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:
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!
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.
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.
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.
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:
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.
I've tried using private browsers and worked twice for several hours with customer service, but still cannot connect to Wells Fargo or Citibank. They both referred it to engineers at QBO, but It has been over 2 weeks and still no response. Is anything being done about this? How long will this be down? Is this a permanent issue that requires manually importing data from now on? We have too many accounts to do this every day.
I appreciate your effort in performing some basic troubleshooting steps to help address the issue @BrokenApp.
This has been raised to our product engineers to identify the cause of this problem. They are currently taking care of this matter with high priority to provide our affected customers a solution as early as possible.
I recommend contacting our Customer Care Team to make sure your company details are added to the list of affected users.
Here's how you can reach out to us:
Keep in touch with us by clicking the reply button. We'll be there to help.
I am having the same exact issues and have followed everything QB support has been telling you! I bank with Chase and cannot connect any account to my QB account.
Good job for following the steps my colleagues provided, PamHall09.
I'd like to know more about this, though. Did you encounter any specific error messages? This will help me check if there's a Chase open investigation.
Although, you can reach out to our customer care support since you've tried troubleshooting the account already. This way, a live agent can take a better look at the bank connection/setup. Here's how:
Once it's reconnected successfully, transactions will automatically flow into the program. Then, you can already assign, categorize, edit, and add them.
You're welcome to post in the Community if you have other banking concerns. We're just around to help you.
I am facing the same issue not being able to reconnect my Chase accounts. I think in the interest of time I am going to back up the account, delete the account, and start over with a new email address. Or maybe a competing product.
This isn't the kind of service we want you to experience, @mrsurr.
We are currently aware of this issue and our Engineering Team is working with Chase to resolve this promptly.
If you haven't contacted our QBO Support yet, I'd recommend reaching out to them. This way, they can pull up your account in a secure environment and sign you up to receive email updates as soon as they become available.
Let me know if you need anything else. I'll be around to help however I can. Have a good one.
I have many clients that the checking account will not download transactions. The secondary checking accounts and the savings accouonts all work just fine. It says it is updating but then says it is done. However the checking still has not been updated since November. No error messages. I have tried to re-connect with no success.
Hi there, Miracle1600.
Welcome to the Community.
For me to verify and check for any open investigation, may I ask the name of your bank?
For now, let's try to reconnect again your bank account in QuickBooks Online. First, you'll need to perform some troubleshooting steps before reconnecting your account so we can confirm if this a browser-related issue. Please open your QuickBooks using a private browser or incognito.
You can check below for the keyboard shortcuts based on the browser you're using.
Google Chrome: Ctrl + Shift + N
Mozilla Firefox: Ctrl + Shift + P
Internet Explorer: Ctrl + Shift + P
Safari: Command + Shift + N
It is best to advise you to clear your browser's cache after performing steps above. Using clear cache can improve the speed performance of application. Also, please try logging into the bank website to see if it's working.
1. In QuickBooks Online, go to your he Banking page, click your bank account
2. At the upper right corner, click on Update.
3. Check if transactions are already downloading.
If it still doesn't work, let's try to reconnect your bank account by following the steps below:
Otherwise, if you're still having a problem to reconnect your bank. This time, I'd recommend contacting to QuickBooks Support Team so they can check your account privately and identify the cause of the issue.
Here's how to contact them:
Lastly, you can check this article for alternative options if bank transactions are not downloading in QuickBooks Online: Manually upload transactions into QuickBooks Online.
For future reference, please check this article in case you want to know more about importing bank transactions using .CSV file format: Import bank transactions using Excel CSV files.
Please come back to the Community if there's anything else I can do for you. I wish you all the best.
i cant believe that i am waiting 4 weeks to fix this issue even called the customer service and i have case number INV-36991 and tell now there is no any action my bank it bank of america , unfortunately i am despondent , if my problem not resolve soon i will search for another system ,and stop working with quick book any more
Hi there, @City wide electric.
Thanks for sharing the INV case number about your online banking concern. I can feel your sentiments of not having this to work as expected. I assure you that our engineers are working diligently to identify the cause to resolve this issue as quickly as possible.
I also appreciate you for contacting our Customer Care team. All progress and updates about the status of this investigation will be cascaded through email.
In the meantime, you can follow the steps to import bank transactions using Excel CSV files. It has a complete guide to make sure you're able to import bank data using a correct CSV template format.
Should there be anything else that I can help you with, let me know by leaving a comment below. I'm always around to further assist.
I am having the same issue with my wells fargo accounts.... this isn't very ideal considering tax season upcoming. Is this being fixed? It's going on 2 weeks now... very frustrating and starting to think of finding a different system to use.
Every time it "connects" it says it's successful, however it doesn't update on the dashboard. Do we have an ETA for when this will be resolved?
Hello, @Neverfaze. Thanks for coming to the Community for your concern about the bank connection in your QuickBooks Online account.
Our Engineering Team is currently aware of the situation. There's a ticket that has been submitted.You can call into our Online Support to get attached to this ticket. Once you're connected, then you'll receive email notifications of updates on the issue and when it gets resolved. I've provided steps below on how to get in touch.
How To Contact Online Support:
You'll receive a callback or chat with a live agent. Our agents will do troubleshooting to get information that's needed to get you attached to this ticket. There's no time estimate on the ticket, but these situations are taken seriously. With that being said, your issue will be resolved quickly.
The Community is the place to get you the best solutions for your QuickBooks needs. Just know that I'm right here if you need anything else. Have a great day.