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A
andrea-photobydr
October 24, 2024
Question

Attempting to link a bank. it shows 3 variations of the bank: personal, corporate and business, however the url is old. how do we get QB to update to the correct url?

  • October 24, 2024
  • 2 replies
  • 0 views
The bank is Axos. The url is wrong.

2 replies

A
AnneMariee
October 24, 2024

Hi there, Andrea. I'm glad to help you connect your bank to QuickBooks Online for a more seamless banking experience.

 

While we continuously work to ensure our bank connection database is up to date, you can still connect your bank to QuickBooks by entering the correct URL into the search bar. You can follow these steps to do so:

 

  1. On the left navigation panel, go to Transactions.
  2. In the Bank transactions tab, navigate to the Link account button.
  3. Enter the bank's URL on the search bar.

 

After that, just follow the steps under Step 1 in this article: Connect bank and credit card accounts to QuickBooks Online.

 

Once you’ve made the connection, your transactions will automatically download! Just remember to categorize them to ensure they’re in the right accounts.


Additionally, here's a comprehensive resource on ensuring your QuickBooks accounts match your real-life ones: Reconcile workflow.

 

I'm always here to help if you have other banking-related concerns in QuickBooks, Andrea. It's my goal to make your QuickBooks Online experience as smooth as possible. Wishing you a productive day!

I
Integris
January 16, 2025

AnneMarie - how do we let QB know of the URL that you need to update to so that users of that bank do not all have to do this.  Our FI just updated a URL and am trying proactively to let QB know what it is so you may update your system

M
MAnneJ
January 16, 2025

Linking bank accounts with an updated URL can enhance your financial management process in QuickBooks Online (QBO), Integris. I'm here to route you to the appropriate support for a more efficient banking experience.

 

Your financial institution has no certain agreement that they will update their bank's URL with QuickBooks. With this, I recommend contacting our Customer Support team  to make QuickBooks aware of the said changes. Our live support will provide you with the information including the certain department that will manage this kind of issue.

 

Here's how:

 

  1. Go to the Help icon, then select Search.
  2. Click Contact Us, then choose Ask about something else.
  3. Enter a keyword in the box, then Continue.
  4. Under How would you like to connect with us? field, you can choose:
  • Have us call you
  • Chat with us

 

For more detailed information, check out this article: Get help with QuickBooks products and services.

 

Once everything's fine, you may follow the steps in this article to connect you bank in QBO: Connect bank and credit card accounts to QuickBooks Online.

 

In addition, you might want to visit this article and learn which banks use OAuth and what to do when your bank is ready to switch: Learn about OAuth and changes to online bank connections.

 

Loop me in if you need further assistance linking you bank in QBO. I'd be glad to assist. Have a good one. 

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