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Level 1

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

Best Answers
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

3 Comments
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

Level 1

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, i'm trying all of this and it is not working. i had to change my password in my account so this created the issue. i then go into quickbooks online and try to reconnect to my bank account and it keeps saying incorrect info. i can open my browser and login to my account without any problems on the bank web page. any help would be great! thanks

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.

I appreciate your effort in performing the troubleshooting steps provided by my colleague, @zzaslanger.

 

I'm here to provide additional insights to get this issue sorted out. If you can't connect your bank transactions in QuickBooks Online, let's update your bank manually to refresh the connection between QuickBooks and your financial institution. Let me walk you through the process:

 

  1. Go to the Banking tab.
  2. Select the blue tile at the top for the bank account you want to update.
  3. Click the Update button. If you see a message about additional authentication, follow the on-screen instructions.

 

If the issue persists after trying the steps above, I'd recommend reaching out to our QuickBooks Online care team. This way, they can further investigate the cause of this odd behavior and provide steps to fix it for you.

 

Here's how:

 

  1. Go to the Help icon.
  2. Select Contact us.
  3. From the What can we help you with? field, enter Cannot link bank account to QuickBooks.
  4. Click Let's talk.
  5. Choose Get a callback or Message an agent.

 

Also, may I asked if you've encountered any error codes when connecting your bank to QBO?  This can help me easily find the cause and its solution.

 

In the meantime, you can manually upload your transactions in QuickBooks Online, for the detailed instructions, please visit this article: Download transactions from your bank and manually import them into QuickBooks Online

 

Then, you may review your accounts to ensure they match your real-life credit card statements: Learn the reconcile workflow in QuickBooks

 

Let me know how it goes and leave a reply below if you have further QuickBooks concerns. I'm always here to help. Take care always. 

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