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June 25, 2020
Question

Can u fix bank update

  • June 25, 2020
  • 1 reply
  • 0 views
No text available

1 reply

Level 8
June 25, 2020

Yes, I can help you fix it, @repair1.

 

Let’s update the sign-in credentials of your bank. It can help restore the connection.

 

Here’s how:

 

  1. Go to the Banking menu and then choose Banking.
  2. It will open the Bank and Credit Cards page.
  3. From there, select your bank and then hit the Pencil icon to display the Edit sign-in info menu.
  4. Then, click on it to open the Sign in to account window.
  5. Input the login details in the Banking Userid and Banking Password fields.
  6. Follow the on-screen instructions to complete the process.

 

Once done, connect your credit card again.

 

This way, you can get the update of the transactions under the For Review tab and able to match, add, and categorize them in QuickBooks Online.

 

Besides, I want to know the name of your financial institution or the error code, may I recognize them? It will help me discover if there’s an on-going issue and get a definite fix to it right away.

 

Feel free to place a comment if you have any other concerns. I’ll be around to help. Have a good one!