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angiegarred
Level 1

Trying to connect a new ATB bank account or credit card is continually problematic. it will work sporadically. Any suggestions if it's a QBO issue or ATB issue?

 
1 Comment 1
MirriamM
Moderator

Trying to connect a new ATB bank account or credit card is continually problematic. it will work sporadically. Any suggestions if it's a QBO issue or ATB issue?

You can log into your ATB bank website to verify that your account information is accurate, Angie. After that, check the account transactions to confirm there are no notifications or prompts needing your attention.

 

Also, I'd like to verify if you've received any error messages. Doing this will bring us closer to a resolution.

 

In addition, you can clear your browser's cache not cookies. Since clearing cookies will remove your bank credentials and logs. Follow the steps outlined in the links below to proceed:

 

 

Once done, make sure to restart your browser. Then, check your bank connection. When everything is looking good, you can now start reviewing and categorizing your bank transactions to keep your books accurate.

 

We're just a message away whenever you need a hand.

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