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Online Banking Setup Giving Connection Error (General Error)

Hi guys,

 

Was trying to add Bank of American online banking to Quickbooks Desktop for Mac 2016 and I am getting a "Connection Error". My account is setup for direct connect so I am confused on to why it is not working.

Best answer 01-14-2019 02:17 PM

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Established Community Backer **

Re: Online Banking Setup Giving Connection Error (General Error)

Bank of America requires you to do something on their web site I believe.  Go there in Safari, log in, and scan the messages to see what they recommend. 

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Established Community Backer **

Re: Online Banking Setup Giving Connection Error (General Error)

Bank of America requires you to do something on their web site I believe.  Go there in Safari, log in, and scan the messages to see what they recommend. 

Active Member

Re: Online Banking Setup Giving Connection Error (General Error)

Yes, once you have activated "Account Management" service with BOA, the next time you log in to online banking, it will prompt you to "accept" the linking with QuickBooks. Once you accept that,  you have 10 minutes to log into Quickbooks and perform the online banking setup again. you should not see that connection error after doing this. spent half the morning dealing with this and even the BOA support folks did not know about this last step. Thanks for the assist!!