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Fernando Santana
August 15, 2023
Question

Can’t find our bank - Bank Of América CashPro

  • August 15, 2023
  • 2 replies
  • 0 views

Hi dear!

 

Hope you are fine. 

 

We have a account at Quickbooks Online US, this moment, we need coneccted our bank account in link account at QBO, but, we dind't find our bank. 

 

We requested the includedd, but, we not yet feedback. 

 

My bank is Bank Of América - CashPro (Link at bank: https://cashproonline.bankofamerica.com/cpoauthweb/cpo/#/login/public/signin)


Please, we need your the attenttion as soon as posible.

 

Thank very much!

2 replies

Fiat Lux - ASIA
Fiat Lux - ASIA
August 15, 2023

When you request support for a bank, Intuit is unable to provide any timeframes since it's a request. 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

 

Adrian_A
Adrian_A
August 15, 2023

Hello, Fernando.

 

I can see the importance of connecting your bank. I'm here to help how you can bring your CashPro transactions into your QuickBooks account.

 

As of now, Bank of America - CashPro isn't supported by QuickBooks. However, you may reach out to CashPro support so they can guide you in linking to QuickBooks.

 

In the meantime, you can upload the transactions manually. Let me guide you through the steps.

 

Here's how:

 

  1. From the Banking tab, select Banking.
  2. Click the Link account drop-down and then select Upload from file.
  3. Select Drag and drop or select files and select the file you downloaded from your bank.
  4. Continue with the onscreen instructions to upload the entries successfully.

 

Now that your transactions are in QuickBooks, you can categorize them to ensure they're on the correct accounts. You can pin these articles as your guide:

 

 

You can always post in the forum whenever you have banking concerns.

O
o-gutierrez
June 7, 2024

We have same problem, we need Bank of America support get in touch with Quickbooks to synchronize accounts, we need the contacts in both sides, if anyone could help, it will be great. 

J
JuliaMikkaelaQ
June 7, 2024

I recognize how important connecting the bank you use to QuickBooks Online (QBO), @o-gutierrez. Let me explain how you can request support for integrating your financial institution.

 

Since you can't find Bank of America - CashPro on the list of integrated banks, QuickBooks offers a feature to request assistance to integrate it into the program. It allows you to send feedback to our Product engineers, demonstrating the significance of integrating and connecting with this provider to helps speeds up the integration process and improve customer experience. To send one, follow the outlined steps below:

 

  1. Go to the Transactions menu and select Bank Transactions.
  2. Click Link account, then search for your bank's name.
  3. Tick Still can't find your provider?
  4. Enter the Account provider name and Account provider sign-in URL in the field provided, then press Request.
     

 

For additional information, check out this article: Find your bank or credit card account when you connect to online banking.

 

While we can't provide the bank's contact details, I suggest visiting their website or utilizing search engines like Google to find their information to reach them.

 

Moreover, you could also add your bank account directly to the Chart of Accounts and manually upload transactions into QuickBooks Online.

 

Additionally, I'm adding the articles below on how you review downloaded bank transactions by matching or adding them to avoid duplicate entries and maintain the accuracy of your account:

 

 

I always want to see you smiling and grow your business bigger. Please remember to post a comment if you have other concerns with bank connections or managing your transactions in QuickBooks. I'm here to back you up. Stay safe and well.

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