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January 30, 2024
Question

I was able to link my national bank account, but not able to find the master card, any reason why?

  • January 30, 2024
  • 1 reply
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1 reply

January 30, 2024

Hello jenericelectric@,

 

It's great to see you in Community.  Welcome!  Connecting your bank and credit card accounts to QuickBooks Online, enables you to connect multiple business and personal bank accounts, so your books remain up-to-date.

 

When you follow the on-screen prompts to connect your account, additional security checks may be required.  This would only take a few minutes to connect successfully.  Once your account is connected, you'll be able to select additional accounts, such as your savings, chequing, or credit card.  If you're not able to locate an account in the list, try these troubleshooting steps.  You can also search by the using bank's name, located on the back of your card. In addition, some financial institutions have multiple bank names, or different types of accounts, but only release one website for connecting with QuickBooks. To try other versions of your bank that are listed, follow these steps;

 

1. Select Connect account

2. Enter the name of your bank and select it from the list

3. Click the link to go to your bank's website. This opens a new window.

4. Make sure you can access your account through this site, then see if you can view your account summary, account history, and account details without any errors.

5. If you can access everything, sign out of the bank's website

6. Go back and continue to add the account in QuickBooks

 

If you still can't connect, or your bank doesn't appear, follow these steps to request support for your bank;

 

1. Select the profile ⚙ icon, then Connect bank

2. 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," 

3. Select Request support for your bank

4. Enter your bank's web address (URL) in the field provided and select Request.

 

As an alternative, you can manually upload transactions in QuickBooks Online.  For additional assistance, please don't hesitate to contact us.  WE would be happy to connect with you  and ensure you're able to accomplish your QuickBooks Online banking goals as soon as possible!

 

If you have any other questions, feel free to reach out.  We would be glad to assist!