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Replying to:
MariaSoledadG
QuickBooks Team

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Let's make sure to sort out your bank's issue, PARKSG.

 

If you're unable to connect or download your bank transactions in QuickBooks Online (QBO), you'll want to update your bank manually to refresh the connection between QuickBooks and your financial institution. To do this, follow the steps below:

  1. Go to the Banking tab.
  2. Select the blue tile at the top for the bank account you want to update.
  3. Select the Update button. Follow the on-screen instructions for authentication. Not all banks require this, but some do for added peace of mind.

If you still can’t connect, follow these steps to verify that you can connect to your bank through the link we've provided:

  1. Go to Banking, then select Banking.
  2. Click Add account.
  3. Enter the name of your financial institution and click the magnifying glass icon to search.
  4. Under All matching results, click your bank.
  5. At the top of the window, click the link for your bank’s website.
  6. A new window will open for your bank’s website. Make sure you’re able to access your accounts through this site by confirming you can see your account summary, account history, and account details without any error messages.

To support connection to your bank account, you'll have to access your accounts through this site. Sometimes a financial institution will have multiple logins to different types of accounts, but they choose to only release one website for connection to QBO. If you're able to access your account, log out from the bank's website and continue with the setup interview.

 

If your bank doesn’t appear as a choice, follow the preceding set of steps.

  1. When you enter your bank and click Find, you’ll get the message, Sorry! We can’t find your bank.
  2. Click on the button Request to add my bank
  3. Enter your bank’s website URL in the field provided, after first verifying it, the Bank name and your email address.
  4. Click Submit.


You'll also want to manually enter transactions to your bank. Please read this article for more information: Manually Upload Transactions into QuickBooks Online. In addition, you can match transactions that you've entered in QuickBooks. Here's an article for reference: Categorize and Match Online Bank Transactions in QuickBooks Online.

 

Please get back to us if you have any questions about connecting your bank. We're here to further assist you 24/7.

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