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Banking
Hi there, @anna96.
Let me provide you with some details about connecting banks in QuickBooks Desktop.
May I ask if you received any error messages during the process? If so, may I request a screenshot of the specific problem? In order for us to identify and investigate the issue you've encountered.
QuickBooks allows you to connect as many accounts as you need to download recent transactions automatically. However, there are a few potential reasons why you can't find or connect to your bank when you search for it:
- Your bank does not connect to all types of accounts, such as personal versus business.
- We have several names from your financial institution on our list.
- The bank is not a participant in the financial system.
Furthermore, let's also make sure to use the correct URL to be able to connect bank in QuickBooks Desktop.
If you're still unable to connect to your bank, I'd suggest contacting our support team for an additional assistance about the issue.
In addition, there are two ways to connect your bank account depending on what's available at your bank. You may link them through Direct Connect or via Webconnect. You may visit this link for more information: Set up bank accounts for Bank Feeds in QuickBooks Desktop.
If you have further questions about online banking in QBDT, please leave them in the comments section below. I'll be right around the corner if you need anything else. Enjoy the rest of your day!