Bank Connection

Welcome to the QuickBooks Community, Prestige Claim. Please know that we haven't received any bank connection issue with Palmetto Citizens Federal Credit Union from other users. Let's go over some troubleshooting steps to sort out the connection problem between Palmetto Citizens Federal Credit Union and QuickBooks. We'll also ensure you have the best experience in managing bank data in QBO.

Beforehand, may I ask what specific error message you encountered about bank connection in QuickBooks? I appreciate any further details so I can provide accurate details.

For now, I suggest clicking the Update button on the Banking page. It will help refresh the connection between your bank and QuickBooks. 

Here's how:

1. Go to Bookkeeping and select Transactions, then Bank transactions.
2. Click to highlight the account you're updating.
3. Click the Update button. 

This updates all your connected bank and credit card accounts. The number of transactions in each account tile will increase if QuickBooks downloads new entries.

If the issue persists, the issue may be on the bank’s end. Their website may be undergoing maintenance or have server issues. To confirm this one, you have to sign into your bank’s website. You may open this article to see steps on how you can perform the process: What to do if you get a bank error or can't download transactions in QuickBooks Online.

Lastly, refer to this article if you need steps on how to categorize downloaded entries to avoid duplicate data: Categorize online bank transactions in QuickBooks Online.

If you need any additional assistance while connecting or managing your bank in QBO, you can leave a comment below. I'll get back to you, Prestige Claim. Have a good one!

@Prestige Claim 

You can use MT Online or one of the converter tools (e.g csv2qbo @ $60 one time license) for the time being.

https://www.moneythumb.com/?ref=110