Thank you for reaching out, chynna. I've put together a few troubleshooting steps to help resolve the bank connection issues you've been experiencing in QuickBooks Online (QBO).
First off, may I know what specific bank are you using? Also, did you encounter any errors or prompts? These details will help us provide you with precise information.
Additionally, I recommend contacting your bank to confirm if there are any ongoing maintenance activities or inquire about connecting with QuickBooks. If everything is in order, please use the correct bank name when linking your account.
Moreover, we can perform some browser troubleshooting steps to determine if the issue is related to the browser. Please sign in to your account and connect your bank in an incognito or private browser window. You can use the following shortcut keys to open a private window:
- Safari 11 or newer: ⌘+Shift+N
- Chrome: Ctrl+Shift+N
- Safari: Command+Shift+N
If you can connect your bank account using the private window, please clear your browser's cache to restore the program to its default settings. But if you get the same result, let's use other supported web browsers to connect your bank account in QuickBooks.
In the meantime, if the troubleshooting steps do not resolve the issue, you can manually import your bank transactions into QuickBooks.
After the transactions have been imported, it is important to match and categorize them to avoid duplicates of your transactions.
Let us know if you have other concerns about connecting your bank to QuickBooks Online. We're always here to help.
