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tara20
May 23, 2020
Question

I cannot connect to my bank account

  • May 23, 2020
  • 3 replies
  • 0 views
Original commenter did not share additional details

3 replies

R
Rea_M
May 23, 2020

Hello there, @tara20.

 

I'm here to ensure you're able to connect to your bank account in QuickBooks Online (QBO). This way, you can monitor your transactions and keep your account updated.

 

Before we start, I'd appreciate if you'd share further details like the name of your financial institution and if you encountered error messages while connecting to your bank account. This way, I can provide the exact resolution about it.

 

Here are some of the possible reasons you're having trouble connecting your bank account to QBO:

  • The bank is performing system maintenance. 
  • There are notifications from their website that need your attention.

 

To start, I'd first suggest logging into your bank's website to review if there are alerts that need your attention. Once signed in, perform the following steps:

  1. Review your account page for messages, notifications, or alerts. 
  2. Check your bank’s website for any announcements.
  3. Once done, go back to your QBO account to perform manual update.

 

Manually updating your account helps refresh the connection between your bank and QBO. Here's how:

  1. Go to the Banking menu. 
  2. Select Update. 
  3. Enter your Multi-Factor Authentication (MFA) credentials.
  4. Click Continue update.

 

On the other hand, if you make changes to your bank's website, you'll have to update your bank info in QBO as well to match their account details. Let me guide you how.

  1. Go to the Banking menu. 
  2. Select the blue tile for your bank.
  3. Click the Edit (Pencil) icon. 
  4. Choose Edit sign-in info. 
  5. Update your details. 

 

Once your transactions are successfully downloaded, you can now approve the way the program categorizes the transactions. Then, match them against the entries in the system. To learn more about this process, visit this article: Categorise and match online bank transactions in QuickBooks Online.

 

Please let me know if you have other concerns. I'm just around to help.

T
tara20Author
May 23, 2020

It seems to be a global issue

AlexV
AlexV
May 23, 2020

I'm joining this thread to share details about banking, tara20.

 

Based on your screenshot, you're using the QuickBooks Self-Employed mobile app. Please make sure that the app is updated.

 

Also, you'll want to consider uninstalling and reinstalling it. This helps fix any issue which can be the reason for that error you're experiencing. But before doing so, please make sure that there's no pending transaction or trips/mileage.

 

You can also login to your account using a browser. From there, you can update the connection between NatWest and QuickBooks Self-Employed. Simply go to the Gear icon, click Bank accounts, then select Refresh all.

 

Here's an article for some of the Open Banking Connection Errors and how to fix them.

 

Keep on posting if you need anything else. Wishing you all the best!

T
tara20Author
May 23, 2020

I know how to do it, it won't connect. I have had QB for 4 years & this problem hasn't been since April 1st. I have raised a case but got an email saying it's been resolved but it hasn't these are the errors I get in attached photos 

L
LS2007
December 12, 2020

I'm having the same issue. This is frustrating. I signed up for Quickbooks because it looked like it could connect to the vast majority of my accounts. This isn't helpful at all.

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