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clarevbryant
Dec 10, 2019 3:18 PM UTC
Solved

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

Original commenter did not share additional details
Jen_D
Jen_DAnswer
Dec 10, 2019 7:09 PM UTC

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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3 replies

EmmaM
Dec 10, 2019 5:34 PM UTC

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

clarevbryantAuthor
Dec 10, 2019 5:57 PM UTC
@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
Dec 10, 2019 7:09 PM UTC

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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