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June 27, 2021
Question

Some of my bank accounts dont show up to link. IS there something I have to do to be able to add them?

  • June 27, 2021
  • 1 reply
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1 reply

Jen_D
June 27, 2021

I'm glad to see you here today, @spencerfamilyof5.

 

I'm sharing some insights on how you can connect your bank account in QuickBooks if it's unavailable to link.

 

If your bank doesn’t appear on the list of supported financial institutions, you can request support for your bank. Here's how to do that in QuickBooks Online:

 

  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, if you are in rush to get bank transactions in your account for reconciliation, upload the transactions manually. Download the data from your bank then map the transactions in a CSV file.

 

Once it is ready, start importing the file to your QuickBooks Online company. Follow these steps:

 

  1. Open your QBO account and tap the Banking menu.
  2. Click the Link Account drop-down.
  3. Tap the Upload from file option.
  4. Press Browse and choose the file you want to upload.
  5. Choose an QBO file from the list, then Open.
  6. Follow the on-screen instructions to map the fields.
  7. Select the transactions to import.
  8. Click Yes then Let’s go.

 

To learn more about mapping and uploading bank entries, see the following article:

 

 

Kindly post here again if you have other banking concerns or need help with other things in QuickBooks. I'll be right here to help you. Have a good one!