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A stable connection between your bank and QuickBooks Online (QBO) is essential for maintaining up-to-date financial information, @dcelis, as this leads to informed business decisions. No worries, I'll share tips on how to fix frequent disconnections and help you get a clear picture of your current financial status.
Before anything else, did you encounter a specific bank connection error? Knowing this would help us identify the root cause of the problem and provide an appropriate solution.
If you haven't yet, I recommend contacting American Express (Amex) to check if there are any ongoing matters, such as system updates or policy changes, that might impact account connections with QuickBooks.
Next, if you've recently changed your bank's password or credentials on their website, you also need to update QuickBooks, as it could cause connection issues. You can follow the steps below to do so.
- In the QBO dashboard, select Accounting.
- Go to Bank transactions.
- Choose the bank account, then click the pencil icon.
- Pick Edit account sign in.
- Enter your sign-in information.
- Hit Save and connect.
If none of these troubleshooting steps apply, I suggest disconnecting and then reconnecting your bank account in QuickBooks. Before doing so, review and categorize any remaining transactions in the For Review tab to avoid duplicate transactions when you reconnect your account.
Addressing this hurdle is essential for maintaining the integrity of your financial records, @dcelis, and I want to ensure you get the help you need. If you require further assistance managing the banking feature in QBO, tap the Reply button below to leave a comment. Bye for now!
