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April 21, 2021
Question

When i try to add my bank acount it says failed to connect ive tried numerous times now

  • April 21, 2021
  • 1 reply
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1 reply

April 21, 2021

Thanks for reaching out, @danielkennedy853. I love to get this sorted out for you.

 

To start, can you verify the name of the bank account you are trying to reconnect? Any additional information will get us closer to the resolution and check if there's an open investigation about this.

 

In the meantime, let's try to connect your bank account using a private window. Using a safe browser and accessing the program from there can usually fix the issue.

 

Check out these keyboard shortcuts:

  • Command + Shift + N (Safari)
  • Ctrl+ Shift + N (Google Chrome)
  • Ctrl + Shift + P (Mozilla Firefox) 

Once you log in, try to connect your bank account again. See the below articles for a guide:

Once bank transactions downloads, you can now start categorising or matching them to straighten out your books. After that, you have the option to do your regular bank reconciliation

 

If you have additional assistance while managing your bank transactions, let me know. I'll be around to provide further assistance. Have a nice day.