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August 25, 2022
Question

I have been trying to connect my PenFed Credit Union accounts back to my quickbooks. I've had them working fine for awhile but now they wont connect. All info is correct

  • August 25, 2022
  • 2 replies
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Original commenter did not share additional details

2 replies

Fiat Lux - ASIA
August 25, 2022

Try opening your QBO account on any private/incognito browser.

August 25, 2022

Hi there, chite20002987-li.

 

I'd be delighted to help you connect your PenFed Credit Union account in QuickBooks Online (QBO).

 

We can try performing some basic troubleshooting to check if this has something to do with the browser you're using. Oftentimes, the stored data of their regular browser becomes overwhelmed which potentially affects your browser's performance when connecting bank account in QBO. This mode doesn't use the existing cache data and helps us confirm browser-related issues.

 

Below are some keyboard shortcuts that you can refer:

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

From there you can try connecting your bank account again. Here's how:

 

  1. Select Banking from the left menu.
  2. Click Add Account.
  3. Search your bank or use the correct URL when you log in to your bank's website.
  4. Enter your bank's username and password.
  5. Select the type of account.
  6. Choose how far back you want to download bank transactions.
  7. Click Connect.

You can also read through this article for the detailed steps: Connect and add bank and credit card accounts to QuickBooks Online.

 

If it works, you'd want to clear the cache of your regular browser to delete those temporarily stored files and browsing history. Also, you can use other supported, up-to-date browsers to roll out the possibility of a browser-related issue.

 

You might find helpful when matching and managing your downloaded transactions: Categorize and match online bank transactions in QuickBooks Online.

 

For additional resources about managing your banking transactions, you can check out the topics from this link: Find help with bank feeds and reconciling accounts for QBO.

 

Please let me know how else I can help you with your connecting banks in QBO. I'll be around to assist. Have a good one!

October 23, 2022

None of the suggestions have helped. I have reached out to support on both sides and neither have had any help, it works on and off. It came back online in September, then back off again a couple weeks ago and hasn't been fixed since. I do not wish to delete the accounts, then have to go back and sort through over 2 years of data for payments, invoicing, etc. 

December 16, 2022

I just got off the phone with PenFed and they informed me that they are blocking QB and all other accounting software.