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July 9, 2022
Question

Name of banking institution

  • July 9, 2022
  • 1 reply
  • 0 views
I'm asking because I'm trying to secure a loan

1 reply

July 9, 2022

Hello there, clkeatonjr69-ck-.

 

I'd like to make sure we're on the same page. Do you want to know what banking institution can be linked to QuickBooks Online (QBO)? If yes, there are many banks that you can connect with. If you're referring to something else, just post a follow-up response in this thread.

 

If you mean you'd like to connect your bank account, start by following the steps below.

 

  1. Go to Banking from the left menu.
  2. Select Add Account.
  3. Use either the bank name or URL in the Search box.
  4. Search for your financial institution.
  5. Follow the on-screen instructions to complete the process.

 

For more details, you can visit this article: Connect bank and credit card accounts to QuickBooks Online.

 

If it's not yet supported, we can send a request to your bank. I'll show you how:

 

  1. Go to the Banking menu or Transactions menu.
  2. Select Add account.
  3. Search for the name of your financial institution. If QuickBooks is unable to find your bank, you will get the message, "Hmm, we can’t find [name of the bank you entered] in our list of supported banks," and you will be presented with helpful tips to try and locate your bank account.
  4. If you’re still unable to find your bank, select Request support for your bank.
  5. Enter your bank's web address (URL) in the field provided, then select Request.

 

In the meantime, you can manually import your bank data into the program. You can refer to this article: Manually upload transactions into QuickBooks Online.

 

You can use check these articles about managing your downloaded transactions:

 

 

If there's anything else I can help you with setting up bank accounts in QuickBooks, just let me know. I'm more than happy to help you further. Take care and have a good one clkeatonjr69-ck-.