A warm welcome to the Community, wgawarriorbaseba.
So far, we haven't received any similar issues reported with bank OZK not being able to connect with QuickBooks. Your connection may be interrupted for any of the following reasons:
- If there is a minor or major update in your bank information such as the bank account number.
- Update on your bank’s website. If you can't find your FI, you can request support for your bank and request it be added.
- Update your Online Banking Login credentials.
- Bank outage and other scheduled maintenance.
To get this sorted out, as an initial step, you'll want to visit your bank's website and copy its URL. Then, paste it in the Connect an account window's search box. This will let you log in to your bank. Here's how:
- From the left menu, select Banking, then Banking.
- On the Banking page, select Add Account.
- In the Search field, enter the bank's URL (example: http://www.chase.com).
- Select your bank. If you see multiple options, you may have to repeat these steps to find the correct one.
- Enter your bank login on your bank's website, then select Continue.
Once connected, QuickBooks will automatically download your most recent transactions. I recommend editing, assigning, and categorizing your transactions. Also, you can match them to the existing entries in the software. Doing so will help you ensure the accuracy of your financial records.
If the issue persists, you'll want to bring in your statements by manually importing them using our WebConnect file: Manually upload transactions into QuickBooks Online.
Additionally, did you encounter any errors? If you have, the following write-up lists different bank error codes and detailed troubleshooting steps to resolve them:
Fix bank error 102 and 105
What to do if bank transactions won’t download or there's a bank error.
Let me know the result of this troubleshooting in the comment below. I need to make sure this is resolved and you're back to running your normal business processing. Stay safe, have a good one!
