Question

Can not connect my nonprofit bank account

Forum|Forum|2 years ago
April 8, 2024
2 replies
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I'm trying to connect to my nonprofit's bank account but I'm unable to. The way I access my nonprofit account is to login to my personal account first and then navigate to the nonprofit account which has its own link available after I login to my personal account. I can see all of my personal accounts but cannot see my nonprofit account. If someone could assist with this, I'd greatly appreciate it.

QuickBooks Online

MorganB

Thanks for joining us here in the Community, cdavisgcflf.

I want to make sure you're able to connect your nonprofit bank account to QuickBooks Online.

Here's how to get this done:

1. Go to Transactions, then select Bank transactions.
2. Select Link Account.

3. Enter the URL or name of your bank in the Search field, then select the bank.

4. Enter your Sign info in the Login and Password fields, then select Continue.

5. Select the account that you want to connect and date to pull transactions from the dropdown ▼. Then, select Next.

6. Select your account type on the Account type ▼ dropdown, then select Next.

The following article provides additional info about connecting bank and credit card accounts to QuickBooks Online.

If you're still unable to connect your bank account, you may consider reaching out to a member of the QuickBooks Online Support Team. An agent will be able to take a closer look to determine why you're unable to connect the account. Here's how to get in touch with the team: QuickBooks Online Support

Please don't hesitate to reach back out if you have any other questions or concerns. I'll be here to help in any way that I can.

4

4Gal

@cdavisgcflf

You can use MT Online or one of the converter tools (e.g csv2qbo @ $60 one time license) as a workaround.

https://www.moneythumb.com/?ref=110