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I can not re-connect my quickbooks with my online banking account. I have tried several times and all I get is that it didn't work. Frustrating! What can I do?

I am signed onto online banking system in another window so I know my credentials are correct.
4 Comments
QuickBooks Team

Re: I can not re-connect my quickbooks with my online banking account. I have tried several times...

Hi there, @brewmavennj.

 

It's my pleasure to help reconnect your bank account to QuickBooks Online (QBO).

 

For me to verify and check for any open investigation, may ask the name of your bank?

 

As of now, you need to try reconnecting your account using a private browser to help us determine if this is a browser related issue. To open access QuickBooks using a private browser, you may use either of these shortcut keys:

 

  • Google Chrome, press CTRL  Shift N
  • Mozilla Firefox: press CTRL  Shift P
  • Internet Explorer: press CTRL  Shift P
  • Safari: press Command Shift N

If you're able to connect your bank account using a private browser, you may need to clear the cache of the regular browser you're using.

 

If the issue persists, I suggest reaching out with our QuickBooks Online Support Team to check and investigate this further for you. 

 

You may also read these articles to learn more about online banking:

 

Stay in touch if you have any other banking concerns, I'll be happy to help you. Have a good one!

Not applicable

Re: I can not re-connect my quickbooks with my online banking account. I have tried several times...

My bank is Cornerstone Bank in New Jersey. 

I tried with both Firefox and Safari.  Our banking system only works on Safari so I signed in to the online banking system and then tried to reconnect again.  (I thought I was messing up the human test.)

I did not clear the cache though -- I'll give it another try. 

 

Thank you.

Not applicable

Re: I can not re-connect my quickbooks with my online banking account. I have tried several times...

Just tried again, after clearing my cache, no luck. 

 

I got the same error message.  When I used another online accounting system, it never worked either.  Ugh.  I had to download my transactions and upload them.  It was not as clean or convenient but it looks like that is what I am going to have to do again. 

 

I will ask at the bank to see if they have any suggestions too.

QuickBooks Team

Re: I can not re-connect my quickbooks with my online banking account. I have tried several times...

Hey there, @brewmavennj.

 

I'm grateful that you took the time to provide me with an update on the steps that you've tried. I'me here to provide additional insights to get this issue sorted out.

 

If you're unable to connect or download your bank transactions in QuickBooks Online, It'd be best to try updating your bank manually to refresh the connection between QuickBooks and your financial institution. 

 

Here's how:

  1. Go to the Banking tab.
  2. Select the blue tile at the top for the bank account you want to update.
  3. Select the Update button. If you see a message about additional authentication, follow the on-screen instructions. Not all banks require this, but some do for added peace of mind.

If you still can’t download new bank transactions, you can to sign in to your bank’s website from QuickBooks to check if the issue has something to do with your bank.

 

To do that:

  1. Go to the Banking tab.
  2. Select on Add Account.
  3. Search for your bank and select it.
  4. Select the URL listed in the window.
  5. Sign in using your bank website username and password. Some banks have multiple login URLs. Make sure you’re using the same one listed in QuickBooks.
  6. Check your account page for messages, notifications, or alerts. Any display or login issues on the bank’s end can block downloads.
  7. Also, check your bank’s website for any new security requirements. Even something as simple as updating your bank password can block QuickBooks.
  8. If everything looks good, go back to the Banking tab in QuickBo
  9. Select the blue tile for the bank account.
  10. Select Update.

Here's an informative article that you can check out about this process: What to do if bank transactions won’t download.

 

Also, if you encounter any online banking error, please refer to this article about fixing online banking issues in QuickBooks for more troubleshooting steps: How to manually update an account to fix banking errors.

 

If the issue persists, I'd suggest reaching out to your financial institution. This is because QuickBooks is dependent on the information that was transferred from your bank.  

 

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

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