Hello there, @tara20.
I'm here to ensure you're able to connect to your bank account in QuickBooks Online (QBO). This way, you can monitor your transactions and keep your account updated.
Before we start, I'd appreciate if you'd share further details like the name of your financial institution and if you encountered error messages while connecting to your bank account. This way, I can provide the exact resolution about it.
Here are some of the possible reasons you're having trouble connecting your bank account to QBO:
To start, I'd first suggest logging into your bank's website to review if there are alerts that need your attention. Once signed in, perform the following steps:
Manually updating your account helps refresh the connection between your bank and QBO. Here's how:
On the other hand, if you make changes to your bank's website, you'll have to update your bank info in QBO as well to match their account details. Let me guide you how.
Once your transactions are successfully downloaded, you can now approve the way the program categorizes the transactions. Then, match them against the entries in the system. To learn more about this process, visit this article: Categorise and match online bank transactions in QuickBooks Online.
Please let me know if you have other concerns. I'm just around to help.
I'm joining this thread to share details about banking, tara20.
Based on your screenshot, you're using the QuickBooks Self-Employed mobile app. Please make sure that the app is updated.
Also, you'll want to consider uninstalling and reinstalling it. This helps fix any issue which can be the reason for that error you're experiencing. But before doing so, please make sure that there's no pending transaction or trips/mileage.
You can also login to your account using a browser. From there, you can update the connection between NatWest and QuickBooks Self-Employed. Simply go to the Gear icon, click Bank accounts, then select Refresh all.
Here's an article for some of the Open Banking Connection Errors and how to fix them.
Keep on posting if you need anything else. Wishing you all the best!
Hello again, @tara20.
I appreciate you performing the steps provided by my colleagues and sharing with us its result. Since you’re still unable to establish the connection to NatWest, we’ll have to thoroughly check where the issue is stemming from.
I’m unable to perform the steps without asking your personal data. The safety of your account always comes first, so I recommend contacting our QBSE Care Team.
One of our support specialists will check the configuration of the bank feeds in a secure space. Once the permanent solution is available, they will walk you through the steps to get the bank feeds feature working back to normal.
If you're using a mobile device, here's how to get the contact information.
On the web browser:
You can bookmark the following page for future reference. It contains a breakdown of articles on how Open Banking enhances the speed and security when using the bank feeds feature: What is Open Banking?
Keep me posted if you have any other concerns or questions. I’ll get back to answer them for you. Have a good one.
I'm having the same issue. This is frustrating. I signed up for Quickbooks because it looked like it could connect to the vast majority of my accounts. This isn't helpful at all.