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Everything you need to know about connecting your bank and credit cards in QuickBooks Online

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LieraMarie_A
QuickBooks Team

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Hi there, @Second Chapter.

 

Thanks for joining this thread. I'm here with some information about connecting your bank to QuickBooks Online (QBO).

 

Some banks have multiple names on our list. You can try logging in to all bank's extensions or links if there are multiple results when you search it by name. If you have tried all the options matching your bank's name and still can't connect, I suggest requesting support for your bank to help establish a one-way connection with QBO.

 

Here's how:
 

  1. Go to Banking and select Banking.
  2. Select Add account.
  3. Search for the name of your financial institution. Click the Still can't find your bank? link.
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  4. Enter your bank's web address (URL) in the field provided and select Request.

 

In the meantime, you can download an updated list of your transactions from your bank's website and upload them to QuickBooks using a CSV file. 

 

Feel free to get back to me if you need help managing your transactions. I'd be happy to help.

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