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I'm here to ensure you're able to connect or update your Wells Fargo and First National Bank accounts in QuickBooks Online (QBO), @treysleigh. This way, you can keep them updated and manage your transactions accordingly.
Before we start, can you share with me the error message you've encountered on several of your bank and credit card accounts? Any additional details will help me provide the exact solution for this matter.
Some of the possible reasons you're unable to connect and update your accounts in QBO is either your banks are performing system maintenance or there are notifications on their website that need your attention.
When your financial institutions perform system maintenance, you can manually update your accounts. This refreshes the connection between your bank and the program. Let me guide you on how.
I've attached a screenshot below that shows the first three steps.
Then, you'll have to sign in to your bank/credit card website. This is to check your account page for messages or alerts that need your attention. Once you make changes on the website (i.e., login credentials and account info), you'll have to update QuickBooks as well. Here's how:
I've attached a screenshot below that shows the first four steps.
Once connected and downloaded your transactions, all you have to do is review and/or match them to the existing entries in QuickBooks. For the step-by-step guide, kindly refer to this article: Categorize and match online bank transactions in QuickBooks Online.
Also, I'd recommend reconciling your bank/credit card accounts every month. This is to monitor your income and expenses and detect errors accordingly. To learn more about this, you can refer to this article: Reconcile an account in QuickBooks Online.
Please don't hesitate to comment below if you have other banking concerns and questions about managing transactions in QBO. I'm always around to help. Take care, and I wish you continued success, @treysleigh.
Updating, or editing the account info is not working. I have verified my sign in info, and signed in to my bank to make sure there are no messages or other things I need to do on the website.
That didn’t work. Try signing in again. (103)
Here are a couple things to check:
Thanks for confirming and sharing how it goes after following my peer's recommendation, @treysleigh.
Your efforts are almost there to get the reward. Rest assured, we have a specific fix for error 103. You may need to check the permission to connect your account to another service like QuickBooks Online. While on the bank's website, see if it has this requirement and then follow your bank's instructions to turn it on.
For more details about this, take a look at this article: Fix bank error 103.
Additionally, since this happens to all of your connected bank accounts, I recommend reaching our Care Support team to work with this problem by using their tools. Our agent will also investigate and create a case for your experience.
Here's how:
You'll want to check our support hours for messaging and live calls.
Please tell us how it goes. If you have additional questions or concerns about banking, feel free to comment here. We're ready to help you around. Have a good day ahead.
Are your banks using a portal with 2FA?
We are having trouble connecting our First National Bank account as well. This happened to us a few months ago and we could not connect for over a month. The last time this happened, we disconnected our account and then relinked it. That worked then but didn't work this time. We keep getting the same error message: 103. Today, we got the error message of (102).
Appreciate the update, @yinzcomfy . I want to ensure this problem is addressed timely.
Since the issue persists, I recommend contacting our Customer Care Support. You can work with one of our specialists to let our engineering team investigate why such an error message is not letting you connect your bank accounts.
You can do so by following the steps shared by my colleague above. I want to include that reaching out to our Customer Care Support is best during business hours from 6 AM-6 PM PT Monday-Friday.
You may read all the related references in this article to make sure your account register matches your bank statements: Use this Guide Anytime you need Help Doing or Fixing a Reconciliation.
If you have any other clarifications or follow-up questions about bank accounts and transactions, please let me know by adding a comment below. I'll be here to lend a hand. Stay safe!
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