Solved

Cannot Link Bank Account

Forum|Forum|5 years ago
January 8, 2021
5 replies
11 views

I am trying to link an account with Flushing Bank Business Banking to Quickbooks. It asks me for a User ID and User Name instead of User ID and Password, which is strange to start and I've been trying for a couple of days and I keep getting the same message:

Looks like the connection to Flushing Bank - Business Banking isn’t available right now.

Try again in a few hours. (0000)

QuickBooks Online

Best answer by Rose-A

I'm here to keep the process of linking bank account in QuickBooks Online easy and simple, JLove038.

I appreciate the details you've provided. 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 (example: http://www.chase.com).
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, you can 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 in 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!

Rose-AAnswer

Level 10

I'm here to keep the process of linking bank account in QuickBooks Online easy and simple, JLove038.

I appreciate the details you've provided. 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 (example: http://www.chase.com).
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, you can 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 in 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!

Y

You can count on CB

My accounts were already linked and I had no issue until last friday

J

JLove038Author

This helped! Thank you!

N

Nick_M

Level 4

Hi JLove038.

Thanks for dropping by the Community. I'm happy to see that my colleague was able to assist you. If you have any other questions, don't hesitate to post here anytime.

Thanks again and have a lovely day.

Y

You can count on CB

That did not help. I was already linked for months and it stopped on Friday

L

Lily81

I'm trying to link my bank (Manulife) to QuickBooks but ever since Manulife created the new sign in with an ID I have lost my connection and can't seem to reconnect. Any solutions??

S

ShiellaGraceA

Level 9

Thanks for visiting us here, @Lily81.

I'll share the steps on how to reconnect your bank account with QuickBooks. You'll want to update your bank info in QuickBooks. This way, your bank connection will refresh.

Here's how to do it:

Go to the Banking menu.
Select the Banking tab.
Pick the tile for the bank account. Then, tap the Edit ✎ icon.
Select Edit sign-in info. Update your info as needed. See the image below.
Click Save and Connect.

Once you're done, review your downloaded transactions so you can match them with your QuickBooks transactions. You can also upload missing transactions manually via a WebConnect file.

Feel free to browse this article for more recommended steps about bank connection errors: What to do if you get a bank error or can't download transactions in QuickBooks Online.

I'll be around if you have follow-up questions or concerns with bank connections. Don't hesitate to reply. Take care and stay safe.

T

tresorerie

It still doesn't work. Manulife sends us a code for the two-factor authentification and after that, Quickbooks writes the errer code 103... I contacted you 2 months ago and you said you were working on a solution to resolve this issue with Manulife. Will it get resolve anytime soon?

R

Rubber Soul

I have the dame issue with the QB app. It will not link to my bank even though my details are correct and have been triple checked

LieraMarie_A

Level 8

Hi there, @Rubber Soul.

We're here to ensure everything is running and working seamlessly.

May I know your bank's name and the error message you're getting when linking it to QuickBooks? Some banks have multiple names on our list. You can try logging in to all bank's extensions if there are multiple results when you search it.

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 (example: http://www.chase.com).
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.

You can also refer to this article for additional information: Find Your Bank or Credit Card Account.

If you're still unable to connect it, I suggest reaching out to our Customer Care Support team. This way, they can take note of your case and raise a ticket for further investigation if needed.

In the meantime, you can download an updated list of your transactions from your bank's website and upload them to QuickBooks using a CSV file. After you import your transactions in QuickBooks, you can review them in the For Review tab.

I'd be happy to see you again here in the Community. We're always here to help if you need assistance with managing bank feeds. Have a good one.

MJoy_D

QuickBooks Team

Thank you for letting us know, @Leen2.

Thank you for informing us about your experience. I'm pleased to hear that the solution offered by my colleague has been helpful to you. I want you to know that we're here to support you with any further account-related queries you may have.

Wishing you a fantastic day!

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