Sometimes, it may be difficult to identify the correct financial institution (FI) to set up online banking in QuickBooks Online. There are a number of reasons this can happen, and some steps you can take to find the right one.

Note  Square 1 Bank customers: Before you can connect your bank and/or credit card accounts to QuickBooks Online, you will need a Log In User ID and temporary password. These are not the same as your online banking log in credentials. If you have not been given these credentials, contact Square 1 Bank.

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Why you can't find or connect to your bank

You may have an issue finding or connecting to your bank if:

  • Your bank has multiple names on our list

    Make sure you have selected the correct listing or have tried all possible links. You can search by the banking login URL to ensure you are using the correct listing.
  • Your bank does not connect to all types of accounts (for example, personal accounts vs. business accounts)

  • Your bank is not a participating financial institution


    If you still can't find your bank, use the Request support for your bank option and ask us to add your bank.

 

Try other listed versions of your bank name

Sometimes a financial institution will have multiple bank names or they might have different types of accounts, but choose to only release one website for connection to QuickBooks Online.

One solution is to try other versions of your FI that are listed:

  1. From the left menu, select Banking.

  2. On the Banking page, select Add Account.

  3. Search for your financial institution and select it from the list.

    .
  4. At the top of the window, select the link for your bank's website.
    A new window opens for the bank's website.
  5. Make sure you can access your account through this site by verifying that you can see your account summary, account history, and account details without any errors.
  6. If you access the account successfully, log out of the FI's website and continue to add the account in QuickBooks Online.

If you have tried all the options matching your bank's name and still cannot connect, or if your bank doesn’t appear as a choice, you can request support for your bank.

Request support for your bank

  1. From the left menu, select Banking.

  2. On the Banking page, select Add Account.

  3. Search for the name of your financial institution.


    If QuickBooks is unable to find your bank, you will g
    et the message, Hmm, we can’t find [name of the bank you entered] in our list of supported banks and be presented with helpful tips to can use to try finding your bank again.
  4. If you’re still unable to find your bank, select Request support for your bank.
  5. Enter your bank's web address (URL) in the field provided and select Request.

After you submit your request to add your FI, you may be able to use one of the  alternative methods  for downloading and importing your bank transactions.

Tip  If none of the above solves the issue, you may still be able to download transactions from your bank's website and upload them to QuickBooks Online. See Upload more than 90 days of bank transactions through Web Connect or Import bank transactions from Excel CSV file to QuickBooks Online.