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Open Banking connection errors

Open Banking in QuickBooks Online saves you from tracking your bank transactions manually. However, you may occasionally encounter an error that will prevent you from downloading your transactions.

Here's how you can fix Open Banking errors in QuickBooks.

If your bank connection has expired and you are unable to re-authorise the connection, all you need to do is reconnect the account to online banking by following these three simple steps for another 90 days permission.

Step 1: Review your bank transactions

Before you disconnect your account, review the transactions QuickBooks already downloaded from your bank. This prevents it from downloading duplicates when you reconnect.

  1. Go to the Banking menu or Transactions menu.
  2. Select the blue bank square for the bank account you need to disconnect.
  3. Select the For Review tab.
  4. Follow the steps to add, review, or match the transactions on the list.

Step 2: Disconnect the bank account

  1. Go to the Banking menu or Transactions menu.
  2. Select the blue bank square for the bank account you need to disconnect.
  3. Select the Edit ✎ icon in the tile for the bank account you want to update, then select Edit account info.
  4. Select the Disconnect this account on save checkbox.
  5. Select Save and close.

Step 3: Reconnect the bank account

  1. Go to the Banking menu or Transactions menu.
  2. Select Add account or Link account.
  3. Follow the steps to connect the account to online banking again.

These are usually temporary errors that should self resolve within 48 hours. If the error persists, try following the three steps listed in the 'Bank account connection failed' section to reconnect your account.

If you see this error, it means that you have either closed the consent page while connecting to Open Banking in QuickBooks, or you may have pop-up blockers on your browser that are active. This prevents you from completing the setup and proceeding to the transaction page.

To resolve this issue, disable the pop-up blockers on your browser and try to connect again. Alternatively, refresh the page to allow for the consent page to fully load.

If your bank balance shows £0.00 after connecting to your bank account in QuickBooks, sign out and sign in again to QuickBooks. Then, you should see the correct bank balance. If not, select the Update button to try again.

You can either try to clear cache and cookies, or try logging into QuickBooks in an incognito (which is also known as private browsing) window.

A message that says “Sorry, you don't have any valid accounts” could impact Bankline accounts with RBS (Royal Bank of Scotland), NWB (NatWest) or Ulster Bank. This could be because you don’t have any accounts available on Open Banking or do not have the appropriate account privileges with your bank to share your information.

To resolve this issue, set up the appropriate Open Banking privileges on your bank account or contact the Bankline Service Desk on the freephone number found on the Bankline website for assistance.

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