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Work smarter and get more done with advanced tools that save you time. Discover QuickBooks Online Advanced.

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Replying to:
Ethel_A
QuickBooks Team

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Welcome to the Community, Delmarva.

 

I'll help you connect your bank account to QuickBooks Online.

 

Before doing so, I would like to ask the name of your financial institution. This way, I can check if there are reports for that specific bank.

 

When connecting your bank, make sure to take note of the following:
 

  • Correct bank name. It's important to verify the name of the bank from the list as there are some banks that have multiple names.
  • The bank might not connect to all types of accounts (for example, personal accounts vs. business accounts).
  • The bank is supported in QBO.

All you need to know about connecting bank account in QBO can be found in this article: Find your bank account when you connect to online banking.

 

If the above-mentioned were verified but you're still unable to connect your bank, I recommend reaching out to your financial institution as they may be having system maintenance.

 

Then, you can go back to QuickBooks and try adding your bank account again.

 

Here's how:

 

  1. Select Banking from the left menu.
  2. Click Add Account.
  3. Search your bank or use the correct URL when you log in to your bank's website.
  4. Enter your bank's username and password.
  5. Select the type of account.
  6. Choose how far back you want to download bank transactions.
  7. Hit Connect.
     

You can also read through this article for the detailed steps on how to connect your bank accounts in QBO: Connect and add bank and credit card accounts to QuickBooks Online.

 

Here's an article that you might find helpful when matching and managing your downloaded transactions: Categorize and match online bank transactions in QuickBooks Online.

 

Let me know if you have other concerns with your bank connection. I'll be around to help. Wishing you the best of luck!

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