Question

How do I link a USA bank account as Canada user

Forum|Forum|3 years ago
March 15, 2023
2 replies
0 views

Hello, we are a Canada company with a USD chequing account and a Credit account in the RBC US bank. How do I link this bank to my account? Have been "request support for this bank" for several times but nothing happened. If I cannot link how do I manage a not linked business account?

QuickBooks Online

J

JamesM4

Hello LU16,

Welcome to the QuickBooks Community. It's important you're able to sync your transactions in QuickBooks so you can take full advantage of the program. Rest assured, I'll be happy to share more info and help steer you in the right direction.

The program makes it easy to connect your bank account. Here's a helpful article that provides more info about connecting your bank: Connect bank and credit card accounts to QuickBooks Online. In case your bank isn't listed, you can request access through your bank by following the steps below:

Navigate to the Banking menu.
Click on Link account.
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."
If you’re unable to find your bank, click on Request support for your bank.
Enter your bank's web address (URL) in the field provided, then select Request.

You can also check out this article here with more info on how to manually import your transactions into QuickBooks. Give this a try and if you have questions, feel free to reach back to me in the comments below. I've got your back

J

JLVS

Hi, I have been able to link the USD bank account but quickbooks treat it as Canadian funds. I have two accounts already linked and working fine (CAD and USD), but both are treated as they are in Canadian funds. When a customer pays in US funds, I can't match that as quickbooks try to convert it in CAD funds.

Please let me know how to fix this.

T

Trish_T

Hi JLVS,

Thanks for joining us here. It's important that you're able to successfully match your foreign currency transactions, so you can reconcile your accounts effortlessly. I recommend updating the rate in your currencies list. Here's how;

1. Go to your Settings ⚙ and select Account and settings

2. Open the Advanced tab

3. In the Currency section, select the Manage Currencies link

4. in the Action column, select Edit currency exchange for the exchange rate you want to update

5. Enter the As of date for the Market rate, or click on Your rate

6. Hit Save.

Should you require additional assistance, please don't hesitate to contact us.

Schedule a Callback or start a Chat: click (?) Help in the upper right in QuickBooks Online > enter "Contact support" > hit Contact Us > provide a brief summary of your situation > hit Let's Talk > choose Get a callback or Start a Chat.

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If you have any other questions, please don't hesitate to reach back out. We'd be happy to help!