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Replying to:
ChristieAnn
QuickBooks Team

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I appreciate you for coming back to the thread and clarifying your issue about connecting your bank to QuickBooks Online. Also, for making a request for support for your bank. With this, I'll ensure you can perform alternative steps so your transactions from your FI show up in QuickBooks.

 

Please know there are a number of reasons why you can't find your financial institution when you set up this in QBO. These are:

 

  • Verify the spelling. Make sure the spelling is exactly as it appears on your bank's website.
  • Use very specific names to search for your bank. If you still can't find anything, try broader names like "HSBC".
  • Enter your bank's URL into the search. For example, search for "hsbc.com." for HSBC.
  • Search for the name of the issuing bank, meaning the bank that issued your bank card. "Chase", "HSBC", or "Bank of America" should work, but "Visa" may be too generic.

 

Since you already asked support for your bank, I suggest manually downloading your transactions in the meantime by importing a CSV file into QBO. You may open this article to see instructions on how to complete the process: Manually upload transactions into QuickBooks Online.

 

Lastly, I'm adding this article if you need help categorising your imported entries by matching or adding them to avoid duplicate data: Categorise and match online bank transactions in QuickBooks Online.

 

I'm looking forward to having your bank added to QuickBooks. Feel free to leave a reply if you need further assistance with managing your bank to QuickBooks. I'm always around to help, Temesia. Have a good one.

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