AbegailS_
QuickBooks Team

Banking

Hi there, @klgood1.

 

It seems that you're trying to set up a bank connection in QuickBooks Desktop (QBDT). You're already on the right track.

 

Based on the screenshot you provided, the bank names that you searched for are some of the most common bank searches for bank connection. 

 

To help you find your bank, be sure to provide the right name of your financial institution. You can also type in or paste your bank's URL to get the right result.

 

For additional information, check out this article for further guidance: Download Bank Feed transactions.

 

You can also check out this article on how to fix bank feeds errors and can't download transactions: What to do if you get a bank error or can't download transactions in QuickBooks Online.

 

After bringing in those transactions, you can start matching and categorizing them. This article can guide you through the process: Add and match Bank Feed transactions in QuickBooks Desktop.

 

Thanks for the update, @JonL

 

I appreciate you trying the steps that my colleague provided to fix the issue.

 

Since the recommended steps didn't work, I suggest getting in touch with our Support Team to check and verify this further securely. This way, they can access your account in a secure environment and investigate the root cause of the problem.

 

Here's how: 

 

  1. Got o the Help menu, then choose QuickBooks Desktop Help.
  2. Hit the Contact Us button.
  3. Click QuickBooks Desktop tile or type contact us in the description field.
  4. Hit Message Us.

 

For more information, visit this article: Contact QuickBooks Desktop support. Also, check out our support hours and types to ensure we address your concern on time. 

 

As always, please feel free to drop a comment below if you have any other QuickBooks or banking concerns. I'll be around to help you!