I'd be glad to walk you through linking your bank account to QuickBooks Online, @carey11_2. Follow the steps below: Go to Transactions, then select Bank transactions. Select Link Account to open a new window. From there, enter the URL or name of your bank in the Search field, then choose the bank. Enter your Sign info in the Login and Password fields, then click Continue. Pick the account you want to connect and date to pull transactions from the dropdown ▼. Then, hit Next. Determine your account type on the Account type ▼ dropdown, then tap Next. Here's an article for more ways: Connect bank and credit card accounts to QuickBooks Online. Once done, check out these resources to manage your transactions in the program seamlessly: Categorize online bank transactions Reconcile an account If you have other banking concerns, feel free to add them below. I'll be around to address them. Have a great day!

Question

How do I link my bank account?

Forum|Forum|2 years ago
February 21, 2024
1 reply
60 views

No text available

QuickBooks Online

J

JamaicaA

QuickBooks Team

I'd be glad to walk you through linking your bank account to QuickBooks Online, @carey11_2.

Follow the steps below:

Go to Transactions, then select Bank transactions.
Select Link Account to open a new window. From there, enter the URL or name of your bank in the Search field, then choose the bank.
Enter your Sign info in the Login and Password fields, then click Continue.
Pick the account you want to connect and date to pull transactions from the dropdown ▼. Then, hit Next.
Determine your account type on the Account type ▼ dropdown, then tap Next.

Here's an article for more ways: Connect bank and credit card accounts to QuickBooks Online.

Once done, check out these resources to manage your transactions in the program seamlessly:

If you have other banking concerns, feel free to add them below. I'll be around to address them. Have a great day!

D

DirectFlowPlumb

Every time i try to link my bank account it tells me to try again later.

C

ChristineJoieR

QuickBooks Team

I can see the relevance of connecting your bank to QuickBooks Online, DirectFlowPlumb. I'm here to assist you in linking your bank account.

Before that, may I know the name of your financial institution? This way, we can check about issues running while connecting your account. This way, I can verify if there are ongoing investigations about this matter.

We can connect a bank account manually in QuickBooks Online (QBO) allows you to link your bank account to your QBO account. It enables you to automatically import your bank transactions into QBO, making reconciling your accounts and keeping track of your finances easier.

Follow the steps below:

Go to Transactions, then select Bank Transactions.
Select Link account.
Search for the name of your financial institution.
Find your bank, in the search bar.
Then click the Continue button.

Moreover, if the issue persists, I encourage you to call our QuickBooks Online support team to investigate why this unexpected behavior is happening and roll-out potential remedies for this error.

Please see the steps below:

Log in to your account.
Click the? Help button at the top right corner.
Go to the Search tab, then select Contact Us.
Enter a brief discussion with your concern, then click Continue.
Choose to Have us call you to connect with us.

Remember, the support team is available Monday to Friday, 6 AM to 6 PM Pacific Time, and Saturday, 6 AM to 3 PM Pacific.

Additionally, you can follow additional troubleshooting steps to fix online banking errors in QuickBooks Online.

After reconciling your account, you can review or generate a reconciliation report to ensure it is balanced. Do you want to have one? The steps are provided by QuickBooks here: How do I view, print, or export a reconciliation report?

The Community is here for you 24/7 on the clock. If you need to drop your additional comments, notify us below. Keep safe.

Sign up

Login with SSO

Let's get you signed in

Login with SSO