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April 1, 2020
Question

What should I do if my bank is not in your banks list?

  • April 1, 2020
  • 1 reply
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1 reply

April 1, 2020

Welcome to the Online Community, hr-fitnesstraini.

 

Let's make sure you're able to get your bank information into QuickBooks Online. If you're trying to add you're bank as one of the supported financial institutions, you'll have to use the Request support your bank option and asks us to add your bank. Let me guide you through the steps:

  1. When entering your bank and clicking on Find, you'll get the message: Hmm, we can't find [ name of the bank you entered ] in our list of the 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 check this article on how to identify the correct bank for more details. 

 

However, if you'll want to add a bank in the Chart of Accounts, here's how to set this up:

  1. From the Accounting menu, select Chart of Accounts.
  2. Click on the New button.
  3. Choose Bank as the Account Type.
  4. In the Detail Type drop-down, select the appropriate account.
  5. Enter a name in the Name field.
  6. Click Save and close.

In the meantime, we can use the WebConnect feature to help us download transactions from your account then manually import them into QBO.

 

If there's anything else I can do to help with your banking concerns, please leave a comment below.