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May 11, 2023
Question

Can I add my wisely card to quickbooks if the bank is Pathward, N.A.?

  • May 11, 2023
  • 1 reply
  • 0 views

need help to add wisely card

1 reply

May 18, 2023

Indeed, @Zee21. As long as you can find it from the list of supported bank accounts, you can add your Wisely card to QuickBooks Online. I'm here to assist you in making sure it's on the list and to advise you on what to do if it isn't.

 

Let's first navigate to your bank feed and check. Then, connect your account. Here's how:

 

1. Open the Banking menu and go to the Banking page.

2. Click on Link account.

 

 

3. Enter your financial institution (FI) from the search box.

 

4. Locate your bank and click on Continue. Then log in to your bank with your user ID and password.

5. Follow the on-screen steps. This might include security checks your bank requires. It could take a few minutes to connect.

6. Choose the accounts you want to connect, then select the account type ▼dropdown. Select the account type that matches your chart of accounts in QuickBooks.

 

If your FI isn't supported, click on the Still can't find your bank? box. Then, enter your bank's web address (URL) and hit Request. This enables you to ask for support from them. Review the following screenshots for reference:

 

 

If you're all good, feel free to read these helpful modules about managing your feeds and resolving any difference in your account balances. This keeps your account in order.

 

 

Keep me posted if you need more guidance with banking or QuickBooks. I'd be delighted to lend a hand to you and your business. Have a great rest of the week!