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June 6, 2024
Question

Banking Connection Issues

  • June 6, 2024
  • 1 reply
  • 0 views

Hi All, 

 

Are users still having bank connectivity issues? I have tried all of the suggested fixes and I'm still unable to connect to my bank. Any help would be appreciated!!!! Not the kind of issue I want to have leading into EOFY. 

 

Thanks

1 reply

June 6, 2024

Hi there BC00,

 

Thanks for posting in the Community!

 

I understand how important to be able to connect your bank account and download new transactions in QuickBooks Online. Let's enter your bank's sing-in information to update the connection. Here's how:

 

  1. Click on the Transactions tab.
  2. Click on Bank transactions and select the bank account affected.
  3. Click on Edit icon.
  4. Click on Edit sign in info.
  5. Manually enter your bank's log in detail.
  6. Click on Save and connect.
  7. Follow the prompts on the next page.

Then, let's check if the bank account connected and downloaded new bank feeds.

 

If the issue persists, let's use a new incognito window or other supported browser and use the steps above.

 

As a work around, you can manually upload your bank transactions using CSV file

 

If the problem remains, I recommend contacting our Customer Care Team. That way, our care agents can check your account in a secure form and escalate a ticket to our banking engineers to check the account connection.

 

Post again in the Community if you have banking concerns. I am around to help you.