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May 16, 2020
Question

Saying URL cannot be found when trying to link quick books to monzo account. Please help?

  • May 16, 2020
  • 1 reply
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1 reply

MariaSoledadG
May 16, 2020

Welcome to QuickBooks, klmason97.

 

You'll have to make sure to type Monzo when connecting the account on the banking page. Let me walk you through with the steps.

  1. Go to the Banking menu or Transactions menu.
  2. Select Connect Account on the landing page, or select Add account if you've already created an account.
  3. Search for your bank. You can connect most banks, even small credit unions.
  4. Click Continue. Then enter the username and password you use for your bank's website in the pop-up window. It may take a few minutes to connect. You'll see onscreen instructions if your bank requires additional security steps.
  5. Select the accounts you want to connect (savings, current, or credit card) to QuickBooks. You should see all of your accounts tied to your financial institution and can connect as many as you need.
  6. For each account, select the account type from the dropdown. These are accounts currently on your chart of accounts.
  7. Select the date range for the download. Some banks download the last 90 days of transactions, others go back as far as 24 months.
  8. Click Connect.

Once connected, downloaded transactions go to the For Review tab on your QuickBooks Banking page. You can review, categorise, and accept the transactions into QuickBooks. Please visit this article for future reference: Add And Match Downloaded Bank Transactions.

 

Let me know if you have any other concerns. I'll always be right here to help.