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QuickBooks can't find the name of your financial institution

QuickBooks needs to know the name of your bank, savings and loan, credit union, or credit card provider.

In the Financial Institution field, click the drop-down arrow and select the name of your institution. To save time, start typing, and QuickBooks will QuickFill the name for you.

What if you can't find your institution?

  • Be sure you typed the name correctly.

  • Enter only part of the name and let QuickBooks auto-fill the rest.

  • Be sure to look for the formal name of your institution. You can find this on official documents such as checks and statements. For example, the full name of AMEX is American Express.

  • Update the financial institutions list. Shortcut

  • Contact your bank and ask if they support QuickBooks Online Banking.

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