I fathom the significance of connecting Capitec bank to QuickBooks, @Julie. I'll assist you in doing some troubleshooting steps so you can resume working with your transactions.
Before proceeding, did you receive any errors when linking your bank account? Please know that any additional information can help me verify if there's an issue related to your financial institution.
In the meantime, let's try connecting your bank using its URL. If you're also unable to locate your bank from the list of supported ones, it's possible that it has been updated. If so, you can send a request for this.
Here's how:
- Go to the Banking page.
- Enter Capitec Bank in the search box.
- Copy and paste the new URL in the Bank web address (URL) field.
- Hit Request.
If your bank is still nowhere to be found, you can try other listed versions of your bank's name. For the complete steps, follow this article: Find your bank or credit card account when you connect to online banking.
You'll want to consider manually uploading transactions into the program. Just make sure to review the file format and size to avoid any issues.
When everything is all set, you might want to review these handy resources to organise your transactions seamlessly:
You can always reach back out if you have other questions or concerns besides linking your online banking. I'm happy to lend a helping hand. Take care.
