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Hi there, sadiejm01. I’m here to help make sure this banking issue gets resolved quickly and smoothly.
To start, could you tell me which banking institution is linked to your QuickBooks Online account? Any details you can provide will help us check for similar cases in QuickBooks.
Also, I recommend signing into your bank's website as the first troubleshooting step. Sometimes, service interruptions or additional verification requirements at the bank level can disrupt the connection with QuickBooks. Here's how to do this:
In the meantime, to keep your books up to date, you can manually upload your bank transactions as a CSV file into QuickBooks. Once uploaded, you can match and categorise them to ensure all transactions are allocated properly.
Feel free to leave a comment below if you need further assistance or have other questions about banking in QuickBooks. I’ll be happy to help you out.
I use Monzo business account
Thank you for getting back to us with the needed information, Sadie.
If you've already performed the troubleshooting steps above and the issue persists, refresh your connection to help resolve this concern. Here’s how:
If the issue persists, I recommend contacting our Live Support team. They have the tools to securely check your account and help you sync your transactions smoothly.
If you need more help with your QuickBooks task, click the Reply button. We’re here to help.
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