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carol-pirie-sky-
Level 1

How do I connect my bank account to our quickbook account? Its not been connected since August, this has happened before, how do I reconnect as I've tried with no luck?

 
1 REPLY 1
JoesemM
Moderator

How do I connect my bank account to our quickbook account? Its not been connected since August, this has happened before, how do I reconnect as I've tried with no luck?

Hello, @Carol. I completely understand the significance of connecting your bank to QuickBooks to accurately categorize your transactions. I would be happy to provide you with some troubleshooting steps that can assist you in connecting your bank successfully.

 

Before we start, may I ask about the name of your financial institution and whether you have encountered any error messages while attempting to connect it to QuickBooks? This information would be a great assistance in conducting a thorough investigation and delivering an accurate resolution to your concern.

 

At times, certain issues may arise in QuickBooks due to unexpected crashes related to the browser. To resolve this issue, you can try logging in to your account using an incognito window. This will help isolate the problem and prevent unexpected issues from interfering with your work. 

 

Here is a list of keyboard shortcuts to open one:

 

  • For Google Chrome: Ctrl Shift N
  • For Mozilla Firefox: Ctrl Shift P
  • For Microsoft Edge: Ctrl Shift P
  • For Safari: Shift N

 

If you’re able to connect your bank, you can return to your regular browser and clear your browser's cache. We can also switch to a different supported browser like Google Chrome, Mozilla Firefox, Safari, or Microsoft Edge as an alternative.

 

I've added some articles that will help you connect your bank and fix common bank errors in QuickBooks:

 

 

In addition, I would like to provide you with some valuable resources that can assist you in the automatic categorization of your bank transactions:

 

 

If you have more concerns about connecting accounts and handling transactions, please know that we're here to help you. Take care and stay safe.

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