Question

Axos Bank

Forum|Forum|1 year ago
July 24, 2024
4 replies
0 views

Anyone who banks with the personal side of Axos having trouble connecting to the bank?

QuickBooks Online

H

hswynneAuthor

I have not been able to connect for one month.

E

earllanm

Hi there, @hswynne.

Beforehand, have you encountered any specific error messages while trying to connect your bank account to QuickBooks Online? This way, we can check if there are any reported issues related to it.

Also, since you had trouble connecting to your bank for a month, I'd recommend reaching out to our customer support team. They can check the bank connection and further investigate this matter.

Here's how:

Log into your QuickBooks Online company.
Go to the Help (?) icon.
Choose either of the tab to connect with us:

Start a chat with a support expert.
Get a call back from the next available expert.

For their support hours, you may open this article: QuickBooks Online Support.

I've included these articles for your reference on how to upload and match your bank transactions in QuickBooks:

If there's anything else that I can assist you with connecting your bank accounts or any QuickBooks related, feel free to leave a comment below. Stay safe

H

hswynneAuthor

Thanks for the response. Just trying to see if there were any other Axos clients having the same problem. I have had an investigation going for a month. The problem is I get no feedback...zero from the back-end team that is supposedly working on it. Getting a call from the frontline is basically worthless because they have no clue what the backend team is doing. This is a major flaw for customer service. I have a month-old problem and have no idea if anyone is actually working on it.

R

RhoiceW

I can imagine how hard the experience you've been through for not being able to connect to your Axos bank for a month, hswynne. Rest assured I'll assist you in connecting your bank account in QBO.

As per checking, I found similar cases of connection issues with Axos Bank in QBO (INV-107976). If you're still having difficulties connecting your bank account, I recommend logging in to your bank website outside QuickBooks to ensure your credentials are accurate. Then, use the same credentials in QuickBooks to access your account.

You can also perform troubleshooting steps before attempting to log back into QBO. This will ensure that your QBO runs faster and all features work smoothly.

However, if you're still unable to connect your Axos bank after performing the troubleshooting steps, you can consider calling our QuickBooks Online support team for them to provide you updates on what's the status of the case.

In addition, you can refer to this article to learn how to manually upload transactions from your bank to QBO: Manually upload transactions into QBO.

Don't hesitate to comment if you still have concerns about connecting your bank account in QBO. I'll always be here to assist you anytime.

L

lindsayz_ajag

I have Axos business checking and haven't been able to connect since they introduced the new portal. After much weeping, wailing, and gnashing of teeth, they were able to connect me a month ago using the legacy portal, but that's now been deactivated. When I asked QB help, they said it was an Axos issue. Axos says it must be a QB issue. Looks like my only option may be to change banks.

H

hswynneAuthor

I went through the same issue. You need to go through this third-party authentication process. It will pop up if you keep trying to connect. I am using QB for 5 Axos accounts currently.

L

lindsayz_ajag

I was finally able to connect to the new Axos portal. I had to go to a different computer where I had never signed on to Axos, and I had to disconnect Axos from Quickbooks first. If you try this, make sure you know the date of the most recent Axos transaction you have in QB. When it does connect, it will ask what date to start pulling transactions from.

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