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Everything you need to know about connecting your bank and credit cards in QuickBooks Online
nigelmiller
Level 1

I have been unable to connect to my WISE business account since the start of the month. has anyone else had the same issues, and what did you do to fix it?

 
3 REPLIES 3
RCV
QuickBooks Team
QuickBooks Team

I have been unable to connect to my WISE business account since the start of the month. has anyone else had the same issues, and what did you do to fix it?

We recognize the urgency of having your Wise bank account connected to your online banking. Let us help you rectify your banking connection and get transactions from them to your QuickBooks Self-Employed (QBSE), nigelmiller.

 

To better isolate this issue, we can sign in to your bank's website to check for issues with your financial institution. This helps us verify if there are notifications from their end that need attention causing the banking connection issues in the program. 

 

If you can sign in, it's a good signal that there isn't a major issue. Then, review the following details below to check any messages. Here's how: 

 

  1. Check your account for messages, notifications, or alerts.
  2. Look for any display issues as you navigate the website. These can block QuickBooks from connecting with your bank.
  3. Check your bank’s website for any announcements about new security requirements.

 

Once done, try connecting your bank account again. Here's how:

 

  1. Select the profile ⚙ icon and then select Bank accounts.
  2. In the search box, enter the name or URL of your bank. Then select Continue. If you've already connected an account before, select Connect another.
  3. Enter the sign-in info you use for your bank's website.
  4. When you’re ready, press Connect securely.

 

If you're unable to find your bank in the search results, this article will guide you through the troubleshooting steps: Find your bank or credit card account when you connect to online banking in QuickBooks Online.

 

If the issue persists, we can perform some troubleshooting steps to see if the issue is within your browser. We can open a private or incognito window in the browser to open QBO with a clean slate and load fresh data. Here's how:

 

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

 

If it works, go back to your regular browser and clear the cache to delete those temporarily stored files and browsing history. The collection of data over time can create corruption, however, removing this should fix the issue. Also, you can utilize another supported browser or device if this doesn't work. This happens when the current browser you're using has a temporary issue with the program. 

 

Moreover, you can refer to this article on how you can review your downloaded or imported data by matching or adding them to avoid duplicate onesCategorise online bank transactions in QuickBooks Online.

 

The QuickBooks Community team is committed to supporting your business success. If you have further questions about connecting your bank accounts or any QuickBooks-related concerns, please reply to this post. We're always here to assist you in achieving your financial goals, nigelmiller.

JillK24
Level 1

I have been unable to connect to my WISE business account since the start of the month. has anyone else had the same issues, and what did you do to fix it?

I have the same problem. Might have to withdraw consent and then reconnect although my experience of this in the past has lead to duplicated transactions.

Did you get it to work again?

JoelES
QuickBooks Team

I have been unable to connect to my WISE business account since the start of the month. has anyone else had the same issues, and what did you do to fix it?

Hello there, JillK24.

 

Thank you for sharing your experience. I understand the importance of accurately tracking your bank transactions in QuickBooks Online (QBO). Let’s work together to find a solution.

 

Connection issues with Wise business accounts will occur due to consent or integration glitches. To resolve this, you'll need to reconfirm your consent every 90 days, as this is a requirement of the Open Banking standard. You can also check out this article for the detailed steps to reconfirm your bank feed connection in QuickBooks.

 

If you receive duplicates after reconfirming your bank connection, I suggest excluding them manually to maintain an accurate record of your transactions. Here’s how to do that:

 

  1. Go to the Accounting tab.
  2. Select transactions.
  3. Click on Bank transactions.
  4. Select the Pending tab.
  5. Click the checkboxes next to the transactions you want to remove.
  6. Select Exclude.

 

For a more detailed guide on excluding a transaction, please refer to this article: Exclude a downloaded bank transaction in QuickBooks.

 

If you have any additional concerns, don’t hesitate to post in the Community again.

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