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September 4, 2023
Question

I joined today and went to link my bank account. My bank isn't listed and doesn't come up in the search bar.I have an account with Great Southern Bank .What now ?

  • September 4, 2023
  • 1 reply
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1 reply

JaeAnnC
September 4, 2023

We recognize the importance of connecting your bank account to QuickBooks Online, amackay. It's my pleasure to provide you with information on this matter.

 

If you encounter difficulties in locating your bank when searching, please consider the following steps:

 

  • Double-check the spelling. Ensure it matches exactly as it appears on your bank's official website.
  • Use precise bank names when searching. If your initial search is unsuccessful, try broader terms like "Citi" to widen your search.
  • Enter your bank's URL into the search.

 

Additionally, there's a possibility that your bank may not be listed as a participating financial institution. In such cases, we can request support to add your bank. Here's how:

 

  1. Go to Banking and click Link Account.
  2. Search for your bank account. Scroll down and click Still can't find your bank?
  3. Enter the Bank name and Bank web address (URL).
  4. Select Request.

 

In the meantime, you may opt to download transactions from your bank's website and manually upload them to QBO.

 

Furthermore, we recommend performing monthly account reconciliations to ensure that your records align with your bank statements.

 

Let me know in the comments whenever you need further help connecting your bank account to QBO. The Community is here to assist anytime. Keep safe!