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Is Anyone having problems today connecting to their bank accounts?

 
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QuickBooks Team

Is Anyone having problems today connecting to their bank accounts?

Hello there, info,

 

Let me help connect your bank accounts to QuickBooks.

 

Currently, there's no reported issue about bank connections in QuickBooks. To resolve your concern, let's perform the basic troubleshooting by using a private browser to check if the issue is browser related. Please follow the keyboard shortcuts below: 

 

  • For Chrome, press Ctrl + Shift + N
  • For Internet Explorer or Firefox, press Ctrl+Shift+P.
  • For Safari, hold down Command+Shift+N.

 

After that, try logging in to your QuickBooks Online account then connect to your bank accounts. If it works using the private browser, go back to your regular browser and clear the cache and cookies to remove temporary internet files.

 

On the other hand, you can also update your bank register manually by pressing the Update button up to two to three times to see if all transactions are uploaded to QBO. Here's how: 

 

  1. Go to Banking.
  2. If you only want to update some of your accounts, select to clear the unwanted accounts.
  3. Click the Update button in the upper right. 
  4. If prompted, enter your Multi-Factor Authentication (MFA) credentials (must be done within 2 minutes of box appearing) and then select Continue Update.

After you've manually updated your account and encountered an error, please refer to the Fix online banking errors in QuickBooks Online article for further reference.

If you changed your bank account's username or password recently on your bank's website, you'll need to update the credentials in QuickBooks Online to reflect the change. Please refer to this article for your reference: How to Update your Bank Account Sign-in Information.

 

If you've tried all the steps above and your still unable to connect your bank, you can manually bring in transactions using WebConnect. Let’s download the transactions from your bank, then log in to QBO and upload the WebConnect file:

 

  1. Login to your bank website and select the date range of transactions you want.
  2. Select an approved file type (CSVOFXQFX, and QBO) to convert transaction data to.
  3. Save the transaction file to your computer.
  4. Login to QuickBooks Online.
  5. Go the Banking tab and choose Upload.
  6. Under Browse, select your transaction file.
  7. Click Yes on the notification asking if you want to import now.
  8. Hit Let’s go when you get the Import Completed window.

You will be routed to the Downloaded Transactions window where the imported transactions will appear under the For Review tab.

 

For additional information, you can go through this article: How to Upload more than 90 days of bank transactions.

 

That'll do it. Please don't hesitate to leave a comment if you have further concerns about connecting your bank accounts to QuickBooks. I'm just around if you need help.

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