Hi there, treasurer50.
Can you tell us if you're getting an error when adding a bank account? You can open your Chart of Accounts and the account from there. Here's how:
If you're trying to connect the bank to Online Banking, follow the steps in this article on how to to that: Add And Connect To A Bank Or Credit Card Account.
Just in case you don't see any of these options, use a different browser and log back in to your account. Compatible browsers include Google Chrome, Mozilla Firefox, Microsoft Edge, and Safari. A browser issue might be preventing you from adding an account.
Let me know if you require more assistance. I'll be around to offer more help.
I am trying to add a new bank account via the add function.
I keep getting a 103 error no matter what I do
Someone from intuit logged in and tried to help me. they couldn't,
they were going to escalate the call and get back to me, but of course they haven't.
Don't understand how I can not connect to my bank to add an new account, when Intuit seems to be able to talk to my bank to update the bank accounts I already have.
Thanks for the additional details, treasurer50.
This error will show if the bank credentials were entered incorrectly. I'll guide you through the steps to fix it.
If you recently changed your bank login information, please follow these steps:
On the other hand, if you're connecting for the first time, here's how:
Also, I would like to ask for the name of your bank. That way, I could check on my end if we have an ongoing investigation about this one.
Once everything's working, you can check this article on how to import your bank transactions: Import bank transactions using Excel CSV files.
I'm just around the corner if you have other concerns.
Previously i have spent over an hour on live chat to a live chat rep last week
they remoted in and watched me try all of the above suggestions, including 2 different browsers and using incognito mode.
i am able to login to my banking in the Bendigo bank portal so i know my credentials are correct
The live chat rep said he would raise it with the banking team but i have not heard back..
all existing account are syncing transaction with no issues either
My live chat session with the rep was on either the 7th or the 8th and i have heard nothing back since.