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Everything you need to know about connecting your bank and credit cards in QuickBooks Online
accounting701
Level 1

Hi There,Has anyone been locked out of their bank feed for 3 weeks or more? Nothing is working for us and the help desk hasn't been able to find a fix in over 2 weeks.

 
1 Comment 1
KayePe
QuickBooks Team

Hi There,Has anyone been locked out of their bank feed for 3 weeks or more? Nothing is working for us and the help desk hasn't been able to find a fix in over 2 weeks.

Hello @accounting701. Let me ask a few clarifying questions and review possible reasons behind the lockout. Together, we’ll explore solutions to help resolve your concern and get things back on track.


First, let's clarify a few details so I can find the best solution for you. Which financial institution are you using? Is this affecting a single account or multiple accounts from the same bank? What specific error code or message do you see when trying to connect or update? Also, can you log into your bank's website directly using the same credentials used in QuickBooks? Finally, have you tried reconnecting in an incognito window with all extensions disabled?

 

For now, please try a manual update to refresh the connection. This will help identify if there is a deeper issue, as it should trigger a specific error code if further investigation is needed. If you find that the root cause is actually related to your login credentials, update it first from our bank's website. Then, you can update your sign-in information in QuickBooks. Here's how: 

 

  1. Open All apps, then go to Accounting and select Bank transactions.
  2. Find your bank account and click its account card. If you don’t see the card, click the dropdown next to your bank account and choose Show account cards.
  3. Click Edit, then select Edit sign-in info.
  4. Update your bank details.
  5. Click Save and connect.

 

If we end up needing more time to troubleshoot, you can always manually upload your bank transactions to keep things moving.

 

If you have additional concerns, please let us know. We're here to help.

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