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KimberlyS
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Several factors can prevent you from connecting your bank account to QuickBooks Online (QBO), Thorel. Let's explore each of them together with the information below.

 

Beforehand, we would like to ask for additional details regarding your concern. What specific behavior or error do you encounter during the bank linking process? This can help us identify the most relevant solutions to keep you going.

 

To begin with, here are the reasons why you're unable to connect your bank account to QBO:

 

  • The bank may not be a participating financial institution.
  • Your bank might not connect to all types of accounts (for example, personal accounts vs. business accounts).
  • There's ongoing system maintenance in your bank.
  • There are multiple names on our list for your bank. You'll want to verify and select the appropriate one or try all possible bank URLs.

 

Checking your bank's website or contacting their support team can help determine if any maintenance affects the connection. Once you've verified everything is operational on their end, select the appropriate bank name or input your bank's URL in QuickBooks to locate your account.

 

Here's how:

 

  1. Choose Transactions, then Bank transactions.
  2. Click the Link account and enter your financial institution name or the bank URL.
  3. Select the right bank from the list, then sign into your account.
  4. Carefully follow the onscreen steps to connect your bank account.

 

Connect Bank Account to QBO.jpg

 

If your bank isn't showing and you need to send a support request, proceed to Step 3 in this article: Find your bank or credit card account when you connect to online banking in QuickBooks Online or Sel....

 

Moreover, accurately categorising your income and expenses is crucial for reliable reporting and precise tax computations. If you want to automate this task, consider using the bank rules feature.

 

Swing by this forum again if you have other questions about setting up bank connections in QuickBooks Online. We strive to make your experience as smooth as possible, so don't hesitate to reach out for further assistance.

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