Linking a Bank Account

LB-Creed · ‎April 10, 2022

Hi,

I have used QuickBooks for 5-years. My business closed down and now I am starting a new one.

I have a new QuickBooks account and have just received my new business banking details.

I just cannot link my bank to my account.

I have followed the guide but when I click on the Banking tab all I get is the whirling circle in the middle of my screen.

I logged out and closed my browser and then started everything again and logged in with the same result.

Please do not tell me to log in, go to the banking tab etc, because at this point it fails.

Hope you can help.

Rgds

Les

KlentB · ‎April 10, 2022

Thanks for reaching out to us, LB-Creed.

I've checked your posts and found out you've posted similar questions twice. The duplicate one was already answered by my colleague, JasroV.

You can view his answer through this link where he listed the different troubleshooting steps to ensure that you'll be able to connect your bank account: https://quickbooks.intuit.com/learn-support/en-uk/banking/re-i-am-still-unable-to-re-connect-my-bank...

I'm also adding this article to help review your online banking transactions in QuickBooks Online: Categorize and match online bank transactions.

Keep me posted if you have any other concerns or additional questions. Have a good one.

KlentB · ‎April 10, 2022

Thanks for reaching out to us, LB-Creed.

I've checked your posts and found out you've posted similar questions twice. The duplicate one was already answered by my colleague, JasroV.

You can view his answer through this link where he listed the different troubleshooting steps to ensure that you'll be able to connect your bank account: https://quickbooks.intuit.com/learn-support/en-uk/banking/re-i-am-still-unable-to-re-connect-my-bank...

I'm also adding this article to help review your online banking transactions in QuickBooks Online: Categorize and match online bank transactions.

Keep me posted if you have any other concerns or additional questions. Have a good one.

LB-Creed · ‎April 13, 2022

Many thanks for the replay I got they were very useful. In particular I found clearing my caches, cleared the issue.

However, why did it only affect the banking tab as all other tabs worked as expected.

Anyway, many thanks, I am all setup now.

Regards

Les

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