rcroteau1225
Level 1

Banking

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!!