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S
swiss6464
April 23, 2024
Question

Which banks are compatible with QuickBooks online download

  • April 23, 2024
  • 3 replies
  • 164 views
No text available

3 replies

Z
ZackE_Moderator
Moderator
April 23, 2024

Thanks for reaching out to the Community, swiss6464.
 

There's a series of banks that are compatible with your Online Banking feature.
 

Here's a brief list:
 

  • USAA
  • Citibank
  • Wells Fargo
  • Capital One
  • Chase Bank
  • Bank of America
  • American Express
  • PNC Financial Services

 

You can search for a financial institution while connecting a bank or credit card account.
 

Here's how:
 

  1. In the left navigation bar, go to Transactions, then Bank transactions.
  2. Click Link Account.
  3. Enter your bank's name or website URL in the Search field.

 

If your bank isn't currently supported, you can submit feedback and manually upload transactions for the time being.
 

I've also included a couple detailed resources about working with Online Banking which may come in handy moving forward:
 

 

Please feel welcome to send a reply if there's any additional questions. Have a wonderful Tuesday!

4
4Gal
Level 5
April 23, 2024

@swiss6464 

You can use any bank. Then use MT Online or one of the converter tools (e.g csv2qbo @ $60 one time license) as a workaround.

https://www.moneythumb.com/?ref=110

 

M
Marshall Potts
November 18, 2024

Will quickbooks online integrate with banco atlantida 

L
lin_jcaj
Level 9
November 18, 2024

Hi, Marshall. Thanks for your inquiry regarding the integration of Banco Atlántida with QuickBooks Online.

 

Currently, there’s no direct integration between the two. However, I'll guide you through alternative methods to import your bank transactions into QuickBooks Online (QBO).

 

You can download your transactions from Banco Atlántida's online banking in either CSV, QBO, OFX, or QFX format and then upload them into QuickBooks Online.

 

I can walk you through the step-by-step guide for uploading them to QBO. Here's how:

 

  1. Navigate to the Transactions tab and click on Bank transactions. 
  2. Locate and click on the blue tile representing the account where you want to upload the transactions.
  3. Click the Link account ▼ dropdown and then Upload from file.
  4. Choose either the Drag and drop option or select files to locate and select the file you downloaded from your bank. Then, click on Continue.
  5. In the QuickBooks account ▼ dropdown, select the account you want to upload the transactions into. Then select Continue.
  6. Follow the onscreen instructions to match the columns from the file with the appropriate fields in QuickBooks. Then, click on Continue.
  7. Select the transactions you want to import, and click on Continue.
  8. Confirm by selecting Yes, then click on Done to complete the process.

 

You can also explore third-party apps and services that can offer integration between Banco Atlántida and QuickBooks Online. These apps can sometimes bridge the gap when direct integration isn’t available.

 

After obtaining your banking data, take the necessary step of categorizing the transactions accurately to maintain proper accounting practices.

 

Additionally, it is crucial to reconcile the account to ensure the integrity of your financial records.

 

You can always get back to the Community space if there's anything else you need to know about handling bank-related tasks, Marshall. I'm always ready to give necessary assistance and resources.

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