What are the possible reasons an account will not connect to QuickBooks?

Thank you for being a part of the Community, @James319. I value the information you provided to help me pinpoint the reason why QuickBooks Online can't connect to your sixth bank. Please allow me to help explain the reasons why it cannot be connected.

Can you first confirm the name of the bank with which QuickBooks Online (QBO) cannot connect? Any more information will get us one step closer to a solution and allow us to see if the issue is still under investigation.

There are lots of possibilities why your bank account won't connect. The following scenarios explain why you can't link your bank account:

• The bank may not be a participating bank. 
• Your bank might not connect to all types of accounts (for example, personal accounts vs. business accounts).
• Bank is having system maintenance.
• Some banks have multiple names on our list. You might want to check and select the correct one or try all possible bank URLs.

You can contact your bank and inquire about any maintenance updates or requests to connect to QuickBooks. If everything is good from your bank's side, make sure to select the correct bank name when connecting the account.

Here's how:

1. Go to Bookkeeping, then Transactions and select Bank transactions, or go to Banking.
2. If this is the first bank account you’ve set up, select Connect account. Or select Link account if you already created one.
3. In the Connect an account page's search field, enter the name of your bank, or preferably your bank's URL. 
4. Hit the Enter key.
5. When your bank appears on the list, select it and follow the on-screen steps to connect your credit card account.

You can also import your transactions into QuickBooks Online using our WebConnect file. See the detailed steps in this article: Manually upload transactions into QuickBooks Online.

Once bank transactions download, you can start categorizing or matching them to straighten out your books. After that, you have the option to do your regular bank reconciliation. 

Feel free to get back here in the Community if you need more assistance managing your banking or any QuickBooks-related concerns. Take care.

Thanks for your reply

"Can you first confirm the name of the bank with which QuickBooks Online (QBO) cannot connect? Any more information will get us one step closer to a solution and allow us to see if the issue is still under investigation."

• Well, 5 of my accounts from that bank are connected. so I think it is a bank that is recognized.
• The bank is Member's First Credit Union in PA. 
• I do have an investigation number - 89821

I have followed the steps below

1. Go to Bookkeeping, then Transactions and select Bank transactions, or go to Banking.
2. If this is the first bank account you’ve set up, select Connect account. Or select Link account if you already created one.
3. In the Connect an account page's search field, enter the name of your bank, or preferably your bank's URL. 
4. Hit the Enter key.
5. When your bank appears on the list, select it and follow the on-screen steps to connect your credit card account.

It shows the 5 accounts, but not the 6th one. I get a yellow exclamation icon that says "There are no new accounts to connect" View your already connected accounts below. Then is shows 5 of the 6 accounts. 

What are possible reasons the 5 will show up, but the 6th one will not?

My reply did not post (even though I got a badge for it).

I tried those things. 

this is what I get

There are no new accounts to connect.

View your already-connected accounts below.

Then it shows the 5 connected accounts. 

My investigation number is 89821

The Bank is Member's 1st FCU in PA. 

Thanks. 

Thanks for the prompt reply, @James319. I appreciate the efforts and details you've provided to add your sixth bank in QuickBooks.

I've checked the investigation number you've shared, the status is still New (In-Progress), and it's already in our investigation report. Having that said, our engineers are currently investigating this experience and exploring the root cause. Once the issue is resolved, rest assured that QuickBooks will notify you by email.

For the support's contact information, you may check it here: Contact the QuickBooks Online Customer Support team. This is to ensure that you reach them during their support hours in case you want to call again.

Thanks for your understanding and patience while we look into this. Please let me know should you need anything else. I'll be here to help. 

It's been about 3 business days. No emails or updates on this issue. I am thinking of getting a refund or at the very least starting all over with the setup process to see if I can avoid the error that is plaguing me. I don't understand how 5 accounts come over, but the 6th one does not. Maybe there was a problem in the setup that I caused? The setup process was a lot for a first-timer - do this, get this offer, activate this, so maybe I missed something? Not 100% sure. Anyways, I was hoping to start using the program this week as I move funds to the accounts. 

Any comments on new reasons why an account would not connect would be helpful so I can troubleshoot a fix. 

It is near the end my the working week. My accounts are still not connected. Should we just start over?

Hello there, @James319. 

As per checking here, the investigation about the Members 1st FCU bank not being able to connect with QuickBooks Online (INV-89821) has already been closed. With that being said, yes, I'd recommend connecting it once again. 

If the error is still present, it implies that QuickBooks is unable to connect to the website of your bank or credit card because it cannot locate the account you created. This could be because:

• The account was modified or relocated to a new server by your bank or credit card provider.
• You updated the account name or other information on the website of your bank or credit card provider.
• A new account or credit card was issued by your bank or credit card provider.
• Both your bank and credit card accounts were closed.
• At the bank, you could have multiple accounts with the same name. If so, kindly change the name so that it stands out at the bank.
   

Additionally, here's how to fix the error so you can keep downloading transactions into QuickBooks Online:

1. Sign in to QuickBooks Online.
2. Go to the Banking menu then select Banking.
3. Select Update.
4. If you still see the error, look for a banner on the Banking page. Select Check connections link and follow the steps o fix the issue.

You may refer to this article for more information about the process: Fix banking error 324 in QuickBooks Online and QuickBooks Self-Employed.

Moreover, after you connect your bank and credit card accounts QuickBooks automatically downloads the latest transactions. To help you review these transactions and put them in the correct account, feel free to read through this article: Categorize and match online bank transactions in QuickBooks Online.

I'll be around in case you need further assistance in connecting your bank to QuickBooks Online. Simply leave a comment below, and I'll get back to you. Keep safe.