GlinetteC
Moderator

Banking

I'll assure you that I am fully committed to helping you overcome this banking connection challenge, tsaf.

 

If you have used the updated PNC URL but it isn't listed in QuickBooks Online (QBO), you can request to add it to the list of supported banks as a workaround. Please be aware that this process may take some time as it involves reviewing the number of requests and approval from the bank.

 

Here's how:

 

  1. Go to the Transactions section and select Bank transactions.
  2. Choose Link account.
  3. Search for your financial institution's name. If QuickBooks doesn't find it, you'll see a message saying, "Hmm, we can't find [name of the bank you entered] in our list of supported banks." You'll then receive helpful tips to try and locate your bank account.
  4. If you still can't find your bank, click the Still can't find your provider? link.
  5. Enter your bank's web address (URL) in the provided fieldand then select Request.

 

In the meantime, you can bring your bank transactions by downloading a CSV file from your bank and uploading it to QBO.

 

Additionally, it is crucial to reconcile the account to ensure your financial records are accurate.

 

Let me know if you have further questions about bank connectivity issues and other related bank-related concerns. I'll be here to assist.