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

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Replying to:
Bryan_M
QuickBooks Team

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Hi there, Julie.

 

I see how it has been challenging on your end to connect your bank account in QuickBooks Online (QBO) and recover your missing transactions. Allow me to share insights and direct you to the best help possible.

 

At the moment, there's an ongoing investigation (INV-95087) about Co-op Bank being unable to connect to QBO and fetch data. With that in mind, I recommend contacting QBO Live Support so they can add you as one of the affected users. Once the update is available, you'll be notified through email.

 

Here's how:

 

  1. Sign in to your QuickBooks Online company.
  2. Select Help (?).
  3. In QB Assistant, enter the topic you need help with. You can also enter questions.
  4. In Search, select Contact Us to connect with a live support agent.
  5. Choose a way to connect with us:
    • Start a chat with a support expert. Live chat all day, M-F.
    • Call us. M-F, 8:00 AM to 10:00 PM, and S-S, 8:00 AM to 6:00 PM.

 

While waiting, we can manually upload your bank transactions into QBO using CSV files in Excel to continue your daily banking task.

 

If you want to learn more about how banking transaction is being operated in QBO, you can click this page: Banking articles.

 

For additional banking-related concerns, never hesitate to come back here. I'll be willing to lend a hand. Take care always.

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