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Jhenry1948
September 25, 2023
Question

Connection

  • September 25, 2023
  • 1 reply
  • 0 views

I can connect to my bank account using my browser and using my username and password. However, when I go through the steps from within QB, my username and password are accepted. I am then asked for a verification code, and the code is sent to my phone, which is then entered into the QB prompt, and it goes through the process of connecting. On the screen, the account name appears along with a checkmark to the right, and to complete the connection, I should have an illuminated CONNECT button, but it is greyed out. The only option is to click on “Ship for now.” Then, the process starts all over again.

1 reply

G
GebelAlainaM
September 25, 2023

Welcome to our Community website, Jhenry. Thank you for the detailed information about your concern about connecting your bank account to QuickBooks Online (QBO). We're here to help you and ensure you can connect your bank account. 

 

We understand the convenience and importance of connecting your bank to our program. Beforehand, may we know the name of your Financial Institution? This way, we can check if there's an ongoing investigation of your bank which causes the problem.

 

In the meantime, you can log in to your account and connect your bank in an incognito or private browser. You can use these keyboard shortcuts to launch a new private window:

 

Google Chrome: press Ctrl + Shift + N

Mozilla Firefox: press Ctrl + Shift + P

Safari: press Command + Shift + N

 

Otherwise, you can use another supported browser. See this link for reference: Supported web browsers in QuickBooks.

 

We'll also include this article if you want to enter the transactions manually in the program: Manually add transactions to accounts in QuickBooks Online.

 

Additionally, you may visit these helpful guides for categorizing and reconciling accounts in QuickBooks:

 

 

Please keep us posted in this thread if you have other queries or additional information about your concern. We'll always be here for you. Have a good one, Jhenry! 

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