Have any questions for our team about Bank Connections?

Hi Julie,

Can I ask which bank account are you trying to update on file? That way, we can check if there is any related investigation or not for the bank account affected.

If there is any error message showing in the Bank transactions page, I recommend signing in first to your online banking website. Making sure that your log in details works and the account is active.

Once done, let's go back to QuickBooks Online and use the steps below.

1. Click on Bank transactions.

2. Locate the bank account.

3. Click on Refresh/Update button.

If the issue persists, I recommend checking in with our Chat or Phone Support to further check your bank account connection in a secure form. 

In the meantime, you can use the manual upload option using CSV files to add your bank transactions.

Drop by again in the Community if you have further questions. 

Let's get your new bank account connected to QuickBooks Online, @GrayHair. I have some details below to help you fix this sign-in issue.

There are times when it can take a couple of minutes for your code to arrive. Here are a few things you can do:

• Check your junk mail or spam folder to see if the email went there.
• Verify all email addresses you used to sign up for your account.
• Unblock or add Do_not_reply@intuit.com as an approved sender in your email app.
• You can get a new code sent to you by selecting the I didn’t get a text, I didn’t get an email, or I didn’t get a phone call link on the product sign-in page.
• If you lost your phone, check your text messages online at your cell carrier’s website.
• You may have accidentally blocked the phone number we sent a text message from. Ensure to allow or unblock our number on your iOS or Android device.

However, if you're still unable to sign in to your account, I recommend reaching out to our customer support. They can further identify the cause of the sign-in issue.

You can learn more about what to do if you can't log in to your account by checking out this guide: Recover your Intuit Account if you can’t sign in.

Additionally, consider scanning this material for guidance on updating your account credentials to improve security: Update or change your Intuit Account sign-in information.

Feel free to reply to this thread for questions or clarifications when signing in to your account or other related concerns in QuickBooks Online. We are always here to lend a hand.

Hi MarkS57,

Let's perform some basic troubleshooting steps to isolate the behavior encountered in your QuickBooks Online account. To start with, use a new incognito window or a different supported browser. Using a new incognito window does not store any data file.

Here's how:

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

Then, log in to QuickBooks Online and let's update your bank's sing in information using the steps below.

1. Click on the Transactions tab.
2. Click on  Bank transaction and select the bank account affected.
3. Click on the Edit or Pencil icon.
4. Click on Edit sign in info and manually enter your bank's log in details.
5. Click on Save and connect.

Verify if new transactions have downloaded. If the issue persists, I recommend contacting our Customer Care Team through Chat or Phone. That way, they can ask for your details in a secure form and can check your bank account connection.

In the meantime, you can manually upload bank transactions using a CSV file to be updated in your books.

Post again in the Community if you have other questions.

Hi dotarray,

Thanks for joining the thread! It appears that you're setting up your bank rules using the description which is the simplified version of the bank text. We can set up bank rules based on the bank text so that your transactions will be categorised and added correctly in QuickBooks Online. Here's how to set up a bank rule using the bank text. 

1. Go to Transactions and select Bank transactions.
2. Open a bank transaction.
3. Select Create a rule.
4. From the Apply this to transactions that are ▼ dropdown, select Money in or Money out.
5. From the in ▼ dropdown, select a bank or credit card account, or select All bank accounts.
6. In the Conditions fields, select Bank text. Then select Contains, Doesn't contain, or Is exactly to decide how QuickBooks applies the rules.
7. Select the settings for the rule. Select the Transaction type, Category, Tags, and the Payee to apply.
8. Select Save. 

Furthermore, if you would like to turn off the bank rules feature, we can do so by following these steps. 

1. Go to Transactions and select Rules.
2. Click on the dropdown arrow of the bank rule and select Disable. 

Please note that once we disable the bank rules, we'll have to categorise the transactions manually in the For review tab. 

For your reference, you may check this article: Set up bank rules to categorise online banking transactions in QuickBooks Online. 
 

If you have any product feedback or enhancement request, you may submit your valuable feedback by going to the Gear icon and select Feedback. This will be reviewed by our Product developers for consideration. 

Feel free to post again if you have any other questions. We're here to help you. 

Hi RH,

Thanks for posting in the Community!

Let's do some troubleshooting to get your bank transactions downloaded to QuickBooks Online. The first thing to do is to do a manual refresh. Here's how:

1. Go to the Transactions tab and select Bank transactions.
2. Select Refresh.

If you recently updated your bank information, we can edit your sign-in info in QuickBooks Online to restore the bank feed connection. Here's how:

1. Go to the Transactions tab and select Bank transactions.
2. Select the tile for the bank account. Then select the Edit ✎ icon.
3. Select Edit sign-in info.
4. Update your info as needed.

Furthermore, we can also manually import the missing bank transactions via CSV file. 

For your reference, you can also check this article: Troubleshoot unknown bank and transaction errors. 

Feel free to post again if you have any other questions, we're here to help you. 

We're delighted you've joined us in the Community forum, Pat113. The card/access refers to the credentials or the information you provide to establish a bank feed connection in QuickBooks Online (QBO). I've got more details about this.

Specifically, it's the debit or credit card number associated with your online banking credentials, including username, password, and any additional security information your bank requires. The program requests this information to securely access your online banking system and retrieve transaction data directly from your bank.

If you're experiencing difficulties connecting your bank or see error codes while updating transactions in QBO, please check out these resources for detailed guidance:

• Troubleshoot unknown bank errors in QBO.
• Fix specific bank errors in QBO.

After connecting your bank and downloading transactions in QBO, you need to categorise them to the correct accounts. You can also use bank rules to speed up this review process.

Real-time access to bank transactions helps improve cash flow management, Pat113. Your proactive approach to monitoring these details is commendable. If there are questions or clarifications you'd like to add, feel free to click on the Reply button. Have a great day ahead.

Hi KB125,

Thanks for joining the thread!

There are two ways to connect your bank in QuickBooks Online either via standard feed or direct feed. If we connect the bank via a standard feed, we can connect them to multiple QuickBooks Online accounts. However, if we connect the bank via a direct feed, we can only connect your bank to one QuickBooks Online account. Not all bank accounts are supported for standard and direct feed connections.

Here's how to connect your bank account:

1. Go to the Transactions tab and select Bank transactions.
2. Select Link account or Connect account.
3. Enter and search your bank's name.
4. Follow the onscreen prompts to complete the account setup.

To view the list of banks you can connect to QuickBooks Online via standard and direct feed, you may check this article: Connect and manage your bank account in QuickBooks Online.

Feel free to drop a comment below if you need any help with connecting your bank. We're here to help you. 

It's great having you here in the Community, Exceptional. I'd be glad to help you update your bank information in QuickBooks Online (QBO).

When you recently changed your online banking credentials, you must also update the bank information in QuickBooks. Here’s how:

1. Go to Bank transactions 
2. Choose the tile for the bank account and hit the Edit ✎ icon.
3. Select Edit sign-in info.
4. Update your info as needed.
   
   
   

Moreover, you can visit this article for detailed information about updating bank information and common bank errors: Troubleshoot unknown bank and transaction errors.

You can also set up bank rules to automatically categorize transactions after you download them from your bank.

Keep us posted if you have other concerns or additional questions about bank connection in QuickBooks Online. The Community is always here to help.