It seems there’s no option to enter the Company ID along with SVB Bank login credentials in QuickBooks to link the bank account. Is there a workaround for this?

You can reach out to your bank to check for any updates and determine the specific details to enter in the username and PIN fields in QuickBooks, @Neoveri.

To begin with, please note that QuickBooks only relies on information released by your bank. I recommend reaching out to your bank to check for any updates and notifications regarding the login credentials required to reconnect to QuickBooks.

In the meantime, I suggest manually uploading your transactions from your bank or credit card to QBO. Follow the steps below:

1. In the Accounting menu, select Bank Transactions.
2. Choose the account you want to upload transactions to.
3. Click the Link account dropdown, then choose Upload from file.
4. Select the file you downloaded from your bank, or drag and drop it into the designated area. Then, select Continue.
5. In the QuickBooks account dropdown, select the account you want to upload the transactions to, then click Continue.
6. Follow the on-screen instructions to match the columns in the file with the correct fields in QuickBooks, then select Continue.
7. Select the transactions you want to import, then select Continue.
8. Click Yes to confirm the upload, and then click Done to complete the process.

I'll add this article to learn more about categorizing your transactions in QuickBooks: Categorize online bank transactions in QBO.

Also, you might want to check our QuickBooks Live Expert Assisted team. They can help you categorize your transactions and reconcile your accounts.

If you have any other concerns, please click the Reply button.