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August 27, 2020
Question

I am setting up and cannot connect to my bank electronically I need to manually set up a bank.

  • August 27, 2020
  • 1 reply
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1 reply

August 27, 2020

I'm here to ensure you'll be able to connect your bank account in QuickBooks Online (QBO), @kdenverdave.

 

May I know what bank you're trying to connect? Any additional information would be greatly appreciated.

 

There are a few reasons why you can't connect your bank to QBO. These are the following:

 

  • Some banks have multiple names on our list. You might want to check and select the correct one or try all possible links.
  • The bank might not connect to all types of accounts (for example, personal accounts vs. business accounts).
  • The bank may not be a participating bank. You can contact the bank to request they establish a relationship with Intuit. 

You can read this article to know the step by step process on resolving bank connection depending on the issue: Find your bank or credit card account when you connect to online banking.

 

If none of the steps solves the issue, you can still continue to download your bank transactions manually from your bank's website. For more guidance, feel free to check out this article: Manually upload transactions into QuickBooks Online.

 

You might also want to check out this article to learn how to review bank transactions after you download them: Categorise and match online bank transactions in QuickBooks Online.

 

Please don't hesitate to leave a comment if you have additional questions with connecting bank accounts in QuickBooks Online. I'll be around to provide further assistance. Have a great day and take care always.