Question

Setting up online banking through Truist

Forum|Forum|4 years ago
April 2, 2022
2 replies
0 views

Due to the SunTrust to Truist merger I am no longer able to use my previous financial software so I purchased QuickBooks desktop for Mac. I have created a company and now when I go to setup online banking I keep getting a connection error when it prompts me to login to Truist. I have spent hours on the phone with Truist who assures me I am properly signed up in their system and it is a Quickbooks issue? However, no one from Quickbooks is available to help me until after the weekend. So I am hoping someone here can give me some guidance on what to try. I am desperate to fix this issue this weekend before I have to go back to my paying job on Monday. LOL!

QuickBooks Desktop for Mac

katherinejoyceO

Hi there, @BSC2.

I 'm here to help ensure your bank is connected to QuickBooks. The error can be due to damaged data.

Let's rebuild your company file to fix it. Before you start, make sure to backup your company file. Then, you can follow these steps:

From the File menu, select Utilities.
Select Verify Data, then click OK.
Go back to the File menu, then Utilities.
Tap Rebuild Data.
Hit OK.

You'll want to check this link for your reference: Verify and rebuild data in QuickBooks Desktop for Mac.

You can also update QuickBooks for Mac to the latest release to get the latest features and fixes.

Feel free to keep in touch if you have additional concerns. I'll be here to guide you more.

B

BSC2Author

This is a new company I set up today but I completed the steps you suggested above. I still get a connection error when I try to setup online banking with Truist.

B

BSC2Author

This is a brand new company file I just created today but I tried the steps you suggested. Once I then try to setup online banking I get the same connection error. Do you have any other suggestions?

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