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OliveEagle
Level 1

Capital one not connecting via quickbooks but iam able to connect via browser

Looks like you’re locked out of the Capital One site.

Try signing in on your bank’s site to unlock your account. Then return here and try connecting again. (570)

2 Comments 2
Maybelle_S
QuickBooks Team

Capital one not connecting via quickbooks but iam able to connect via browser

I've checked our records and haven't seen any similar issues like yours, OliveEagle.

 

I want to make sure that this matter is addressed promptly. To begin, let's perform basic troubleshooting steps. You may have accumulated too much historical data. Whenever you visit a website, it saves some information from the web page in its cache. These files allow the websites you visit most often to load faster. Not to worry, clearing them will do the trick.

 

First, let's try accessing your account through an incognito window to rule out the possibility of a webpage issue. You can refer to these shortcut keys to open an incognito window in all supported browsers:

 

  • Chrome: Ctrl Shift N
  • Firefox: Ctrl Shift + P
  • Safari: Command Shift N

 

Once done, connect your bank again. If it works, switch back to your regular browser. Then, clear its cache. This way, you can access QuickBooks with a clean slate. You can also use a different supported one.

 

If the issue persists, I suggest contacting your bank to inquire about the possibility of connecting your account to QBO.

 

In the meantime, you may consider uploading your transaction manually in QuickBooks. Here's how:

 

  1. Sign in to your bank's website and export your bank transactions.
  2. In your QBO account, go to the Banking menu.
  3. From the Update drop-down, select File Upload.
  4. Click Browse and select the web-connect file from your bank.
  5. Follow the on-screen steps in mapping the data.

 

Check this guide for more details: Manually upload transactions.

 

You might find the following articles helpful about adding and matching transactions in QBO: 

 

 

Keep me posted if you have any other questions about connecting your bank to QuickBooks. I'll make sure to get back to you as soon as I can. Have a great day!

4Gal
Level 11

Capital one not connecting via quickbooks but iam able to connect via browser

@OliveEagle 

Try opening your QBO account on any private/incognito browser. If the same error persists, use MT Online or one of the converter tools with a one time license (e.g csv2qbo @ $60) for the time being.

https://www.moneythumb.com/?ref=110

 

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