DebSheenD
QuickBooks Team

Banking

Having your Financial Institution in QuickBooks is our priority, andre-photodyr.

 

I'll share details about updating bank URLs and connecting accounts in QuickBooks Online (QBO).

 

I'd like to know which bank you're trying to reconnect to QuickBooks. This will help me identify the specific issue you've encountered.

 

When a certain bank is updating its website, you need to add it to QBO. With this, you'll have to use the Request support for your bank option in the Banking menu. This will notify our banking engineers about the new website and update it in the system. Let me guide you how.
 

  1. Go to the Banking or Transactions menu.
  2. Tap  Add account.
  3. In the Connect an account page, enter the new bank website.
  4. You'll get the message, "Hmm, we can’t find [name of the bank you entered] in our list of supported banks," and you will be presented with helpful tips to try and locate your bank account.
  5. Click the Request support for your bank button.
  6. Enter all the necessary details.
  7. Hit Request.

 

I've added this article for more information about searching your bank in QuickBooks: Find your bank or credit card account when you connect to online banking.

 

Once you're done submitting your request, you can use another way to record your bank transactions on QuickBooks. Here's an article for your reference: Manually upload transactions into QuickBooks Online.

 

You can also check out this article for future reference about the reconciliation process in QuickBooks when you're ready: Reconcile an account in QuickBooks Online.

 

I'd be happy to answer any questions you have when connecting bank accounts in QBO. Let me know by tagging my name in the comment section below. Take care.