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garyjuly4
August 14, 2022
Question

Linking to bank account

  • August 14, 2022
  • 1 reply
  • 0 views

I have several bank accounts at CapitalOne and several accounts on QB. I am trying to link one of my QB accounts to the correct account at CapitalOne, but that account doesn't appear during the linking procedure??

1 reply

R
ReymondO
August 14, 2022

Good day, @garyjuly4.

 

QuickBooks Online and CapitalOne are two different softwares. They do have separate processes when linking bank accounts.

 

Based on your scenario, you're unable to see the QuickBooks account from CapitalOne. If this is the case, I'd recommend reaching out to their customer support. That way, they can review your concern and help you with your banking task.

 

You may check out this article about assessing your business finances: Categorize and match online bank transactions in QuickBooks Online.

 

I've added this article that you can use in the future: Change the bank account linked to your QuickBooks account.

 

If you have any questions about managing your QuickBooks account, I'm here to help you find an answer. Enjoy the rest of your day!

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