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It's 2 hsbc accounts and my paypal
I've successfully reconnected both according to my bank and paypal, but not according to quickbooks!
which is a bit of a pain.
any help would be great
Rupes
Solved! Go to Solution.
I appreciate the steps that you've taken to get this bank connection issue sorted out, @grindsupplyco.
I'd love to get this hurdle working for you. However, I'd like to know if you received an error message while reconnecting your account. Any additional details are much appreciated.
On the other hand, we've updated our Online Banking platform to Open Banking. It means that bank data can only be downloaded into QuickBooks via Open Banking. PayPal and HSBC already support this functionality. That said, you can now connect your bank accounts.
Since this isn't your case, I recommend reconnecting your bank again by utilizing your bank's URL. This is to test if your bank has multiple names on our list, which is the reason you're unable to reconnect them.
To do that:
Once you're connected, QuickBooks will automatically download your most recent transactions. After that, I recommend editing, assigning, and categorising your transactions. Also, you can match them to the existing entries in the software. Just go to the For Review tab from the Banking menu. Doing so will help you ensure the accuracy of your financial records.
Let me know if there's anything else you need help with. I'm just a click away. Have a nice day!
I have a couple of fixes to get your HSBC and PayPal accounts back up and running again, @grindsupplyco.
First, please log out and then log back in to your QuickBooks Online (QBO) account to refresh the system.
If it won't work, I recommend accessing your account using a private window/incognito. This can help us determine if it's a browser-related issue due to stored cache. You can use the shortcut keys to access one:
Once done, reconnect or access the said accounts again. If it works this time, please clear your browser's cache to remove the piled up files that cause unusual QBO behaviour. Then, go back to your regular browser and perform the normal task again.
Another option is to use another supported browser. If the issue persists, you can disconnect and then reconnect them to refresh their connections. Before doing so, please review this article for more tips: Disconnect account in QBO.
After downloading your entries successfully, you can start categorising and matching them. When you're ready, you can do your regular bank reconciliation.
If you need further help with this, just feel free to comment back below. I'd be glad to share some solutions with you. Have a good one.
Thanks for your response.
Yeah I tried all the above, 3 different browers, cleared all caches etc etc.
still wont connect to my accounts.
any further help please
Cheers
Rupes
I appreciate the steps that you've taken to get this bank connection issue sorted out, @grindsupplyco.
I'd love to get this hurdle working for you. However, I'd like to know if you received an error message while reconnecting your account. Any additional details are much appreciated.
On the other hand, we've updated our Online Banking platform to Open Banking. It means that bank data can only be downloaded into QuickBooks via Open Banking. PayPal and HSBC already support this functionality. That said, you can now connect your bank accounts.
Since this isn't your case, I recommend reconnecting your bank again by utilizing your bank's URL. This is to test if your bank has multiple names on our list, which is the reason you're unable to reconnect them.
To do that:
Once you're connected, QuickBooks will automatically download your most recent transactions. After that, I recommend editing, assigning, and categorising your transactions. Also, you can match them to the existing entries in the software. Just go to the For Review tab from the Banking menu. Doing so will help you ensure the accuracy of your financial records.
Let me know if there's anything else you need help with. I'm just a click away. Have a nice day!
I'm having the same reconnection issues. How did you resolve this?
I can share some information that can help you with resolving your bank error, @teddibear703.
Can you tell me more about the bank that you're having trouble with? That will help me provide an accurate solution to the concern you're having.
You can check this article for detailed guidance on how to resolve errors you encounter based on the error message you've received: Open Banking connection errors in QuickBooks Online.
After pulling up new transactions you can now categorise and match online bank transactions in QuickBooks Online (QBO) account.
Let me know if there's anything else that I can help with resolving your bank error. I'm always here to assist. Take care and have a great rest of the day!
They are all over the place with this issue, waiting 8+ weeks now while they investigate and seek a soloution, it's a load of b------ks. How QB get away with this level of service is beyond me.
I appreciate you for joining in on this thread.
I wish you didn't have to go through all of this while using the service. This is not the kind of experience we want you to have. We'll pass along your experience to improve our support and product.
I recommend contacting QuickBooks Online Support to be added to the list of affected users. Please follow the steps provided to Contact Support:
1. Sign in to your QuickBooks Online company. Select Help (?).
2. Select either tab to get started: Assistant or Talk to a human.
3. Search or select Contact Us.
4. Start a chat with a support expert.
You can contact us from Mondays to Fridays, 6 AM to 6 PM PT, and Saturdays 6 AM to 3 PM PT.
Feel free to visit our QB Help page. You can then browse articles or get ideas from other QuickBooks users and experts.
We appreciate your patience regarding this matter. Feel free to post again here in the Community for further QuickBooks-related concernsStay safe!
We found a work around. So we use wells fargo. I went to link account, setup bank account, and when i type in bank, there is maybe 8 different wells fargo connections. This time, i chose a different one, and the account showed up. I'm not sure if that is an option with your bank.
I did try disconnecting the account from bank side, but that didnt work.
Any ways, hope you find a solution.
I have this issue too. I am trying to reconnect to my bank, then I can't sign in. I press the green 'sign in' button, but nothing happens. The last time QB said to add the accounts again and an almighty mess up happened with duplicate transactions.
I am on a MacBook.
Please help!
Thank you, @Sharonm5, for bringing this to our attention.
I'm here to help you reconnect your bank account in QuickBooks Online (QBO).
To begin with, may I ask what specific bank error you've encountered? This will help us determine appropriate solutions to your concern. If there's a specific or related issue with the bank errors, you can refer to this article to learn how to fix it: Fix bank errors
Furthermore, it's also possible that there's ongoing maintenance on your bank's end, which may be preventing you from reconnecting. To verify, I suggest logging in to your bank's website to check if there's any ongoing issue or notification that requires your attention.
However, if there's no issue, I recommend trying to sign in to QuickBooks using an incognito or private browser or trying other browser troubleshooting options before reconnecting.
Once you have your transactions successfully, you can begin categorizing and matching them. Then, when you're ready, you can perform your regular bank reconciliation.
Please don't hesitate to reach out to me if you need any additional assistance with reconnecting your bank account in QuickBooks. I'll be right here to provide the information that you need, @Sharonm5.
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