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outwestdetailing1
Level 1

Why can’t I link my bank account

Constantly getting a message that it’s having trouble connecting my bank account and to try again later. Any ideas on why?

1 Comment 1
JaneDave_I
QuickBooks Team

Why can’t I link my bank account

Several factors cause your bank's ability to establish a smooth connection with QuickBooks Online (QBO), Outwest.

 

Here are the following scenarios why you're unable to connect your bank account:

 

  • The bank may not be a participating bank.
  • Your bank might not connect to all types of accounts (for example, personal accounts vs. business accounts).
  • The bank is having a system maintenance.
  • Some banks have multiple names on our lists. You'll want to check and select the correct one, or try all the possible bank URLs.

 

To resolve this issue, you'll have to ensure that you select the correct bank name when connecting. If needed, please check for alternate names or URLs for your bank in QBO.

 

You may also want to contact your bank to check id there's an ongoing maintenance and ask about the specific requirements for connecting to QBO.

 

Alternatively, you can manually upload your bank transactions to QBO via a CSV file. Keep in mind that you'll have to either match, categorise or exclude transactions afterwards to prevent possible duplicate entries once you reconcile your account.

 

Feel free to reply to this post if you need further assistance.