JamesAndrewM
Moderator

Banking

I appreciate your effort in following the steps provided by my colleagues. I'll chime in and share information that could help you with connecting your credit card account to QuickBooks Online.

 

There are a few reasons why a bank does not appear when you add it to QuickBooks Online. These include:

 

  • Our list includes several names from the bank. Make sure to try every possible link. You can also search for the bank using the sign-in URL to ensure you use the correct listing.
  • Not all types of accounts are supported (for example, personal vs. business accounts).
  • Your bank is not a participating financial institution.

 

We can, however, request assistance from the bank if it is not a participating financial institution. These steps will show you how to do it:

 

  1. Go back to the Banking menu, then click Add Account.
  2. Search for the name of your bank again. Then, you will be prompted Hmm, we cannot find [name of the bank you entered] in our list of supported banks, and pop-ups with helpful tips to try and locate your bank account.
  3. Click Request support for your bank.
  4. Enter your bank's web address (URL) in the field provided, then select Request.

 

Meanwhile, you can use a CSV file to import your banking transactions. For more information, see this article: Manually upload transactions into QuickBooks Online.

 

You may visit these links to guide you on how to categorize your transactions and reconcile your account flawlessly:

 

 

If you have any additional QuickBooks-related questions, please post them in the Community. We are always available and willing to assist you with your inquiries. Have a wonderful day ahead of you.