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June 19, 2023
Question

I need to link my bank account but it’s not listed

  • June 19, 2023
  • 1 reply
  • 0 views
I have searched for my bank (coastline credit union) and it’s not there

1 reply

June 19, 2023

Hello, thecontinuum-mcm. 

 

Thank you for reaching out to the Community. I've checked the lists of supported banks and verified in the system that the Coastline Credit Union bank is not supported in QuickBooks Online.  

 

What we can do is send a request to your bank. Let me guide you with these steps:

 

  1. Click Banking, and select Banking.
  2. Press Link account.
  3. Enter Coastline Credit Union.
  4. Click Show more until you see Still can't find your bank?
  5. Enter your bank's URL.
  6. Tap Request

 

 

 

 

Alternatively, you can manually import your Coastline Credit Union financial data into QuickBooks so you're still on top of running your business. You can use this article as a guideline with the steps: Manually upload transactions into QuickBooks Online

 

Once the transactions have been added, check out this article on how to put them in the correct accounts: Categorise and match online bank transactions in QuickBooks Online

 

Need to reconcile your account in the future? Check out this article for a guide: Reconcile an account in QuickBooks Online

 

I'm willing to help you out some more if you have questions about account integration or the Online Banking feature. Just reply here, and I'll lay down the steps and details. Have a great day!