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March 21, 2024
Question

My specific credit card is not listed when I try to link that account to quickbooks. How can I link it?

  • March 21, 2024
  • 1 reply
  • 0 views
It is a Collabria Mastercard issued by Coast Capital Savings.

1 reply

March 21, 2024

Hello marymusictherapy,

 

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

 

Since your bank isn't listed, you can request access through your bank by following the steps below: 

 

  1. Navigate to the Banking/Transactions menu.
  2. Click on Link account.
  3. 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."
  4. If you’re unable to find your bank, click on Request support for your bank.
  5. 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. Let me know if you have questions. feel free to reach back to me in the comments below. I've got your back.