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Why can’t I reconnect my bank account with QuickBooks after it expired ?

 
1 REPLY 1
QuickBooks Team

Why can’t I reconnect my bank account with QuickBooks after it expired ?

It's great to see you here, @jbbuilduk. I can share some steps to fix the issue when attempting to connect your bank with QuickBooks.

 

First, may I know the specific bank you're having problems with? I'd appreciate it if you can provide info about this so I can find you a timely solution. Also, I suggest reaching out to your bank to check if they having any maintenance updates. 

 

Also, in Open banking, the connection will only last for 90 days. When that ends, you'll receive an invite to re-authorise the connection in QuickBooks. For more info, head to Open Banking FAQ at this link

 

In the meantime, let's connect your bank to QuickBooks Online (QBO) using a private browser. Private mode prevents storing cache and cookies that might cause problems when running websites.

 

Here are the shortcut keys you can use:

  • Google Chrome: press Ctrl + Shift + N 
  • Mozilla Firefox and Microsoft Edge: press Ctrl + Shift + P
  • Safari: press Command + Shift + N

 

Once signed in, reconnect your bank again. Here's how:

 

  1. Go to the Banking menu or Transactions menu.
  2. Select the Banking tab.
  3. Click Connect Account on the landing page if this is your first time connecting. Or select Add account or Link account if you've already created one. bank1.JPG
  4. Look for your bank. 
  5. Hit Continue. Enter the username and password you use for your bank's website in the window.
  6. Follow the onscreen steps to connect. Your bank may require additional security checks. It may take a few minutes to connect.

 

If this works, go back to your regular browser and clear the cache. This will remove the stored cache or cookies to refresh your browser. If the same thing happens, use another supported browser. It could be that the one you're currently using has a temporary issue with QuickBooks. 

 

You may also add transactions manually from a CSV file to QBO. To do so, please follow the steps in this article: Manually upload transactions into QuickBooks Online.

 

Then, to review each downloaded transactions, you have to categorise and match them into QuickBooks Online.

 

Keep in touch with me if you have further concerns about connecting your bank with QBO. I'll be around whenever you need further assistance. Take care always.