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grindsupplyco
November 12, 2020
Solved

I can't reconnect my accounts?

  • November 12, 2020
  • 1 reply
  • 0 views

It's 2 hsbc accounts and my paypal

 

I've successfully reconnected both according to my bank and paypal, but not according to quickbooks!

 

which is a bit of a pain.

 

any help would be great

 

Rupes

Best answer by BettyJaneB

I appreciate the steps that you've taken to get this bank connection issue sorted out, @grindsupplyco.

 

I'd love to get this hurdle working for you. However, I'd like to know if you received an error message while reconnecting your account. Any additional details are much appreciated.

 

On the other hand, we've updated our Online Banking platform to Open Banking. It means that bank data can only be downloaded into QuickBooks via Open Banking. PayPal and HSBC already support this functionality. That said, you can now connect your bank accounts.

 

Since this isn't your case, I recommend reconnecting your bank again by utilizing your bank's URL. This is to test if your bank has multiple names on our list, which is the reason you're unable to reconnect them.

 

To do that:

  1. Go to the Banking menu.
  2. Select the Add account button.
  3. Past your bank's URL in the Connect an account search box (example: http://www.chase.com).
  4. Enter your User ID or Email and Password.
  5. Click Continue.
  6. Follow the steps to successfully connect your bank.

 

Once you're connected, QuickBooks will automatically download your most recent transactions. After that, I recommend editing, assigning, and categorising your transactions. Also, you can match them to the existing entries in the software. Just go to the For Review tab from the Banking menu. Doing so will help you ensure the accuracy of your financial records.

 

Let me know if there's anything else you need help with. I'm just a click away. Have a nice day!

1 reply

R
ReyJohn_D
November 12, 2020

I have a couple of fixes to get your HSBC and PayPal accounts back up and running again, @grindsupplyco.

 

First, please log out and then log back in to your QuickBooks Online (QBO) account to refresh the system. 

 

If it won't work, I recommend accessing your account using a private window/incognito. This can help us determine if it's a browser-related issue due to stored cache. You can use the shortcut keys to access one:

 

  • Ctrl+ Shift + N for Google Chrome .  
  • Ctrl + Shift + P for Mozilla Firefox  and Microsoft Edge .
  • Command + Shift + N for Safari .

Once done, reconnect or access the said accounts again. If it works this time, please clear your browser's cache to remove the piled up files that cause unusual QBO behaviour. Then, go back to your regular browser and perform the normal task again.

 

Another option is to use another supported browser. If the issue persists, you can disconnect and then reconnect them to refresh their connections. Before doing so, please review this article for more tips: Disconnect account in QBO.

 

After downloading your entries successfully, you can start categorising and matching them. When you're ready, you can do your regular bank reconciliation. 

 

If you need further help with this, just feel free to comment back below. I'd be glad to share some solutions with you. Have a good one.

G
grindsupplycoAuthor
November 16, 2020

Thanks for your response.

 

Yeah I tried all the above, 3 different browers, cleared all caches etc etc.

 

still wont connect to my accounts.

 

any further help please

 

Cheers

 

Rupes

 

 

BettyJaneB
BettyJaneBAnswer
November 16, 2020

I appreciate the steps that you've taken to get this bank connection issue sorted out, @grindsupplyco.

 

I'd love to get this hurdle working for you. However, I'd like to know if you received an error message while reconnecting your account. Any additional details are much appreciated.

 

On the other hand, we've updated our Online Banking platform to Open Banking. It means that bank data can only be downloaded into QuickBooks via Open Banking. PayPal and HSBC already support this functionality. That said, you can now connect your bank accounts.

 

Since this isn't your case, I recommend reconnecting your bank again by utilizing your bank's URL. This is to test if your bank has multiple names on our list, which is the reason you're unable to reconnect them.

 

To do that:

  1. Go to the Banking menu.
  2. Select the Add account button.
  3. Past your bank's URL in the Connect an account search box (example: http://www.chase.com).
  4. Enter your User ID or Email and Password.
  5. Click Continue.
  6. Follow the steps to successfully connect your bank.

 

Once you're connected, QuickBooks will automatically download your most recent transactions. After that, I recommend editing, assigning, and categorising your transactions. Also, you can match them to the existing entries in the software. Just go to the For Review tab from the Banking menu. Doing so will help you ensure the accuracy of your financial records.

 

Let me know if there's anything else you need help with. I'm just a click away. Have a nice day!

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