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

being told to reconnect my bank account, but then get a message saying something unexpected happened.

support tell me to disconnect my bank then reconnect, but will I lose everything??

4 REPLIES 4
JoelES
QuickBooks Team

being told to reconnect my bank account, but then get a message saying something unexpected happened.

Hello, Dalcon. Could you please clarify which bank account you are having issues with? This will help us provide the right troubleshooting steps.

 

This error happens because of cache issues, where your browser is holding onto outdated or corrupted data, or there could be a temporary problem with the bank's API and QuickBooks.

 

Please note that disconnecting and reconnecting your bank account will not erase your data. It simply pauses the download of new transactions in QuickBooks. Your existing accounting data will remain unchanged, and you can reconnect at any time to resume downloading transactions.

 

Alternatively, I recommend uploading your transactions through a CSV file and importing them to QuickBooks to ensure you'll have a complete record of your data. Please refer to this article for more detailed steps: Manually upload transactions into QuickBooks Online.

 

Feel free to return to the Community if you have any further questions about QuickBooks.

Dalcon
Level 1

being told to reconnect my bank account, but then get a message saying something unexpected happened.


Hi JoelES,

Thanks for responding, it's TSB business bank I'm having the issue with 

 

Regards 

Dalcon


 

MichaelaS
QuickBooks Team

being told to reconnect my bank account, but then get a message saying something unexpected happened.

Hi, Dalcon. I understand you're being careful about your data . To make sure we provide the most accurate fix, could you let us know if you saw a specific error code or a more detailed message alongside 'something unexpected happened' when you tried to reconnect? This will help us pinpoint the issue and provide the right solution.
 

In the meantime, please check if you have already re-authorized your login, as banks require you to re-authenticate. Also, check your bank’s website to see if there are any maintenance advisories preventing the reconnection. If you did, let's troubleshoot by accessing your account using an Incognito or private window to see if this is a browser-related issue.

Disconnecting your bank won't delete any data you've already categorized or matched. Those records are securely stored in your books. The Disconnect and Reconnect method helps to reboot the connection between your bank and the software. Here is how to do it:
 

1. From the  All apps, select Accounting.
2. Choose Bank transactions.

3. Select Edit account info, choose Disconnect account, and then select Link account to start fresh.

Please don't hesitate to leave us a response if you have other questions or concerns.

Dalcon
Level 1

being told to reconnect my bank account, but then get a message saying something unexpected happened.

All sorted now, just needed to clear my cache the my browser.

It's a shame that the three people I spoke to at quickbooks couldn't tell me this.

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