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pt1propertymaintenance
Level 1

First time user and It won't connect to my bank

 
1 Comment 1
Aldren18
QuickBooks Team

First time user and It won't connect to my bank

Let's ensure your bank connection works smoothly and efficiently, Pt1.

 

Before proceeding, please let us know if you encounter any specific error messages when connecting your bank to help us provide the most accurate solution. Also, kindly share the name of your financial institution to check if others are experiencing similar issues and guide you accordingly.

 

In the meantime, you may check your financial institution's website for any notifications or alerts regarding ongoing maintenance preventing you from linking your bank.

 

If you have verified everything on your bank's end and the issue persists, I suggest accessing your QuickBooks Online (QBO) account through an incognito window to eliminate potential webpage problems. Here are the shortcut keys for opening an incognito window in various supported browsers:

 

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

 

After starting a new private browsing session, please log into your QBO account and check if this resolves the problem. If it does, clearing your browser's cache will help the program run smoothly and eliminate technical issues. You can also try using other devices and supported browsers as alternatives.

 

To further support your bank feeds experience in QBO, I’ve compiled these guides and tips that will help you navigate various features to ensure your financial records remain accurate and up to date:

 

 

The QuickBooks Community team is still here if you have any other questions or need further assistance connecting your bank to the software.