Skip to main content
August 5, 2023
Question

Unable to find my credit union on the list of banks to link my account to. Can you help me add my bank account to my quick books?

  • August 5, 2023
  • 2 replies
  • 0 views
Original commenter did not share additional details

2 replies

MariaSoledadG
August 6, 2023

Let's ensure you can add your credit union to your QuickBooks account, Aminick. 

 

There are several reasons why you're unable to add or connect your bank for several reasons. This usually happens if your bank has multiple names on our list. You'll have to make sure to select the correct listing or try all possible links and search by banking sign-in URL to check if you're using the accurate listing. 

 

 

 

Another reason is that your bank doesn't connect to all types of accounts, that's why you're having connectivity issues. Lastly, your bank is not participating financial institution. 

 

However, if you've already tried all the options matching your bank's name and you still can't connect, or if your bank doesn't appear, request support from your bank. Here's how: 

 

  1. Go to Bookkeeping, select Transactions, then select Bank transactions (Take me there), or go to Banking
  2. Select Connect 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.
  5. Enter your bank's web address (URL) in the field provided, then select Request.

 

Furthermore, Learn how QuickBooks download the latest bank and credit card transaction. I've got this article for more details: Categorize Online Bank Transactions In QuickBooks Online.

 

Reach out to us if you have any questions when connecting bank. We're here to get the help you need. Have a nice day!

Fiat Lux - ASIA
August 6, 2023

@aminick-ragnarok 

If your financial institution doesn't yet support QB, use MT Online or one of the converter tools with a one time license (e.g csv2qbo) for the time being.

https://www.moneythumb.com/?ref=110

 

August 6, 2023

I already pay for quick books. I'm not looking to pay for something else as well just so I can send a customer an invoice. 

Bryan_M
August 6, 2023

I'm glad you joined this thread, Aminick.

To further help you, I'd like to ask for more details about the issue you encountered or the goal you want to achieve. This will allow us to figure out where to start in assisting you effectively.

Please feel free to reply to this post if you have additional information or queries. We'll be happy to help you. Take care.