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D
dnicks
February 12, 2020
Question

Bank disconnects on update or closing quickbooks.

  • February 12, 2020
  • 1 reply
  • 0 views

I've tried every solution I have come across and nothing has fixed this.  As a test, I started an account on another accounting app and it worked fine.  My bank is First Federal Bank of the Midwest.  It worked fine for years, but started doing this about a month or so ago.

1 reply

S
SarahannC
February 12, 2020

I would recommend contacting our specialist to report this issue, dnicks,

 

Reporting this issue to them is the best thing that we can do so they investigate further why is this happening.

  1. Click the Help icon and select the Contact us button.
  2. Enter a short description of your concern something like " First Federal Bank disconnects on update".
  3. Click the Let's talk button. Then, select Get a callback.

 

In the meantime, you can use a Web Connect to import transactions from your bank to your book using the CSV template format. Here's how to do it:

  1. Log in to your bank's website and download the transactions from there. Then, save it on your computer.
  2. Map the transactions as CSV format to successfully upload them in your book.
  3. Once done, go to Banking on the left panel. Then, select the Banking tab.
  4. Click the Update drop-down arrow and select File upload.
  5. Select Browse and select the file you downloaded from your bank.
  6. Hit Next.
  7. Then, follow the on-screen instructions to complete the process.

 

Once done, you can assign and categorize those downloaded transactions.

 

Leave your comment below if you have other questions about managing the bank transactions in  QuickBooks Online. Take care!

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