> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.booksgpt.ai/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# My bank is not supported, or will not connect

BooksGPT connects to over 12,000 US banks, but a few will not appear or will not link. Here is the order to work through.

## 1. Search, do not scroll

The tiles on the connect page are shortcuts, not the whole list.

1. Open **All pages** in the left sidebar, then under **Daily work** click [Banking](https://app.booksgpt.ai/go/banking).
2. Click [Connect a bank](https://app.booksgpt.ai/go/banking/connect).
3. Type your bank into **Bank or card issuer**.

| Search for your bank by name. The tiles are shortcuts, not the whole list.

If nothing matches, you will see **Search the full bank directory**. Click **Search all institutions** to search the complete directory inside the secure window. Most "missing" banks are found here.

![The full bank directory prompt shown when a search has no local shortcut](https://booksgpt.ai/help/bank-connect/full-directory.png)

## 2. Some accounts use a different secure provider

Square Checking, Shopify Balance, Venmo, and Cash App do not work well on the standard connection, so we route them to a second provider automatically. You do not have to pick.

The result row tells you which one is about to open.

![A search result showing Secure connection via Plaid with a Connect button](https://booksgpt.ai/help/bank-connect/via-plaid.png)

## 3. If the connection fails

The error panel gives you the next move:

- **Retry connection**. Banks time out. A second attempt often works.
- **Try Plaid instead**. Offered when the standard connection failed.
- **Upload a statement**. Skips the live feed entirely.

Also worth checking:

- We support US checking, savings, and credit card accounts. Loan, investment, and merchant accounts often will not link.
- Business accounts sometimes need the primary login, not a bookkeeper login.

|| US checking, savings, and credit card accounts are supported. Loan, investment, and merchant accounts often will not link.

## 4. CSV always works

No bank feed can stop you using BooksGPT. Every bank lets you download a CSV statement.

- Open **All pages**, then under **Setup** click [Import](https://app.booksgpt.ai/go/import).
- See "Import a CSV from any bank or app" for the columns we need.

Your books, reports, and reconciliation all work exactly the same on imported transactions.

## Ask us to add your bank

Email support@booksgpt.ai with the bank's full name and website. Send the CSV route in the same breath so you are not blocked while we look at it.

Some banks (Square Checking, Shopify Balance, PayPal, Venmo, Cash App) always connect through Plaid, and BooksGPT does that for you. See "How BooksGPT connects to your bank, and how much history you get".