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Community Manager
posted Apr 11, 2018 2:32:37 PM

If you can't find or connect to your bank (downloaded transactions)

There are two possible reasons why you can't find or connect to your bank:

  1. Many banks have multiple names on our list. Make sure you have selected the correct one.
  2. Your bank might not connect to all types of accounts (personal accounts vs. business accounts, for example).

Follow these steps to verify that you can connect to your bank through the link we've provided:

  1. Choose Transactions > Banking
  2. Click Add account.
  3. Enter the name of your financial institution and click the magnifying glass icon to search.
  4. Under All matching results, click your bank.
  5. At the top of the window, click the link for your bank's website.
  6. A new window will open for your bank's website. Make sure you're able to access your accounts through this site by confirming you can see your account summary, account history, and account details without any error messages.

In order for us to support connection to your bank account, you must be able to access your accounts through this site. Sometimes a financial institution will have multiple logins to different types of accounts, but they choose to only release one website for connection to QuickBooks Online.

If you're successful accessing your account, log out of the bank's website and continue with the setup interview.

If your bank doesn't appear as a choice when following these steps:

  1. Follow the preceding set of steps. When you enter your bank and click Find, you'll get the message, Sorry! We can't find your bank.
  2. Click on the button Request to add my bank  
  3. Enter your bank's website URL in the field provided, after first verifying it, the Bank name and your email address
  4. Click Submit.

Note: We can't tell you if or when a bank may be added to our list, because it's a decision between Intuit and your financial institution. We'll contact you if the bank decides to become part of our list of supported financial institutions.

If your bank isn't listed or you otherwise can't connect, you may be able to download transactions from your bank's website and upload them to QuickBooks Online.  See our related article on uploading bank transactions: Can I upload bank transactions? Can I import more than 90 days of bank transactions using Web Connect?

 
*U.S. Customers who use Bank of America, see related article: Downloaded Transactions - Bank of America

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