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clarevbryant
December 10, 2019
Solved

Where on the app can i find the banking menu. I want to connect my bank account

  • December 10, 2019
  • 1 reply
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Original commenter did not share additional details
Best answer by Jen_D

Glad to hear back from you, @clarevbryant,

 

You can uninstall and reinstall the app which helps resolve unexpected behavior on mobile devices. It also ensures updated security settings are downloaded.

 

For instructions on how to install the app: How to download the QuickBooks Online mobile app.

 

Once reinstalled, try out these steps to add your bank account:

 

  1. Click the Hamburger icon found at the top-left section of the app.
  2. Press the Banking menu then select the financial institutions connect.
  3. If you're unable to see your F.I. on the list, try entering its name on the search field.

For quick access to mobile app resources, see this article: Mobile applications hub.

 

I want to make sure this issue is rectified, leave a comment below on how things go. I'll be more than happy to provide further assistance whenever you need one. Have a nice day! Take care.

1 reply

E
EmmaM
December 10, 2019

Hello Clarevbryant

 

To connect the bank in the app if you go to the 3 lines in the top left>banking>the + symbol>add an account>search for the bank.

 

Any questions let us know

 

Thanks

C
clarevbryantAuthor
December 10, 2019
@EmmaM wrote:

Hello Clarevbryant

 

To connect the bank in the app if you go to the 3 lines in the top left>banking>the + symbol>add an account>search for the bank.

 

Any questions let us know

 

Thanks

Thanks. 

@EmmaM wrote:

Hello Clarevbryant

 

To connect the bank in the app if you go to the 3 lines in the top left>banking>the + symbol>add an account>search for the bank.

 

Any questions let us know

 

Thanks

 

Jen_D
Jen_DAnswer
December 10, 2019

Glad to hear back from you, @clarevbryant,

 

You can uninstall and reinstall the app which helps resolve unexpected behavior on mobile devices. It also ensures updated security settings are downloaded.

 

For instructions on how to install the app: How to download the QuickBooks Online mobile app.

 

Once reinstalled, try out these steps to add your bank account:

 

  1. Click the Hamburger icon found at the top-left section of the app.
  2. Press the Banking menu then select the financial institutions connect.
  3. If you're unable to see your F.I. on the list, try entering its name on the search field.

For quick access to mobile app resources, see this article: Mobile applications hub.

 

I want to make sure this issue is rectified, leave a comment below on how things go. I'll be more than happy to provide further assistance whenever you need one. Have a nice day! Take care.

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