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September 26, 2020
Question

My on line bank account and qb are never in sync. I have resent the bank forms more than once and do not understands what the issue is.

  • September 26, 2020
  • 1 reply
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1 reply

Angelyn_T
September 26, 2020

I can see how hard you tried here, @mjbprojects10.

 

Let's check why you can't link your account to QuickBooks. First, I would like to ask the name of your financial institution for me to gather enough information and review if there are any open investigations about the issue you're having. Second, when trying to add your account from the Banking page, sure to enter the bank's URL to narrow the result. 

 

If you have tried all the options matching your bank's name and still can't connect, or if your bank doesn’t appear on the list, you can request support for your bank.

 

Here's how:

 

  1. Open your QuickBooks Online account, then click on Banking at the left pane.
  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.

On the other hand, if you're bank is already connected yet it doesn't import transactions to QuickBooks. You can update it manually, by clicking on the Update button from the Banking page.

 

Also, you can continue uploading your transactions by using an Excel CSV file. For your reference, check out the details from these articles:

 

Post again if you have any other QuickBooks or banking questions. I'm a few clicks away to help. Have a good day!