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someonesinthekit
April 2, 2024
Question

Bank account can't be fetched

  • April 2, 2024
  • 1 reply
  • 0 views

How do I get past an error message "Sorry, an unexpected error has occurred, we could not fetch accounts from your bank."  This is a new bank checking account with a national bank.  On my bank's web site, the account is shown to be actively linked.

 

Likewise, on the QB side, the bank appears as a linked account.  (When I open "manage connections" it is there.)  However, it has a switch in the off position.  When I attempt to enable it, I always get the same error stated above.  I have cleared cache, done the private browser thing, but to no avail.

 

Btw, in QB I do already have a linked credit card account with this bank.  Might this be a snag?  Do I need to deactivate/reactivate... that is somehow manage connections of checking and credit card accounts simultaneously? Surely would appreciate being able to get this feed on my biz checking operational

1 reply

R
RheaMaeH
April 2, 2024

I understand the urgency of getting this banking issue fixed, someonesinthekit. Let me provide you with some information to help you resolve the error you encountered.

 

There are possible causes for why your bank can't connect to QuickBooks Online. The issue might be on your bank's end or changes in your bank account. With this, I suggest checking your bank website. 

 

You can follow these steps to obtain the URL that QuickBooks uses to connect to your bank:

 

  1. In the left panel, go to Transactions, then select Bank Transactions.
  2. Click on Link account, then search for your bank.
  3. Copy the URL listed for your bank.
  4. Sign in to your bank website using the copied URL.

 

After that, check for the following:

 

  1. Check your account for messages, notifications, or alerts.
  2. Look for any display issues that could prevent QuickBooks from downloading new transactions.
  3. Check your bank's website for any announcements about new security requirements.

 

For more information about this process, please refer to this article: What to do if you get a bank error or can't download transactions in QuickBooks Online.

 

If the problem persists, I suggest reaching out to our Technical Support Team. They'll be able to access your account in a secure environment and create an open ticket for investigation. 

 

Here's how:

 

  1. Sign in to your QuickBooks Online account.
  2. Go to Help (?).
  3. Select the Search tab, then click on Contact Us.
  4. Choose a way to connect with us:
  • Start a chat with a support expert.
  • Get a callback from the next available expert.

 

In the meantime, we can manually upload your transactions to QuickBooks if you need to work on your records as soon as possible. 

 

After bringing in all your entries, we can start categorizing them for your books. Then, reconcile your accounts to ensure they match with your bank statements.

 

Keep me posted if you have questions or concerns about connecting your bank account in QuickBooks Online. I'll be around for you. Take care always!

S
someonesinthekitAuthor
April 5, 2024

My problem was solved apart from your advice -- not that it wasn't of worth.  It seems it just too patience.  It was activated on bank side, and after a few days I was able to enable it on QB side.

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