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bnavarre
January 17, 2022
Question

One bank account won't stay connected

  • January 17, 2022
  • 1 reply
  • 0 views

I have six accounts with a specific bank for our business, a checking, savings, and 4 credit card accounts.  For the last several weeks, one of the credit card accounts (particularly the one that is used the most) will not connect/download when updating bank accounts.  I am always getting the "something is wrong" error and that I need to reconnect.  Every time I select reconnect, it does reconnect and download; however, the very next day it won't connect and the cycle continues.


I have tried deleting the connection completely in QBO and reconnecting it.  Same cycle continues.  Any suggestions are appreciated.

 

All six of these accounts are tied to a single user login.

1 reply

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RoseJillB
January 17, 2022

Thank you for bringing this to our attention, @bnavarre. Let me share some insights about banking connectivity in QuickBooks Online (QBO).

 

You will encounter the error message if the connection between your bank's website and QBO is interrupted due to security protocols in your bank.

 

To isolate this issue, I suggest reviewing your bank's website to see if there’s a notification regarding the error or the setting preferences.

 

Then in QBO, you can manually update your bank transactions.

 

To do so, here’s how:

 

  1. Go to the Banking menu or Transactions menu.
  2. Go to the Banking tab.
  3. Select Update.

 

Furthermore, you can check the latest transactions and look around the banking menu in QuickBooks Online by reading this article.

 

For future reference, you can check out this article to categorize and match online bank transactions in QuickBooks Online.

 

Let me know if you need further assistance with your banking connectivity. I’m just one post away from assisting you. Have a great day!

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bnavarreAuthor
January 17, 2022

Thank you for the suggestion.  This issue in this case is that I am connecting to my primary bank with a single login and only one of the six accounts from that bank is having the problem.  All 5 other accounts are not having issues.

 

I have experienced issues when the bank is not available, but, in those cases, none of the accounts will download.

 

I find this unique that it is only one of the accounts having issues.  When I manually download as you suggested, the transactions do not download the first time.  This account will give an error and require to "reconnect the bank account".  When clicking the reconnect link, the transactions download correctly.

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RoseJillB
January 17, 2022

Thank you for your prompt reply, @bnavarre.

 

Let’s double check your bank’s website, as they probably added a new security protocol that stopped you from connecting to it.

 

Also, kindly check your bank’s website to see if there are any notifications that need to be confirmed or settings that you have to change to connect the account.

 

I’ll be happy to assist you further if you need assistance with your banking transactions. Stay safe!

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