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Level 1

I have a connection problem between QuickBooks and my bank when trying to update the transactions. What are the next steps? Thanks for elp

 
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Level 2

Hello, @selectrims. To start with, may I ask the financia...

Hello, @selectrims.

 

To start with, may I ask the financial institution or bank you’re using for your online banking? Any information about your account will help us checked for any reported issues related to your bank.

 

Here are the instances you’re unable to connect your bank with QuickBooks Online:

  • They may have implemented changes to their service offerings, Web Connect or Direct Connect.
  • An update on your bank’s information such as the name (bank merger), account number and login credentials require you to refresh it in QuickBooks.
  • You may have an Inactive Bank Account enabled for Online Banking in QuickBooks.
  • There may be ongoing maintenance on your bank’s website.

Let's perform the following troubleshooting steps to ensure your bank transactions are up-to-date:

  1. Log in to your bank’s website outside QuickBooks.
  2. Review your posted transactions and check for any connectivity error notifications.
  3. Once complete, log in to your QuickBooks Online account.
  4. Let’s perform a manual update on your connected bank account.

  a. Go to the Banking menu.

  b. Choose the Banking tab.

  c. Select your bank account.

  d. Click Update.

   e. If prompted, enter your Multi-Factor Authentication (MFA) credentials.

    f. Click Continue update.

You may refer to this article for more detailed instructions: How to manually update an account to fix banking errors.

 

If the issue persists, log in to your bank’s website and download a copy of your impacted transactions and upload them to QuickBooks Online via the WebConnect feature.

 

For more detailed steps, you may check this article: Manually upload transactions into QuickBooks Online.

 

To learn more about managing your downloaded bank transactions, you may check these articles:

Don't hesitate to leave your comments below if you have other questions. I'm always here to help.

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