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support77
Level 1

How to connect your bank manually

i cannot connect my bank
2 Comments 2
Fiat Lux - ASIA
Level 15

How to connect your bank manually

Try opening your QBO account on any private/incognito browser.

RCV
QuickBooks Team
QuickBooks Team

How to connect your bank manually

Thanks for taking the time to scour our Community space for potential solutions. If you haven't encountered this yet, this solution will prove useful in resolving banking issues, support77. 

 

I would also appreciate it if you can tell me the name of your bank. This way, I can check our records if there are any reported cases. Here are the following scenarios why you're unable to connect your bank account:

  • The bank may not be a participating bank.
  • Your bank might not connect to all types of accounts (for example, personal accounts vs. business accounts).
  • The bank is having system maintenance.
  • Some banks have multiple names on our list. You might want to check and select the correct one or try all possible bank URLs.

 

What you can do is reach out to your bank and check for any maintenance update or request to establish a connection with QuickBooks. If everything is good from your bank's side, make sure to select the correct bank name when connecting the account. Then, manually update your bank connection to get the latest available transactions. Here's how:

  1. Select Banking or Transactions from the sidebar menu.
  2. Go to the Banking tab.
  3. Choose the appropriate bank account.
  4. Click Update.

 

Here's an article you can refer to for more details on what to do if you see error messages or don't see recently downloaded bank transactions. We can also perform some basic troubleshooting steps to isolate the issue. At times, the accumulated cache in your browser causes sync and connection issues between your bank's website and QuickBooks. Start by accessing your Online account in a private or incognito window. Just refer to the shortcut keys I've listed below:

 

  • Ctrl Shift for Google Chrome
  • Ctrl Shift for Firefox & Microsoft Edge
  • Command Shift for Safari

 

Once you're in, head to the Banking or Transactions menu again. If you're able to connect without any issues, go back to your regular browser and then clear its cache and cookies to start over fresh. Alternatively, you can switch to other supported browsers.

 

About duplicate transactions, you can exclude them from the Banking page to get rid of them. To manually import your bank transactions using a .CSV file, you can check out this article: Manually upload transactions into QuickBooks Online article. 

 

Feel free to visit our Banking page for more insights about managing your bank feeds and reconciling accounts.

 

You can always update us on the result after performing the recommended solutions as I'd like to ensure this is resolved for you. Just leave a comment below and I'll get back to you. Have a great day ahead. 

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