Business Banking

QuickBooks Reconnecting

Sync your LendingClub deposit account with QuickBooks.

 If you haven’t logged into QuickBooks since before July 12, 2021, you will need to reconnect your QuickBooks account to LendingClub.

api banking

QuickBooks Desktop Windows Web Connect

  • Save your data & update your software

  • To back up a QuickBooks Windows data file:
    • Choose File > Back Up Company > Create Local Backup
    • Download the latest QuickBooks update. Choose Help > Update QuickBooks Desktop
  • To complete a final transaction download and accept all new transactions into the appropriate registers:
    • Complete one last transaction update before the change to get all of your transaction history up to date
    • Accept all new transactions into the appropriate registers (required)
  • Deactivate your old connection and reconnect your account to LendingClub

  • To deactivate your online banking connection for accounts connected to the financial institution that is requesting this change:
    • Choose Lists menu > Chart of Accounts
    • Right-click account you want to deactivate and choose Edit Account
    • Click the Bank Feeds Settings tab in the Edit Account window
    • Select Deactivate All Online Services and click Save & Close
    • Click OK for any alerts or messages that may appear with the deactivation
  • To reconnect your online banking connection to LendingClub for accounts that you deactivated: 
    • Log into your financial institution’s online banking site and download your transactions to a QuickBooks (.qbo) file
    • In QuickBooks, choose File > Utilities > Import > Web Connect Files. Locate your saved Web Connect file and select to import.
    • In the Select Bank Account dialog select Use an existing QuickBooks account
    • In the drop-down list, choose your QuickBooks account(s) and click Continue. Confirm by selecting OK.
Smiling Woman sitting at laptop

QuickBooks Desktop Mac Web Connect

  • Save your data & update your software

  • To back up a QuickBooks Mac data file and update the application:
    • Choose File > Backup
    • Download the latest QuickBooks update. Choose QuickBooks > Check for QuickBooks Updates
  • To complete a final transaction download:
    • Complete one last transaction update before the change to get all of your transaction history up to date
    • Accept all new transactions into the appropriate registers (required)
  • Deactivate your old connection and reconnect your account to LendingClub

  • To deactivate your online banking connection for accounts connected to the financial institution that is requesting this change:
    • Choose Lists menu > Chart of Accounts
    • Select the first account you would like to deactivate and choose Edit > Edit Account
    • Select Online Settings in the Edit Account window
    • In the Online Account Information window, choose Not Enabled from the Download Transactions list and click Save
    • Click OK for any alerts or messages that may appear with the deactivation
  • To reconnect your online banking connection to LendingClub for accounts that apply:
    • Log into your financial institution’s online banking site and download your transactions to a QuickBooks (.qbo) file
    • In QuickBooks, choose File > Import > From Web Connect. Use the import dialog to import your saved Web Connect file.
    • In the Account Association window, click Select an Account to choose the appropriate existing account register
    • Click Continue and OK for any dialog boxes that require action

QuickBooks Online Express Web Connect

  • Save your data

  • Complete a final transaction download
  • Complete last transaction update before the change to get all of your transaction history up to date
  • Accept all new transactions into the appropriate registers (required)
  • Disconnect your old connection and reconnect your account to LendingClub

  • To disconnect your online banking connection for accounts connected to the financial institution that is requesting this change:
    • Select Banking from the left column
    • Click the account you want to disconnect, then click the pencil icon on the corner of that account box
    • Click Edit Account Info
    • Check the box next to Disconnect this Account on Save
    • Select Save and Close
  • To reconnect your online banking connection to LendingClub:
    • On the Banking page, click Add Account in the upper-right side of the screen
    • Type your financial institution’s name and choose the correct option from the results
    • Enter your financial institution credentials and click Continue
    • Provide additional information, if requested
    • Ensure you associate the accounts for your financial institution to the appropriate account already listed under Which accounts do you want to connect? Choose the matching accounts in the drop-down menu.
  • To exclude duplicate transactions:
    • Select Banking from the left column
    • In the For Review section, click the checkboxes for the transactions you want to exclude.
    • Choose Batch Actions > Exclude Selected

Digital banking, made human.

At LendingClub, we put our customers at the center of everything we do. That’s why we focus on providing products and services that are not only convenient but help to make life easier.

Security

We use 256-bit encryption to ensure that data is protected with the highest level of security.

Financial Institution

FDIC Insurance

Your deposits are FDIC-insured up to the highest possible amount allowed – $250,000.

Customer Support

Have a question? We’re here to help. Chat with us online, or reach us by phone or email.