Question

Cannot Link Bank Account

Forum|Forum|2 years ago
August 2, 2023
1 reply
12 views

Our bank's website updated at the beginning of the year, so their URL changed. I unlinked the old website, since it was obsolete anyway, and tried to reconnect using the new URL, but no luck. The login credentials are all the same, but there is no way to update the bank's linked landing page. I have requested it at least once a week since it changed 5 or 6 months ago. How can I urge Quickbooks support to update my bank's URL?

QuickBooks Online

R

RCV

QuickBooks Team

I'm here to keep the process of linking bank accounts in QuickBooks Online easy and simple, lpowell1178.

I appreciate the details you've provided and the troubleshooting steps you performed to resolve this issue. May I know what's your financial institution? This way I can check our records if there's a bank connection issue. You may have an issue linking or connecting to your bank in QuickBooks Online (QBO) based on the following criteria:

Your bank has multiple names on our list. Make sure you have selected the correct listing or have tried all possible links. Search by the banking sign-in URL to ensure you are using the correct listing.
Your bank does not connect to all types of accounts (for example, personal accounts vs business accounts).

Your bank's URL will be automatically updated in QuickBooks as long as it is supported for Online banking connection. To ensure we're linking the correct account, as an initial step, let's log in to the bank's website. Once signed in, copy the bank URL and use it for searching and linking the correct account in QuickBooks. Here's how:

From the left menu, click Transactions and choose Banking.
On the Banking page, select the Link account.
In the Search field, enter the bank's URL.
Select your bank. If you see multiple options, you may have to repeat these steps to find the correct one.
Enter your bank login on your bank's website, then select Continue.

Once connected, QuickBooks will automatically download your most recent transactions. I recommend editing, assigning, and categorizing your transactions. Also, match them to the existing entries in the software. Just go to the For Review tab from the Banking menu. Doing so will help you ensure the accuracy of your financial records.

Alternatively, if you're still unable to link your financial institution, as a workaround, you can add your bank to the chart of accounts and bring in the transactions using a WebConnect file.

Let me know the result of this troubleshooting in the comment below. I need to make sure this is resolved so you can start running your business processing. Have a good day!

L

lpowell1178Author

Thank you for all of the information. We were previously connected with the same bank account. However, earlier this year, the bank updated their website. Now, when you go to the original URL (the one that QBO goes to) the landing page is different than before. Whereas before, it would open the login page, now it opens another page where you have to manually click "Login" and then there is a popup for you to enter credentials. I spoke with our bank and they found a workaround and gave me a link that bypasses the login popup, and looks exactly like the original that QBO was linked to. I have submitted the new URL at least 20 times in the last 6 months and nothing has changed. It is still not linked. I have tried it with the name listed exactly how it is in the QBO system (which is The First National Bank of Hartford (Hartford, AL)), as well as listing it a little different (using First National Bank of Hartford). The link in your system is obsolete now. The correct URL that opens to the login screen is https://web13.secureinternetbank.com/PBI_PBI1151/Login/[removed]/1. I believe the old one (the QBO one) was web6.
One other thing, the reason they updated the website was to add better security. So, now the first time logging in requires a security question answer. I'm now sure how that would work, but I am sure a tiny little bank in rural South Alabama is the only one with this extra security feature.
Any help you can offer would be greatly appreciated.

R

ReymondO

Moderator

Thanks for getting back to the thread, @lpowell1178.

I understand your concern regarding the URL and the challenges you've encountered while attempting to link your bank account with QuickBooks Online (QBO). It appears that the recent updates carried out by your bank on their website have brought about alterations in the login process and the structure of URLs.

Please know that the process of connecting bank accounts to QuickBooks relies on the bank's website and the information it provides to our system. When you initiate the connection, the program uses the URL provided by the bank to navigate to the appropriate login page and gather the necessary financial data.

Let me take note of your experience and share it with the appropriate QuickBooks Team to address the connection concern.

In addition, you can check out these resources for future reference in handling bank transactions in QuickBooks:

Please get back to us if you have any other concerns about your bank connection. The Community is always right here to help you all the time.

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