Hi, @carlorriss3-goog.
I can help you with connecting your account to QuickBooks Online so you can keep track of your transactions and account.
To begin with, may I know the name of your bank account? This way, I can gather enough details and share with you the right amount of resolution.
On the other hand, most bank issues when connecting bank account to QuickBooks happens due to the following reasons:
- The bank is performing system maintenance.
- There are notifications from their website that need your attention.
To isolate the issue, I recommend logging in to your bank's website to review any alerts that need attention. Once signed in, perform these steps:
- Review your account page for messages, notifications, or alerts.
- Check your bank’s website for any announcements.
- Once done, go back to your QBO account to perform a manual update.
Second, update manually update your bank account to refresh the connection between your bank and QBO.
- Go to the Banking menu.
- Select Update.
- Enter your Multi-Factor Authentication (MFA) credentials.
- Click Continue update.
If you make changes to your bank's website, you have to update your bank information in QuickBooks to match the details. Here's how:
- Go to the Banking menu, then select the blue tile for your bank.
- Click the Edit (Pencil) icon.
- Choose Edit sign-in info.
- Update your details.
On the other hand, you can check out these resources which will guide you on how to fix bank errors and open banking:
Moreover, here's how you can categorise and match online banking transactions in QuickBooks Online.
If you have any other QuickBooks and banking questions, please let me know by adding a comment below. I'm always here to help. Have a good one!
