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Linking a bank account with login info is not working. If I open a browser window I can use the same log in info and get into my online banking.

 
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Best answer April 12, 2020

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QuickBooks Team

Linking a bank account with login info is not working. If I open a browser window I can use the same log in info and get into my online banking.

Hi there, frankie-stabile.

 

Sometimes, when you search for your financial institution in QuickBooks Online, you will see multiple bank names. If you haven't tried the other options matching your bank's name, then let's do that to see if you're able to link the account. 

 

Here are the steps:

 

  1. Go to the Banking > Add account.
  2. Search for the bank name and select it from the list. A new window opens for the bank's website.
  3. Make sure you can access your account through this site by verifying that you can see your account summary, account history, and account details without any errors.
  4. If you access the account successfully, sign out of the financial institution's website and continue to add the account in QuickBooks Online.
  5. Follow the on-screen instructions in connecting your bank account.

If you're still not able to connect, we can do some troubleshooting steps. To do that, open your account in a private browser or incognito. This mode will not store any cache.

 

Then, go to the Banking section, and try to link your bank. If you're able to connect the bank, we can go back to the regular browser and clear its cache. Sometimes, cache causes browser-related problems, and clearing this improves your browser's performance.

 

Here's an article for the instructions: How do I clear my browser cache and temporary Internet files?.

 

As an alternate solution, you can open your QuickBooks account in a different browser.

 

In the meantime, you can use the Web Connect feature. This is a type of file you can download from your bank's website and then upload it in QuickBooks Online. The other option is to use a CSV file format.

 

I've got these articles for reference:

 

Please let me know if you're able to connect  your bank. I'm just a post away to help you some more. Take care.

View solution in original post

1 Comment 1
Highlighted
QuickBooks Team

Linking a bank account with login info is not working. If I open a browser window I can use the same log in info and get into my online banking.

Hi there, frankie-stabile.

 

Sometimes, when you search for your financial institution in QuickBooks Online, you will see multiple bank names. If you haven't tried the other options matching your bank's name, then let's do that to see if you're able to link the account. 

 

Here are the steps:

 

  1. Go to the Banking > Add account.
  2. Search for the bank name and select it from the list. A new window opens for the bank's website.
  3. Make sure you can access your account through this site by verifying that you can see your account summary, account history, and account details without any errors.
  4. If you access the account successfully, sign out of the financial institution's website and continue to add the account in QuickBooks Online.
  5. Follow the on-screen instructions in connecting your bank account.

If you're still not able to connect, we can do some troubleshooting steps. To do that, open your account in a private browser or incognito. This mode will not store any cache.

 

Then, go to the Banking section, and try to link your bank. If you're able to connect the bank, we can go back to the regular browser and clear its cache. Sometimes, cache causes browser-related problems, and clearing this improves your browser's performance.

 

Here's an article for the instructions: How do I clear my browser cache and temporary Internet files?.

 

As an alternate solution, you can open your QuickBooks account in a different browser.

 

In the meantime, you can use the Web Connect feature. This is a type of file you can download from your bank's website and then upload it in QuickBooks Online. The other option is to use a CSV file format.

 

I've got these articles for reference:

 

Please let me know if you're able to connect  your bank. I'm just a post away to help you some more. Take care.

View solution in original post

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