Hello there, Liam.
Let's go through some troubleshooting steps to reconnect your bank in QuickBooks Online (QBO).
To assist you better, could you please provide the name of your bank and any specific error messages you've encountered? This information will help us check for any relevant issues related to your bank connection.
There are various reasons why the connection between your bank and QBO might be unstable, such as:
- Expired secure connection to your account
- Updates rolled out by your financial institution
To resolve the issue, you can manually update your transactions to ensure you have the latest ones. Here’s how to do that:
1. Go to All apps, then select Accounting, and click on Bank transactions.
2. Click on Update.
If prompted for verification, follow the on-screen steps to complete the update. Please keep in mind that transactions older than 90 days cannot be downloaded automatically, so you'll need to enter those manually in QBO.
If the issue persists, the problem might be with your bank. Here’s what you can do:
1. Visit your bank or credit card website.
2. In QBO, navigate to All apps and select Accounting.
3. Go to Bank transactions and click on Link account to find your bank and copy the listed URL.
4. Log in to your bank’s website.
If you can log in successfully, this indicates that there are no major issues on their end.
Next, check your account for any messages, alerts, display errors, or security updates that could prevent QuickBooks from downloading your transactions.
Once everything appears normal, return to QuickBooks:
1. Go to All apps and select Accounting.
2. Navigate to the Bank transactions page and click Update.
In the meantime, you can manually upload a CSV file of your transactions. Just remember to match or categorise them properly afterwards to avoid duplicate entries before reconciling.
Please feel free to reach out if you need further assistance.
