- No: You must be connected to the Internet to download online banking transactions.
- Yes: Verify your Firewall and anti-virus settings then Continue.
With Bank Feeds in QuickBooks for Mac, you can import bank and credit card transactions from your Financial Institution's (FI) website and then add or match the imported transactions in your QuickBooks bank or credit card account register. Here are the most common issues that you may encounter when you access Online Banking in QuickBooks for Mac and how to resolve them.
Note: Before you troubleshoot, make sure to back up the QuickBooks company file. Also, make sure you meet the following requisites for Online Banking (OLB) setup and download.
Are you currently connected to the internet?
Are you on the latest release for your QuickBooks application?
Have you ever performed a successful download of transactions from your bank to this QuickBooks comp...
Are you able to log in to your account outside of QuickBooks through the website?
Intuit recommends 4 possible solutions to resolve Online Banking issues. The first solution may solve your problem or you may need to try all four. For best results, perform the solutions in the order shown.
The following steps help determine if the issue originates with your bank or your bank's servers.
If you receive the same error message: This typically indicates that there is a problem at your bank. Please contact your bank to verify your account information, check for server outages and report the problem. If the bank is unable to identify any server, account, or connection issues, proceed to Solution 4 to collect the log files for review. Intuit will report problems directly to your financial institution for resolution.
If you don't receive an error message: This indicates that the problem is not with your bank. Please continue to Solution 2.
In some cases, there can be a problem with the account you are setting up or downloading transactions to. Merging accounts help determine if the issue originates with the account.
Important: Before you perform the following steps, you must clear any pending transactions and match any previously downloaded transactions that have not been matched. You will also need to deactivate online banking from the original account.
If you receive the same error message: This indicates that the problem did not originate with this account. If you have more than one account set up for online banking, continue to Solution 3.
If you don't receive an error message: This indicates that you have fixed the issue with the account. Your transactions have downloaded and you can stop the troubleshooting process.
Note: If you can't edit or merge an account, it may indicate damage in your data file. Contact QuickBooks Technical Support for further assistance. Some fees may apply.
In some cases, if you have even just one account with an issue connecting to the bank, all of your online accounts may not work. If you have multiple accounts set up for online banking services, the following steps help determine if the issue originates with one of the other accounts in your company file.
Note that this process can take some time if you have several accounts set up for online banking.
If the troubleshooting steps above did not resolve the issue, proceed to Solution 4.
Make sure your QuickBooks is closed while performing steps 1-3.
FIDR # 1
FIDR # 2
Since QuickBooks' role in Online Banking is that of an access point, the majority of online banking issues and errors will need to be resolved at the bank.
Identity Confirmation Request
This may be required after installing a new version of QuickBooks or an update to your current version.
Most banks require identity confirmation prior to accessing data from PFM (Personal Financial Management) software. To satisfy the bank security requirement, log in to your account outside of QuickBooks and check your Message Center or Notifications inbox for details. If needed, contact your bank directly for instructions.
If you encounter specific problems or error messages, refer to the following articles for further help.