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August 21, 2023
Question

Unable To Access Bank Account

  • August 21, 2023
  • 1 reply
  • 0 views

Can't access my bank account for the past four days. Can't get help from customer support. Any ideas?

1 reply

August 21, 2023

Let me help you access your bank account, timmm2. 

 

Before we start, may I know the name of the bank you're attempting to connect with? Also, have you encountered a specific error message or code that hinders you to access your bank? This way, we can further check if we have received similar reports from other users. 

 

Furthermore, in order to verify that we are connecting the accurate account, log in to the bank's website and make sure that you have updated your login details in QuickBooks.

 

if everything is correct and the issue still persists, we can perform some troubleshooting steps to fix this. There are instances when the browser is full of commonly used page resources, which results in errors or odd behavior.

 

 Let's use a different or private browser to view your account. You can use any of these shortcut keys:

 

  • Google Chrome: Ctrl + Shift + N
  • Mozilla Firefox: Ctrl + Shift + P
  • Microsoft Edge: Ctrl + Shift + P
  • Safari: Command + Shift + N

 

I've added this article to fix specific bank errors in QBO: What to do if you get bank error or can't download transactions. 

 

In the meantime, to ensure you can still work with your books in QBO, you may consider manually uploading your bank transactions via CSV file. Once done, categorize and match them to make sure they are allocated to the correct account. 

 

Get back to me if you have further questions about it accessing your bank account. I'm just a post away. Have a good one!

timmm2Author
August 21, 2023

Sorry, none of that works. The bank is Phoenixville Federal.

I've used your service for many years. It would be shame if I had to cancel over this one issue.