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Everything you need to know about banking in QuickBooks Online - Discover more
phil356517
Level 1

Error when refreshing bank

 
3 REPLIES 3
jeanbiverly_
QuickBooks Team

Error when refreshing bank

Welcome to the Community, @phil356517!

 

Can you please let us know which bank you're using and the specific error you encountered after refreshing? This information will help us provide a more accurate solution.

 

We'll be waiting for your response.

phil356517
Level 1

Error when refreshing bank

No error code just saying something unexpected has happened. Had this since this morning 

JamesAndrewM
QuickBooks Team

Error when refreshing bank

Thanks for getting back to the thread, Phil. I also appreciate the additional details. I will share information and guidelines to help you get to business again. 

 

Before anything else, may I know the name of the bank institution you are using? Then, these are a few reasons you're having difficulties establishing a proper connection to your bank account:

 

  • It is possible that the bank is not a participating bank. 
  • Your bank may be unable to link to all sorts of accounts (for example, personal vs. business).
  • The bank is currently undergoing system maintenance.
  • Some banks appear on our list more than once. You may want to double-check and select the proper one, or you may want to try every potential bank URL.

 

You'll want to contact your bank and inquire about any maintenance updates or establish a connection with QuickBooks. Remember to use the correct bank name when connecting the account if everything is in order with your bank. I will show you how:

 

  1. Go to Banking or Transactions on the left panel.
  2. Click Link account or Add account
  3. In the Connect your bank or credit card to bring in your transactions field, enter the URL listed for your bank.
  4. Follow the on-screen instructions to connect your account.

 

I'm adding these articles you can use in the future:

 

 

If you have more QuickBooks-related concerns, post them here in the forum. We are available 24/7 to answer each of your queries at any time possible. Have a great day ahead!

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