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karobertson-bake
Level 1

What can I do if my client's bank is connected to Quickbooks but I'm not getting any new bank statements?

The connection is good, re-established yesterday
2 Comments 2
Nick K
QuickBooks Team

What can I do if my client's bank is connected to Quickbooks but I'm not getting any new bank statements?

Hi karobertson-bake.

 

Connecting your bank to your QuickBooks Online account is a great way to ensure all your transactions are imported. I'd be happy to help you get your bank information imported into QuickBooks Online.

 

If the import feature isn't working as it was intended I recommend first clearing cache and cookies and trying to open QuickBooks in a private browser such as Google Chromes Incognito mode. Once that's done try removing the bank from your account completely by following these steps:

  1. Go to Banking on the left pane, then select Banking at the top.
  2. Choose the account you want to change, and then click Edit (pencil icon).
  3. Click Edit account info.
  4. In the Account window, check the box next to Disconnect this account on save.
  5. Hit Save and Close.

Once that's done try connecting it again by following the steps in this article. If this doesn't work I suggest contacting our support team by using one of the following methods:

 

Schedule a Callback or start a Chat: click (?)Help in the upper right in QuickBooks Online > type and enter "Contact support" into the QB Assistant > click Contact Us > explain your situation > click Let's Talk > choose Get a callback or Start a Chat.
Social Media: FacebookTwitter, and Instagram.
Support hours are from Monday to Friday between 9 a.m. and 8 p.m. ET.

 

Have a great day!

Fiat Lux - ASIA
Level 15

What can I do if my client's bank is connected to Quickbooks but I'm not getting any new bank statements?

@karobertson-bake 

Utilize the trial version of MT Online to isolate the issue. It is designed to import into any bank or credit card in QuickBooks Online, so there is no specific setting needed. If the same error persists, there is an ongoing problem at your bank or connection.

https://www.moneythumb.com/?ref=110

 

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