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1 reply

Adrian_A
August 26, 2023

Hi iamabror,

 

I'm here to help you connect your CIMB bank account to QuickBooks Online.

 

As of now, CIMB doesn't support QuickBooks. Although, we can send a request granting us to link your bank account. Here's how:

 

  1. From the Banking page, select Banking.
  2. Click Link account.
  3. Enter CIMB.
  4. Scroll down and click Still can't find your bank?
  5. Enter your bank's URL.
  6. Click Request.

 

In the meantime, let's bring your CIMB entries by uploading them manually. You can follow the steps laid out below.

 

Here's how:

 

  1. Go to the Banking page.
  2. Click the drop-down arrow beside Link account.
  3. Select Upload from file.
  4. Click Drag and drop or select files.
  5. Continue with the on-screen instructions to upload them successfully.

 

I've also added this article on how you can ensure the transactions are on the correct accounts: Categorise and match online bank transactions in QuickBooks Online.

 

You can always post in the forum whenever you have banking concerns.