I have an expense account at our bank but not showing to Link to Quickbooks. How do I set this up

Hi there, circlenfence.

Let me share some information on why you’re unable to see the bank on the Connect an account page. Then perform some troubleshooting steps to link your account.

 
There are a few possible reasons why we can't connect a bank account to QuickBooks Online. First, your financial institution could have multiple names on our list.

Next, the bank might not connect to all types of accounts (for example, personal accounts vs. business accounts). Finally, it may not be a participating financial institution.

Here’s how to find it:

1. Verify the spelling of the account and make sure it appears exactly on your bank’s website.
2. Use specific names when looking for your FI (financial institution).
3. Otherwise, try broader names like Citi.
4. Type the bank’s URL in the search field ( hsbc.com. for HSBC).
5. Check the back of your card to look for the name of the issuing FI (financial institution).

If none of these suggestions work, perform Steps 2-3 in this article: Find your bank or credit card account when you connect to online banking.

Alternatively, download the transactions using a CSV file and import them to QBO. This way, you can get transactions from the account without manually entering them.

For future reference, these articles will guide you on how to connect a bank account, as well as solutions to fix common banking issues.

• Connect bank and credit card accounts to QuickBooks Online
• What to do if you get a bank error or can't download transactions

Feel free to visit the Community if have other concerns. I'll be around to help. Take care and keep safe.