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March 5, 2022
Question

Trying to connect my account and it will not allow me to select the account to move forward

  • March 5, 2022
  • 1 reply
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1 reply

Angelyn_T
March 5, 2022

Hi there, @-sprinklegraceco. I can help you connect your account to QuickBooks Online (QBO).

 

Your browser is may be affected by cache reason why you can move forward when trying to connect your account. To isolate the issue, replicate the steps through a private window. Here are the keyboard shortcuts to save you time:
 

  • Google Chrome: Ctrl Shift N
  • Safari 11 or newer: ⌘ Shift N
  • Mozilla Firefox: Ctrl Shift P
  • Microsoft Edge: Ctrl Shift P

 

If it works fine, go back to your original browser and clear its cache to start fresh. You can also use another supported and up-to-date browser to narrow down the result.

 

However, if your bank doesn't show up on the list when searching, you can follow the instructions from this link to request support for your bank: Find your bank or credit card account when you connect to online banking.

 

For more tips while linking a bank or credit card account to QBO, you can open this article: Connect bank and credit card accounts to QuickBooks Online.

 

Once your bank is connected and QuickBooks downloads your transactions, you'll want to make sure they’re categorized right. Here's how to review and categorize your transactions.

 

Please keep in touch if you need more help with linking your account. I'm determined to help. Keep safe!