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D
drobman
March 9, 2023
Question

Cannot connect to Regions Bank

  • March 9, 2023
  • 1 reply
  • 8 views
No text available

    1 reply

    D
    DebSheenD
    Level 5
    March 9, 2023

    Hi, @drobman.


    I'm here to address this bank connection concern and get you back to business. 

     

    Before that, did you encounter an error message when attempting to connect your bank in QuickBooks Online (QBO)? This way, I can make sure that we are on the same page so I can provide an accurate solution to resolve your problem. 

     
    For now, we can try logging into your QuickBooks account through a different supported browser. It will help us determine if the problem is related to the browser's settings.

     

    However, if the issue persists, I'd suggest running the manual update to refresh the connection between your bank and QuickBooks. 

     

    Here's how:
     

    1. From the left menu, select Banking.
    2. On the Banking page, select Update.
    3. If prompted, enter your Multi-Factor Authentication (MFA) credentials and select Continue update.
       

    If you encounter any errors while updating your bank, please check out this article about fixing online banking errors in QuickBooks Online: Fix online banking errors in QuickBooks Online.

     

    Also, you can manually import your bank transactions into QBSE using the CSV file. For the detailed steps, please visit this link: Manually import transactions. 

     

    Additionally, to guide you in categorizing your transactions in QBSE, please see this article: Categorize transactions. From here, you'll also learn how to create category rules and edit or recategorize transactions. 

     

    Stay in touch with me on how things go. I’m always here any time you need help. Looking forward to hearing from you soon. 

    P
    Protransparency Consulting
    March 9, 2023

    I have followed the instructions posted online but nothing is working with Regions Bank since yesterday.

    Please advise. Thanks 

    C
    ChristineJoieRQuickBooks Team
    QuickBooks Team
    March 9, 2023

    I recognize you encountered an issue while reconnecting your bank to QuickBooks Online, @Protransparency. I'm willing to help and guide you about this matter.

     

    May I know what specific error you get while reconnecting the bank to QuickBooks? This way, I can provide details and a resolution to fix this.

     

    Furthermore, if you need to speak with our phone representative, please follow the steps below.

     

    Follow the steps below:

     

    1. Sign in to your QuickBooks Online company.
    2. Select Help (?).
    3. Select either tab to get started:
    4.  
    5. Assistant: Get quick, personalized answers. Select a suggested option, type a question, or Talk to a human.
    6. Search: Search the QuickBooks Online knowledge base directly, or select Contact Us and choose a way to connect with us; press the Get a callback from the next available expert.

     

    I'm also adding this article for additional information with requirements for the operating system, internet speed, and supported web browsers: System requirements for QuickBooks Online.

     

    You may also read this reference that allows you to update the card on file, change your subscription, or view your billing history: Manage Billing, Payment, and Subscription info in QuickBooks Online.

     

    I am looking forward to seeing you here again in the Community. Let me know in the comment section. Have a wonderful day.

     

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