Thanks for visiting the Community, @email5. I understand the need to connect your First Direct bank account with QuickBooks. That's right, the error you've got means your bank's website is experiencing technical difficulties, undergoing maintenance, or there is a server issue with the data transfer between QuickBooks and the bank's website.
Also, this error can occur if your account at the bank or card is new. Some new accounts may not sync with QuickBooks right away. In this case, you'll need to contact the bank to verify.
If this isn't the case, I'd recommend following some of the suggested steps to resolve the issue:
- If you don't have any sign of a problem or maintenance on your bank or card's website, manually update your account in QuickBooks. You can select Refresh All at the top of the bank list.
- Check to see if you can sign in to your bank's site successfully. If you do, verify if you have a message, notification, or alert from your bank indicating that something isn't working as it should be. Also, confirm that you can see your account summary, account history, and account transactions without any problems.
- If you can sign in at your bank and see an error, wait at least a day before trying again. This will allow the bank time to fix any issues with their servers and data transfers.
Once connected, you can now match and categorise the transactions so it will be added to your books.
Let me know if you have any follow-ups or other questions. I'm always here to help. Be safe.