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bdarbyson1
Level 1

Do attempts to connect QB to the bank often fail?

 
2 Comments 2
JamaicaA
QuickBooks Team

Do attempts to connect QB to the bank often fail?

No, you can link your bank account to QuickBooks seamlessly, bdarby. Let's sort this out to establish the connection successfully.

 

Before proceeding, can you share the name of the financial institution that you're trying to connect to QuickBooks? Did you encounter errors? Any additional details will help us resolve the failed association.

 

Additionally, these are the several reasons why your bank account won't link.

 

  • The bank is not supported.
  • Depending on the type of account (for instance, personal versus business), your bank may not connect.
  • Our list includes various names for certain banks. Ensure you choose the right one or try every potential bank URL.

 

You can also contact your financial institution to check any ongoing system updates or maintenance activities. If everything is good on their end and you have verified that QuickBooks supports your bank, we can access your QuickBooks account via incognito or private window and connect it from there. This mode doesn't retain cache, so we can verify if it is a webpage issue.

 

Here are the keyboard shortcuts you can use:

 

  • For Firefox, press Ctrl + Shift + P
  • For Chrome, press Ctrl + Shift + N
  • For Safari, hold down Command + Shift + N

 

If this works, go back to your regular browser and clear its cache. You can also use another supported browser as an alternative.

 

Moreover, if you recently changed your bank credentials, it's important to update them in QuickBooks too. For guidance on how to do this, refer to this article: How to connect bank accounts and manage imported transactions in QuickBooks Online?

 

Once fixed, you can start categorizing online bank transactions to place them in the correct accounts.

 

Furthermore, save this link to ensure everything is accurate and up-to-date: Reconcile an account in QuickBooks Online.

 

Do you need help with reconciling the entries? Add your follow-up concerns in the comment section below. We're always here to provide additional assistance.

Chrea
Level 8

Do attempts to connect QB to the bank often fail?

@bdarbyson1 

Try opening your QBO account on any private/incognito browser.

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