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Visit this post for a list of recent banking issues in QuickBooks Online.
JoesemM
Moderator

My bank account won’t connect?

Hello there, @DeForrest.

 

Have you tried following the troubleshooting steps shared by my colleague RCV? This will help you access the banking button and fix the bank connection between your bank and QuickBooks.

 

Before we start, may I know what financial institution are you using? I need this information to check with our engineers if there's any reported issues for your bank that is under investigation. 

 

To start, let's access your account using private browser. There are times when the browser is full of frequently accessed page resources which causes some errors or unusual behavior like can't access the banking button.

 

You can use either of the shortcut keys listed above. If it works successfully, you'd want to clear your regular browser's cache or use other compatible browsers in QBSE. 

 

Then, clicking the Refresh all button bypasses the usual system process and downloads again the historical banking transactions.

 

Though you can refresh the list manually, the downloaded banking transactions still depends on what your bank shares with us. For now, you can manually import your bank transactions using CSV file. Just follow the steps shared above on how to import. 

 

Here are some articles that you can use for reference when dealing with downloaded banking transactions:

 

 

Also, I'd recommend contacting our QuickBooks Support team. This way, they can further check on this matter and provide some troubleshooting steps. Refer to this article on how to reach them: QBSE Customer Support Team.

 

Once your bank account is updated, you can categorise the transactions to ensure your financial records are correct. For more guidance, feel free to check out this article: Categorise and match online bank transactions in QuickBooks Self-Employed.

 

Leave a reply below if you have other concerns with your banking feeds or any questions with QuickBooks. I’m more than happy to help you. Keep safe always.

trey7700
Level 1

My bank account won’t connect?

First Federal Community Bank Paris, TX it works with all of my personal accounts but not my business account. 

JamaicaA
QuickBooks Team

My bank account won’t connect?

Hi trey,

 

I recognise the importance and urgency of getting this bank connectivity issue resolved. I also understand the convenience of associating your bank account with QBO to ensure your transactions are imported on time.

 

Upon checking here, I'd like to verify if you're from the US. Are you also receiving any errors when connecting the bank feed for First Federal Community Bank (Paris, TX)?

 

As much as I’d like to assist you further, I can’t do so because the Community is a public forum. With this, I recommend contacting our Support Team. They can investigate this issue further to find out the root cause of the issue.

 

Here’s how:

 

  1. Go to the Help icon and select Search.
  2. Click the Contact Us button.
  3. Enter your concern, then press Continue.

 

In the meantime, you’ll want to consider manually uploading your transactions into QuickBooks Online. Please take note that you have to use the CSV file format to get them into the program.

 

After that, you'll need to match your downloaded transactions. For the complete process, check out this article: Categorise and match online bank transactions in QuickBooks Online.

 

Once done, you can refer to this guide to reconcile your accounts: Reconcile an account in QuickBooks Online.

 

You can count on me if you have more questions about banking connectivity or any other banking concerns. Just add a reply in the comment section so I can assist you right away.

ctuckeranderson-
Level 1

My bank account won’t connect?

Huntington Business Checking can't connect to quickbooks. Help. Ive dealt with tech support but they can't help.

LeizylM
QuickBooks Team

My bank account won’t connect?

Allow me to help and share some information to get past the bank connection issue that you're experiencing, ctuckeranderson-. 

 

First off, I'd like to make sure that we are on the same page so I can help you out with your concern. I'll need additional information about the error message you received when you tried to connect to Huntington Business Checking your QuickBooks Self-Employed (QBSE) account. This way, I'll be able to provide an accurate solution to your concern.

 

In the meantime, we can perform a couple of troubleshooting steps to check if a browser issue is preventing you from connecting your bank account to QuickBooks Self-employed (QBSE).

 

Let's start by using or switching to an incognito or private browsing session. Use these keyboard shortcuts to open one depending on the browser that you're using:

 

  • Ctrl Shift for Google Chrome
  • Ctrl Shift P  for Firefox
  • Control Option +if you're using Safari

 

Once logged in, try to connect to your bank again. If it works, I recommend clearing your browser's cache. Doing so will remove the historical data and access QuickBooks with a clean slate. You can also switch to a different supported browser.

 

Then, we can click on Refresh All multiple times on your Banking page. This way, your bank refreshes the connection between your financial institution and the QBSE.  

 

Please see this sample screenshot below for reference:

 

Also, you can manually import your bank transactions into QBSE using the CSV file. For the detailed steps, please visit this link: Manually import transactions

 

Once your bank account is connected, you can categorize the transactions to ensure your financial records are correct. For more guidance, feel free to check out this article for future reference: Categorize transactions in QuickBooks Self-Employed.

 

Don't hesitate to get back to me if you need further assistance with connecting your bank to QBSE. I'm always here to help. Take care and have a great day! 

Purdy83
Level 1

My bank account won’t connect?

I'm with santander and it won't connect 

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MirriamM
Moderator

My bank account won’t connect?

Hi there, Purdy83.

 

I want to make sure the connection issue with your bank account gets fixed.

 

There are reasons why you're getting banking errors in your account. And these are due to the following:

 

  • The bank recently made some changes with their security feature or connection.
  • Log-in credentials set up in QBSE don't match with the online banking login.
  • QBSE is unable to connect to your bank's website.

 

To get this fix, let's do a manual refresh of the connection in QuickBooks Self-Employed (QBSE) to fetch cleared transactions from your bank. Doing this would trigger the bank to bridge connections with the system. 

 

Here's how:

 

  1. Click on the Gear icon.
  2. Choose Bank accounts under Transactions.
  3. Click on the Refresh all button three times.

 

Once everything is back to normal, you might want to learn more about categorising bank transactions. This helps you put transactions to the correct accounts.

 

Let me know if you have any other banking questions. I'll be right here to provide additional assistance. Wishing you a good one!

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