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February 13, 2022
Question

Trouble connecting bank account

  • February 13, 2022
  • 1 reply
  • 0 views
Bank say connected quick books say failed

1 reply

DivinaMercy_N
February 13, 2022

I can feel the need to get this issue taken care of, @Jacksonfarriers.

 

Before we perform some steps to help you connect your bank to QuickBooks Online (QBO), may I know first the name of that specific bank? This way, I can further check if there's any connection issue between your bank and QBO.

 

Also, I'd like to share with you a few scenarios of why you're unable to connect your bank in QBO:

  • The bank may not be a participating bank. 
  • Your bank might not connect to all types of accounts (for example, personal accounts vs. business accounts).
  • The bank is having system maintenance.
  • Some banks have multiple names on our list. You might want to check and select the correct one or try all possible bank URLs.

 

To fix this, I suggest reaching out to your bank to confirm any maintenance update or request to establish a connection with QBO. If everything is fine, ensure to select the correct bank name when connecting the account.

 

However, if this is not the case, you can also perform basic browser troubleshooting steps in connecting your bank to QBO. Let's begin with accessing your QBO account on an incognito mode to have a clean slate. Private browsers do not store cache and data files that might cause issues when running websites. Below are the shortcut keys you can use:

  • Google Chrome: Ctrl Shift N
  • MS Edge and Firefox: Ctrl Shift P
  • Safari: Command Shift N

 

Once signed in, connect your bank again. If this works, clear the cache of your regular browser. This will remove old files and will refresh the background processes of your browser. If the same thing happens, you can use another supported browser. To optimize your QBO experience we always have to ensure that you're system meets the required requirements to run the program.

 

You can also, manually upload your bank transactions to QBO. This is easy if the file is in CSV format. 

 

It is also recommended to regularly review your accounts in QBO to make sure the amounts match your real-life bank and credit card statements. 

 

Leave a comment below if you have any other concerns in connecting your bank to QBO. I'm just a post away to help. Have a great week ahead.