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Hello, matthew-ely13. I'd be happy to assist you in connecting your bank to the QuickBooks app.
Before we start, could you please provide me with the name of your bank? This will help me check any known issues or if we need to address any specific concerns related to your financial institution.
Here are the following scenarios of why you're unable to connect your bank account:
For now, contact your bank to verify if there are any maintenance updates or if you need to establish a connection with QuickBooks. After confirming that everything is in order from the bank's end, ensure that you select the correct bank name when connecting the account.
Here's how:
You can also open your account using a web browser and connect to your bank. I'm adding this article with a video tutorial: Connect your bank feed using Open Banking. If you can connect the account but can't update the transactions because of a bank error, read this article to see the solutions: What to do if you get a bank error or can't download transactions in QuickBooks Online.
For the time being, you have the option to upload your bank transactions manually. Here's an article for the instructions. Manually upload transactions into QuickBooks Online. Once uploaded, make sure to categorise and match your bank transactions.
If you need assistance with connecting banks or have any concerns about QuickBooks, please don't hesitate to leave a comment. I'm here to provide further assistance. Have a great day.
Hi. I’ve been using intuit for almost 2 years now with no problems. I had the message to reconfirm with my Starling business account which I’ve used before , but this time it won’t connect . I’ve been trying the last month but the date has expired and I’m no longer connected to my Starling business account . Please help
Thank you for reaching out and explaining the issue you're encountering with integrating your Starling bank account into QuickBooks Online (QBO), Viking1. We appreciate your patience as we work together to resolve this connectivity concern and get your account linked properly again. Let's explore some potential solutions to address this problem effectively.
To assist you better, could you provide details about any error messages you've encountered when trying to link your Starling bank account with QBO? This information will help us offer a more accurate solution tailored to your situation.
In the meantime, We recommend visiting your financial institution's official website to check for any maintenance or updates that may be occurring. Please make sure that the bank link you use when setting up your connection with QBO is correct, as this will help streamline the integration process.
If you don't notice any updates, we can perform some browser troubleshooting to eliminate common browser-related issues that may be causing unexpected errors or problems in QBO. Try accessing your account in an incognito window to rule out any browser complications. Here are the keyboard shortcuts for opening an incognito window:
If you're able to connect your bank successfully in an incognito window, We recommend clearing your browser's cache to refresh the system. Otherwise, you can use another supported browser.
However, if it still won't connect in the private window, consider manually uploading your bank transactions into the software using a CSV file format as a workaround.. Once the transactions download from your bank feeds, remember to exclude them to avoid duplicates to keep your records accurate.
Once, everything is good and you're able to connect your bank to QBO, you can check out the following articles that will be helpful moving forward:
We hope this information will assist you in successfully connecting your bank to QBO, Viking1. If you need further assistance or have more questions, please reply below. We're here to help ensure your experience is smooth.
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