Thanks for bringing this to us, @TCHagmann.
Are you trying to update your bank or credit card account? May I know what's the name of the financial institution you're trying to update? It can help me check if we have a reported issue related to your concern.
For now, let's perform some browser troubleshooting steps since the issue persists after the manual update. First, let's access your QBO account through an incognito window. This way, we can check if it's a browser-related issue. Here are the keyboard shortcuts:
- Control + Option + P (Safari)
- Press Ctrl + Shift + N (Google Chrome)
- Ctrl + Shift + P (Firefox)
Once done, update your account again. If it works, we have to clear your browser's cache to optimize your browsing experience. You can also try using a different browser. Here's the link: System requirements for QuickBooks Online.
If you get the same result, let's check your bank's website through the URL provided for online banking. Make sure you're using the same URL in QuickBooks Online.
Here's how:
- Go to the Banking menu.
- At the top left, select Banking.
- Click Add Account.
- Search and select your bank from the list.
- Click the login URL for your bank's website posted at the top of the window.
- Sign in using your bank credentials.
- Verify that you can access your account through this linked website. Log in and confirm that you can see your account summary, account history, and account details without any errors.
If you've received a specific error while doing this, you can proceed to Step 3 in this article: Fix specific banking errors. It has a list of errors and how to fix it.
However, if the same thing happens, we can manually upload transactions using a WebConnect file. This is to manually upload the statements from your bank and import them into QuickBooks.
You can also check this article about matching transactions in QBO: Categorize and match online bank transactions.
Don't hesitate to drop a comment below if you have other questions. I'm always happy to help. Take care!