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Replying to:
AbegailS_
QuickBooks Team

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Hi there, @csuttle-nota-rx-.

 

Thank you for coming back to QuickBooks Community and trying the steps provided by a colleague to connect your account.

 

Some banks have multiple names on our list. Let's try the other versions of your financial institution that are listed. 

 

Here's how:

  1. Go to the Gear icon.
  2. Click connect another account.
  3. In the Connect your bank or credit card to bring in your transactions field, enter your bank's name.
  4. Select the link to go to your bank's website. This opens a new window.
  5. Make sure you can access your account through this site. See if you can view your account summary, account history, and account details without any errors.
  6. If you can access everything, sign out of the financial institution's website.

 

If it's not supported, you can reach out to your bank to ask for support. 

 

You can also use this link to add your transactions manually: Manually add transactions in QuickBooks Self-Employed.

 

I've also added topics about maintaining your banking, transactions, and other related topics. 

 

If you have additional questions, please place a comment below. I'd be happy to help anytime. Take care, as always!

 

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