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jane.ponsonby
Level 1
posted
‎July 02, 2020 10:36 PM
last updated ‎July 02, 2020 5:36 AM

Why can't I log into my bank through quickbooks but I can direct through the bank website? Have you been hacked??

 
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1 Comment 1
Rose-A
Moderator
Moderator
‎July 03, 2020 12:08 AM

Why can't I log into my bank through quickbooks but I can direct through the bank website? Have you been hacked??

Hey there, jane.ponsonby.

 

Let's get over to your account and get you logged in. Which bank are you trying to login? Did you encounter any specific errors?

 

To isolate the issue, as an initial step, let's try to search the bank's URL and be sure to enter the correct log in. Here's how:

 

  1. Click Banking in the left panel.
  2. On the Banking page, select Add Account.
  3. In the Search field, enter the bank's URL (example: http://www.chase.com).
  4. Select your bank. If you see multiple options, you may have to repeat these steps to find the correct one.
  5. Enter your bank login on your bank's website, then select Continue.

The following write-ups are good references. It contains information on how you can connect your bank from the chart of accounts as well as things to remember when adding multiple accounts in QuickBooks Online. Also, this will provide you links on how to manage and categorise your transactions:

 

About bank or credit card subaccount setup

Connect bank and credit card accounts to QuickBooks Online

 

Let me know how the result of this troubleshooting in the comment below. I need to make sure this is resolved and you're back to running your normal business processing. Have a good one.

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