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Visit this post for a list of recent banking issues in QuickBooks Online.
grindsupplyco
Level 1

I can't reconnect my accounts?

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
Best answer November 16, 2020

Accepted Solutions
BettyJaneB
QuickBooks Team

I can't reconnect my accounts?

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:

  1. Go to the Banking menu.
  2. Select the Add account button.
  3. Past your bank's URL in the Connect an account search box (example: http://www.chase.com).
  4. Enter your User ID or Email and Password.
  5. Click Continue.
  6. Follow the steps to successfully connect your bank.

 

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!

View solution in original post

8 REPLIES 8
ReyJohn_D
Moderator

I can't reconnect my accounts?

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:

 

  • Ctrl+ Shift + N for Google Chrome A63.PNG.  
  • Ctrl + Shift + P for Mozilla Firefox A64.PNG and Microsoft Edge A65.PNG.
  • Command + Shift + N for Safari A66.PNG.

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.

grindsupplyco
Level 1

I can't reconnect my accounts?

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

 

 

BettyJaneB
QuickBooks Team

I can't reconnect my accounts?

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:

  1. Go to the Banking menu.
  2. Select the Add account button.
  3. Past your bank's URL in the Connect an account search box (example: http://www.chase.com).
  4. Enter your User ID or Email and Password.
  5. Click Continue.
  6. Follow the steps to successfully connect your bank.

 

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!

teddibear703
Level 1

I can't reconnect my accounts?

I'm having the same reconnection issues. How did you resolve this?

MJoy_D
Moderator

I can't reconnect my accounts?

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!

thecartoonman
Level 3

I can't reconnect my accounts?

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.

 

JamesAndrewM
QuickBooks Team

I can't reconnect my accounts?

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!

teddibear703
Level 1

I can't reconnect my accounts?

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. 

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