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userweeblesweeble
August 1, 2020
Question

I’m unable to link in bank accounts from the mobile app. I have followed all the prompts. I get to the page where it’s trying to link then kicks me back out.

  • August 1, 2020
  • 1 reply
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1 reply

Angelyn_T
Angelyn_T
August 1, 2020

Let's check why you aren't able to link your account using the mobile app, @userweeblesweeble.

 

To start, sign in to QuickBooks using a browser and connect the account from there. If that works fine, you need to clear your QuickBooks Online (QBO) mobile app data to start fresh and removed the cached data on your device.

 

To add your account using a browser:

  1. Open your QBO account, then go to the Banking menu or Transactions menu.
  2. Select Connect Account on the landing page, or select Add account or Link account if you've already created an account.
  3. Search for your bank. You can connect most banks, even small credit unions.
  4. Select Continue. Then enter the username and password you use for your bank's website in the pop-up window. It may take a few minutes to connect. You'll see onscreen instructions if your bank requires additional security steps.
  5. Then follow the onscreen instructions to continue the process.

To refresh your app's data:

 

For Android:

  1. Go to the More Options.
  2. Select Settings.
  3. Click Refresh Data.
  4. Then choose Yes.

For iOS:

  1. Go to the Menu ☰.
  2. Select Help & Feedback.
  3. Click Refresh Data.
  4. Then select Refresh.

You can also check this article for more detailed instructions: Troubleshooting Quick-Start Guide for the QuickBooks Online app.

 

If you're getting the same error, update your phone's operating system, then uninstall and reinstall the QBO app.

 

For additional reference about connecting bank account to QuickBooks both in mobile app and browser, check out these articles:

 

In case you want to bring your bank transactions to QuickBooks manually, we also have the WebConnect feature that allows you to import them using an Excel CSV file. For more information, open this link.

 

If you have any other questions, post again or add a comment below. I'm here to help and answer them for you. Keep safe!

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