select the correct one or try all possible bank URLs.

 

Also, may I know what's the name of your bank so I can check our records for any investigations?

 

You can also contact your bank and check for any maintenance update or request to establish a connection with QuickBooks. Once everyting's good from your bank's side, make sure to select the correct bank name when connecting the account.

 

Here's how:

 

  1. Go to the Banking menu, then select Link account or Add account
  2. In the Connect your bank or credit card to bring in your transactions field, enter the URL listed for your bank.
  3. Follow the on-screen instruction to connect your account.

 

I'm also adding this article in case you're able to connect the account but can't update the transactions because of a bank error: What to do if you get a bank error or can't download transactions in QuickBooks Online.

 

I'm looking forward to hearing again from you to answer your next posts in the Community. Take care.