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Hello, CarterMark.
Which bank are you having a problem with? This way, I can check if there are any open investigations about it.
Your bank’s connection may be interrupted for any of the following reasons:
In the meantime, we can perform a manual update to refresh the connection between your bank and QuickBooks Online. See the steps below:
If you're still unable to update the account, as a workaround, you can manually bring in the transactions into your QuickBooks Online using a WebConnect file. You can get the detailed steps in this article: Manually upload transactions into QuickBooks Online.
Once imported, 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.
Please get back to me if you continue to get the same results so I can look further into this. I'll stick around to help you out.
I still cannot connect to my Bank - Citizens National Bank, Cheboygan Michigan. Thank you for any help you can provide.
Good Morning, @CaterMark.
Thanks for reaching back out to the Community. After looking into this issue with your Citizens National Bank account, I've discovered there aren't any on-going investigations with this bank. However, we can try a few basic troubleshooting steps to help fix the connection.
Using a private browser or incognito window will allow QuickBooks to load as a fresh page to remove any errors or glitches within the product. Here's how depending on the browser you're using:
If this works, then go back to your regular session and clear your browser's history.
Let me know if this helps. I want to make sure all of your concerns are addressed. Take care!
I am having this same issue for almost 2 weeks now and I have tried incognito, clearing the cache, cookies, etc. I have tried Chrome and Firefox to no avail. Bank say's no issue on their end. Was told by Lin at QB that it was a QB process update issue that would be fixed within 24 hours, that was 3 days ago. I've spent well over 6 hours on the phone with QB, bank and even IT was here. PLEASE HELP.
I know how precious time is for you, @MD27 Wisconsin Lions Clubs. I commend you for performing the troubleshooting steps. Allow me to route you to the appropriate support.
I am well aware that you've contacted our customer support team. However, there's a need for us to get in touch with them again. That way, you can let them know that the issue persists, and they can investigate the concern further to resolve it.
Here's how:
You can contact us from Mondays to Fridays, 6 AM to 6 PM PT, and Saturdays, 6 AM to 3 PM PT for Plus, Essentials, and Simple Start users. Advanced users can contact us anytime and any day.
Additionally, you'll want to check this article and learn how to review downloaded bank and credit card transactions: Categorize online bank transactions in QuickBooks Online.
I'm always available if you need additional assistance managing your bank feeds. Have a great day ahead.
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