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December 17, 2023
Question

Is anyone getting repeat messages about a bank connection that fails but it is OK?

  • December 17, 2023
  • 1 reply
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Original commenter did not share additional details

1 reply

December 17, 2023

I appreciate you letting us know about your banking connectivity concern, mhockman9111. I understand the need to efficiently link online banking accounts in QuickBooks Online. Let me provide information to help you rule out error messages in your file

 

Beforehand, may I know what specific banking institution you want to integrate with QuickBooks? What error message you've received when connecting your bank? You can also share screenshots to help us identify further and have a visual reference on your concern. Any additional information would be much appreciated.

 

If QuickBooks isn't downloading the latest transactions from your bank, I recommend checking your bank's website if there is ongoing maintenance on their end and ensure everything is working fine.

 

If everything looks good, I suggest opening your QBO account in private a browser to rule out the possibility of a webpage issue. Sometimes stored cache files can cause interruptions while using our program. To do this, refer to these keyboard shortcuts to open one:

 

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

 

 You may also consider using other supported browsers to narrow down the issue.

 

In case you need additional reference, visit this guide to help you rectify errors when connecting banks: What to do if you get a bank error or can't download transactions in QuickBooks Online.

 

Once everything's looking good, you can start reviewing and categorizing them to track your account's balances. This ensures they always match your bank and credit card statements when reconciling.

 

I'm available anytime in this forum if there's anything else I can further assist you with. Just keep me posted in the comments below. I'm always ready, willing to back you up. Keep safe!

December 17, 2023

My connection is working.  The problem is that I get a daily email message from Intuit advising me that I have a problem.  Can you stop sending me these emails?  This is a bug in your system.  If you send me an email address, I will forward you all the messages I am getting.  

December 17, 2023

I'll provide details about the QuickBooks notifications you're receiving, mhockman9111. 

 

QuickBooks sends emails by default to provide reminders and updates about your account activities, and the option to stop this is unavailable.

 

Additionally, you may want to check out this article to guide you in recognizing official Intuit correspondence and websites to protect you against security risks: Identify suspicious activity, phishing scams, and potential fraud.

 

If you have any other bank connectivity concerns or issues regarding email notifications, please don't hesitate to enter a reply below. We're always ready to lend you a hand here in the Community.