Hi there, @a1mmscreens.
I want to ensure you'll be able to connect your bank account to QuickBooks successfully.
If you're trying to link your bank through the mobile app and it's not working on your end, you can perform some basic troubleshooting steps to isolate the issue. First, clear your QuickBooks Online (QBO) mobile app data to start fresh and removed the cached data on your device.
For Android:
- Go to the More Options.
- Select Settings.
- Click Refresh Data.
- Then choose Yes.
For iOS:
- Go to the Menu ☰.
- Select Help & Feedback.
- Click Refresh Data.
- Then select Refresh.
After that, try connecting your bank again. If you're getting the same error, I recommend updating your phone's operating system, then uninstall and reinstall the QBO app.
Moreover, you can also sign in to QuickBooks using a browser. Then, connect the account from there. Here's how:
- Open your QBO account, then go to the Banking menu or Transactions menu.
- Select Connect Account on the landing page, or select Add account or Link account if you've already created an account.
- Search for your bank. You can connect with most banks, even small credit unions.
- Select Continue. Then enter the username and password you use for your bank's website in the pop-up window. It may take a few minutes to connect. You'll see onscreen instructions if your bank requires additional security steps.
- Then follow the onscreen instructions to continue the process.
You can also open this link to learn more about adding bank and credit card accounts.
In addition, you can skim through the topics from our help articles for more resources while working with QuickBooks in the future.
If you have any other questions about connecting an account to online banking, please let me know by adding a comment below. I'm always here to help. Have a good one!
