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Want an expert to help you set up your QuickBooks Online? Find out how: Click here

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Jen_D
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It's great to see you here in the QuickBooks Community, @bill010707.

 

I can share some insights about connecting your financial institution to online banking.

 

If you're unable to see the bank you want to connect with after inputting the financial institution's name or link, it's most likely not yet supported by Intuit. Updates to our Online Banking processes like supporting certain banks that are not yet affiliated with us are handled by our engineers. Since they work on this internally, we're unable to provide any further details.

 

They release official updates based on the number of requests they have for your financial institution. To request support for your bank, follow these steps in your QuickBooks Online account:

 

  1. Go to the Banking menu or Transactions menu.
  2. Select Add account.
  3. Search for the name of your financial institution. If QuickBooks is unable to find your bank, you will get the message, "Hmm, we can’t find [name of the bank you entered] in our list of supported banks," and you will be presented with helpful tips to try and locate your bank account.
  4. If you’re still unable to find your bank, select Request support for your bank.
  5. Enter your bank's web address (URL) in the field provided, then select Request.

 

As an alternative, you can download transactions from your bank's website manually by uploading them to QuickBooks Online. Follow these steps if your bank can't connect to QuickBooks:

 

  1. In QuickBooks Online, go to the Banking menu or Transactions menu.
  2. Click on Upload transactions.
  3. Select Browse and then select the file you downloaded from your bank. Then select Next.
  4. In the QuickBooks account ▼  dropdown, select the account you want to upload the transactions into. Then select Next.

 

If you're new to QuickBooks, you may not have an account to upload the transactions into. If you don't see one, select Add New ▼ from the dropdown to create a new bank account.

 

  1. Follow the onscreen steps to match the columns on the file with the correct fields in QuickBooks. Then select Next
  2. Select the transactions you would like to import. Then select Next.
  3. Choose Yes.
  4. When you're ready, select Let's go.

 

For your reference, see the following links to import your transactions in QuickBooks:

 

 

Please visit us anytime if you have other concerns with QuickBooks banking. We are more than happy to help you out. Have a lovely day, and stay safe!