Bank connection problem

Let's get your bank connection in QuickBooks Online (QBO) established again, @Niko74. I'll provide some troubleshooting steps below to help you.

Before we start, may I know if you encountered a specific error code? Any additional information would help us verify if there's an ongoing issue with the bank.

In the meantime, let's manually update your bank account to download the transactions and help refresh the connection between your bank and QBO. Thus, adding your bank to your chart of accounts might cause issues.

Once you're ready. Here's how:

1. Click Transactions from the left menu, then Bank Transactions.
2. Select the bank account.
3. From the top-right of the page, click the Update button.

Also, check your bank's website to confirm if there's an issue on your bank's end. Otherwise, you can still manually upload your bank transactions to QuickBooks.

If you see bank errors, visit this reference for more fixes: Fix bank errors 102 and 105 in QuickBooks Online.

Additionally, these useful articles can assist you in seamlessly managing your transactions in the future:

• Categorize and match online bank transactions in QuickBooks Online
• Reconcile an account in QuickBooks Online

If you require additional assistance with your bank connection and managing your transactions, feel free to leave a comment below. We'll be sure to get back to you.

Thank you, there is a error code 101. Hope this helps

Something kept us from connecting to your account. Check back in a few hours. (101)

Thanks for sharing the error message you've received, @Niko74. I know the troubleshooting steps to get past it so you can get your bank connection working again.

There are two reasons as to why you're experiencing this error.

• Adding an inactive account means there have been no transactions made in the last 12 months in this account.
• Adding a bank for which you haven't accepted the terms and conditions.

To fix this, kindly follow these steps:

1. Use a different browser to log in to your bank's website and check if you can get in without problems.
2. Verify if your account is active.
    
   • Your account is considered active if there are transactions for the past 12 months.
   • If your account is supposed to be active but can't sign in to your bank's website, contact them directly.
      
3. Go back to your bank's website and look for messages that need confirmation, such as terms and conditions.

If the issue persists, Sign in to QuickBooks using an incognito or private browser or try other browser troubleshooting steps.

To connect your bank account, I encourage you to use this article and look for step 1: Connect bank and credit card accounts to QuickBooks Online.

Alternatively, you can manually upload transactions into QuickBooks Online.

For future reference, you can visit this article to learn more about managing your transactions: Categorize bank transactions in QuickBooks Online.

If you still have questions about your bank connection, comment down below. The Community is always here to help you.

Here is what it shows when I selected bank transactions => manage connection

I found 2 connection from the bank of hawaii 

1. Top Connection:

   • Linked in 2017.
   • Includes Checking (...7355), Savings (...4355), and Checking (...2376).
   • It stopped updating transactions last month.

2. bottom Connection:

   • Linked on 12/6/2024.
   • Includes the same accounts.
   • I paused setup because QuickBooks prompted me to create new Chart of Accounts, and I didn’t want to risk duplicating transactions.

If I make the old connection inactive and activate the new one, will it import duplicate transactions and mess up my records? How can I avoid duplicate transactions while switching to the new connection?

Thanks for your help!

Hi Niko74.
 

It's a great way to ensure that records are organized and intact. Let me guide you how to manage duplicate transactions in QuickBooks Online (QBO).

When activating the new bank account connection, duplicates will be imported into your transactions in QBO. The best way to avoid this is to exclude the duplicated transactions by selecting them.
 

Here's how:

1. Go to Transactions, then select Bank transactions.
2. In the For review tab, select the checkbox for each transaction you want to exclude.
3. Select Exclude.

All excluded transactions will be stored in the Excluded tab and they won't be added to QuickBooks or downloaded. You can also undo all transaction in the Excluded tab to bring it back to the For review tab.

You can refer to this article to know more about managing you transactions: Categorize online bank transactions in QuickBooks Online.
 

Just hit reply and share your thoughts if you have further questions about bank connection. The community team is happy to help you!