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March 1, 2023
Question

Why is my bank not linking? I have linked it and its not showing up?

  • March 1, 2023
  • 2 replies
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2 replies

March 1, 2023

Hello there, @Charlie11_2.

 

There are some reasons your bank isn't linking to online banking in QuickBooks Online (QBO). I'll share them below and guide you through the steps in finding and connecting the right one accordingly.

 

You're having issues finding or linking your bank account may be because of the following reasons:

 

  • Your bank has multiple names on our list. 
  • Your bank does not connect to all types of accounts.
  • Your bank is not a participating financial institution.

 

You can link your bank account to QBO when they're a participating financial institution. To check, I encourage you to visit the Connect an account page and search using their website's URL. This ensures that you're using the correct listing and that you'll be connecting to the right account. Here's how:

 

  1. Go to Bookkeeping, then Transactions and select Bank transactions, or go to Banking.
  2. If this is the first bank account you’ve set up, select Connect account. Or select Link account if you already created one.
  3. In the Connect an account page's search field, enter the name of your bank, or preferably your bank's URL. 
  4. Hit the Enter key.
  5. When your bank appears on the list, select it and follow the on-screen steps to connect your credit card account.

 

In case you're still unable to link your bank account, or they don't appear on the list, even after performing the steps above, you can request support for them in QBO (please see Step 3 in the given article). Then, opt to manually upload your transactions to keep your financial data updated.

 

 Also, I encourage you to reconcile your accounts in QBO regularly (every month). This helps monitor your income and expense transactions and detect possible errors accordingly. You may want to check out this article as your reference to guide you in doing and fixing reconciliations in QBO: Learn the reconcile workflow in QuickBooks.

 

Please feel free to leave a comment below if you have other banking concerns or questions about managing transactions in QBO. I'm always ready to help. Take care, @Charlie11_2.

March 1, 2023

Not me - @Charlie11_2  - you mean to reply to @charlie-ctfireri 

August 15, 2023

I'm replying to this thread because I'm having a similar issue.

I have several bank accounts through the same bank.  I've linked my bank and it gives me a list of all the accounts I have and I can toggle which one I want to connect to quickbooks.  I select the one I want and then it takes me to another screen and says to choose the account I want and lists every account I have in my name through this bank, except the one I need and toggled on the previous page.  Any suggestions? 

I've been using QB for a month now and had a bank account linked, but noticed today that somehow, it was linked to the wrong account.  So I unlinked it and have been trying to link the correct one, but it will not work.

August 15, 2023

Hello there, Christina.

 

We hear you and that this isn't the experience we'd want you to have when using QuickBooks Online (QBO). Also, we value your time and appreciate your presence for reaching out here in the Community space.

 

We want to ensure you get through your current situation and have your queries resolved on time. Upon running through your post, it's best to contact our Customer Care Team so they can access your account in a secure environment so they can start conducting further investigation to determine why you're unable to link your bank accounts to QBO, as well as why one of your banks connected to the wrong account in your Chart of accounts. We will input the steps below to get you going:

 

  1. Sign in to your QuickBooks Online company.
  2. Select Help (?).
  3. In QB Assistant, enter the topic you need help with. You can also enter questions.
  4. In Search, select Contact Us to connect with a live support agent.
  5. Choose a way to connect with us:

 

  • Start a chat with a support expert. Live chat all day, M-F.
  • Call us. M-F, 8:00 AM to 10:00 PM and S-S, 8:00 AM to 6:00 PM.

 

You can visit this page for more details: QuickBooks Online Support.

 

Furthermore, here are some articles to help you handle your bank transactions, learn the reconciliation process, and ensure all your data inside QBO stays accurate:

 

 

We're determined to improve your experience here in the Community space. Please keep us posted on how it goes. We've got your back and won't stop assisting until you get through this situation. Stay safe, and have a nice day!