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October 27, 2023
Question

When will CapitalOnTap be available for connection of bank feeds.This is for the UK market. As it os present for.the US market. I was previously told June 23.

  • October 27, 2023
  • 1 reply
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1 reply

DHeraV
October 27, 2023

I appreciate you taking the time to post your query here in the Community space, Callum.

 

I understand the advantage of connecting Capital On Tap UK to QuickBooks Online (QBO), however, we don't have the exact timeframe regarding its availability in QuickBooks.

 

In the meantime, I recommend sending a request to have your bank added to QuickBooks. Let me walk you through the process of how:
 

  1. In your QBO account, go to the Transactions tab, then select Bank transactions (Take me there).
  2. Select Link/Connect account.
  3. Search for the name of your financial institution, then select Still can't find your bank?


     
  4. Enter your bank's web address (URL) in the field provided, then select Request.

 

For detailed information, kindly visit: Find your bank or credit card account when you connect to online banking.
 

Additionally, you might be interested in reading this article that explains how to utilise bank rules to automatically categorise transactions from your bank: Set up bank rules to categorise online banking transactions in QuickBooks Online.
 

Just simply leave a comment below if you require further assistance or have additional banking queries in QBO. I'll make sure to offer the necessary support.