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

Unable to reconnect my bank account

 
3 REPLIES 3
Angelyn_T
QuickBooks Team

Unable to reconnect my bank account

Hi, @dave_neale-hotma.

 

Thank you for raising your concern here with us on the Community page. I’m here to help reconnect your bank to QuickBooks.

 

Before performing any troubleshooting, could you tell me what is the name of your bank and if you encounter any errors? This way, I can gather enough details and find the cause and its solution easily. 

 

While waiting for the details, I can share with some information about why we can't connect a bank account to QuickBooks Online. First, your bank could have multiple names on our list. We need to make sure to select the correct one. Next, the bank might not connect to all types of accounts (for example, personal accounts vs. business accounts). 

 

Lastly, the bank may not be a participating financial institution. To fix the issue, let’s try other versions of your financial institution. 

 

From there, select to release one website for connection to QBO. 

 

  1. Go to the Banking tab at the left panel, then choose Banking.
  2. On the Bank and Credit Cards page, click the Add account button.
  3. Type the financial institution’s name in the Enter your bank name or URL field box.
  4. From there, look for the bank and then select it from the list. If QuickBooks supports your bank or credit card it will appear on the list.
  5. Choose the link for the financial institution’s website. This will open the window for the bank's site.
  6. Then, make sure you can access the account via this site.
  7. If yes, log out of the financial institution's website and continue to add the account in QuickBooks Online.

If you're getting the same behaviour, you need to request a bank connection. Check out the steps below to enter the information.

  1. In the Let’s get a picture of your profits window, select Request support for your bank.
  2. Enter your bank's web address (URL) in the field provided, then select Request.

For an additional guide on how to look up your bank when you connect it to online banking, feel free to open this article.

 

For the time being, you may use the WebConnect feature to import transactions and then download them into your company file. This link will walk you through the step by step process.

 

Just in case you'll encounter some banking errors in the future, you can as well check out this article for your guide in fixing them.

 

I'm looking forward to hearing from you again. If you have any other QuickBooks questions, please feel free to add a comment below. Thanks for coming, wishing you and your business all the best.

waynefrost0711
Level 1

Unable to reconnect my bank account

Hello

I have followed the instructions to reconnect a bank account, including disconnecting then reconnecting, but when I get to the point of authorising my account with my bank all communications stop. This bank account has been connected previously and has not had the issue. Any advice please?

GeorgiaC
QuickBooks Team

Unable to reconnect my bank account

Hi waynefrost0711, thanks for joining this thread - which bank provider are you with, and is the experience the same when re-connecting on a different web browser or private browsing window? 👩‍💻

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