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February 16, 2022
Question

When trying to connect to my bank it tells me to select my account. It is already selected but connect button won't work. Anyone know the answer, it worked yesterday

  • February 16, 2022
  • 1 reply
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It shows me the connected account and balance but won't let me go further and show transactions to import

1 reply

February 16, 2022

We can work together and try these steps to connect your bank account to QuickBooks, sjinteriors@yaho.

 

First, may I asked for the name of the bank you're trying to connect ? Here are the following scenarios why you're unable connect your bank account:

  • The bank may not be a participating bank. 
  • Your bank might not connect to all types of accounts (for example, personal accounts vs. business accounts).
  • Bank is having a system maintenance.
  • Some banks have multiple names on our list. You might want to check and select the correct one, or try all possible bank URL.

What you can do is contact your bank to check if for any maintenance update or request to establish a connection with QuickBooks. 

 

If everything is good from your bank's side, you can follow these steps to search for the correct bank using the URL:

  1. Go to the Banking or Transactions on the left panel.
  2. Select Link account or Add accountNote: You won’t add an account, you just need the listed URL.
  3. In the Connect your bank or credit card to bring in your transactions field, enter the URL listed for your bank.
  4. Follow the on-screen instruction to connect your account.

I'm adding this article for reference: What to do if you get a bank error or can't download transactions in QuickBooks Online.

 

In the meantime, I'd suggest connecting your account using a private browser to help us determine if this is a browser-related issue. This might have been caused by too much data saved on your browser, the reason you're no longer connect to your account.

 

Use these keyboard shortcuts based on the browser you're using. 

  • For Firefox, press Ctrl + Shift + P.
  • For Chrome, press Ctrl + Shift + N.
  • For Safari, hold down Command + Shift + N.

If it works in incognito, I recommend clearing the cache of your regular browser. This removes the history or log of sites so you can start with a clean slate. If the steps above didn't work, use another supported browser as an alternative.

 

Also, here are the supported file that you can import:

  • Comma-Separated Values (CSV)
  • Quicken (QFX)
  • QuickBooks Online (QBO)
  • Microsoft Money (OFX) 

Make sure that the file size doesn't go beyond the maximum of 350 KB. You can check it by clicking the file and choosing Properties. You can refer to this article for the step-by-step instructions on how to import it: Manually upload transactions into QuickBooks Online.

 

Lastly, you can use these articles in managing your transactions:

Swing by here if you have other questions or concerns about using QuickBooks. I'm always here to lend a hand.