Thanks for bringing this to our attention, FirstChog. Let me assist you in setting up online bank connectivity into your QuickBooks Desktop account so you can manage your transactions efficiently.
Beforehand, may I know what specific financial institution you want to sync with your desktop account? Are there specific error messages received when connecting the bank with QuickBooks? Any additional information would be much appreciated.
In QuickBooks, unusual behaviors like this require necessary updates to help rectify issues within the system. With this, it's best to secure a backup copy of your company file and ensure your QuickBooks Desktop is on its latest release. This way, you'll always have its recent features and fixes to your account.
To help us resolve and keep you going in integrating your online bank, let's download your bank feed transactions in a test company file. Doing so will help us identify if there's a problem with your bank's servers. To do this:
- Open your QuickBooks Desktop account, click the File menu, and select New Company.
- Choose Express Start or Start Setup.
- Set up Bank Feeds for the account you have a problem with.
- Try to download your transactions.
If any error notices are received, there's a problem with your bank. You can visit your bank's website to verify the issue and give them a copy of your Bank Feeds logs.
However, if there isn't, you can refer to Step 2: Check if the file from your bank works with QuickBooks outlined in this article: Fix OL and OLSU Bank Feeds errors in QuickBooks Desktop.
On another note, if you can log in without any errors, there's a problem with your company file. Let's consider utilizing the Verify Rebuild Data tool to help fix common issues in the program.
Once everything looks good in the future, you can start categorizing your downloaded bank entries and then reconcile them to ensure they always match your bank and credit card statements.
I'll be on this thread anytime you require additional assistance managing online banking accounts in your file. Keep safe, and have a great day ahead!
