BOK Financial is migrating to Exchange, can't link to QBO,

Hello, @jjirvin.

I appreciate you for posting this concern here in the QuickBooks Community. I'd be glad to lend a hand and point you in the right direction to sort this out.

I do understand that the user ID is the key to your accounts. I'd recommend reaching out to BOK Financial. They'll be able to investigate this matter and give a possible fix.

To help us get on the same page, would you mind telling me if you've encountered errors when linking your account? This way, we can also check here on our end if there are users who experience the same issue.

In the meantime, we can manually import your transactions into QuickBooks Online as a workaround. Here's how:

1. From the left pane, go to Banking or Transactions.
2. Press Upload transactions.
3. Select Drag and drop or select files and choose the file you downloaded from your bank. Then select Continue.
4. In the QuickBooks account ▼ dropdown, select the account you want to upload the transactions. Then select Continue.
5. Follow the onscreen steps to match the columns on the file with the correct fields in QuickBooks. Then select Continue.
6. Choose the transactions you would like to import. Then click Continue.
7. Hit Yes.
8. When you accept your transactions, select Done.

I'll share an article if you want to know more about uploading your transactions manually: Manually upload transactions into QuickBooks Online.

For future reference, here are some handy resources to help you supervise your transactions:

• Fix bank upload errors in QuickBooks Online
• Categorize and match online bank transactions in QuickBooks Online

You're always welcome to get back on this thread if you have other follow-up questions about managing your account and transactions. I'm always here to lend a helping hand. Take care always!