Lion Share Federal credit Union update

Ensuring the successful connection of your bank account with QuickBooks is a top priority, @Darin8392.

To update your bank's URL, the recommended approach is to disconnect and then reconnect your Lion Share Federal Credit Union account in QuickBooks Online (QBO). I will guide you through this process.

To disconnect, here's the detailed steps:

1. Go to the Banking menu and locate the account.
2. Click on the pencil icon then select Edit sign-in info.
3. In the Account window, check the Disconnect this account on the save box. 
4. Click Save and Close. 

Once done, let's connect the account again using the new bank's URL.

Here's how:

1. Go to the Banking menu and select the account.
2. Choose Connect Bank under the Action column. 
3. In the search bar, paste your bank's web address and click Enter. 
4. Log in to your bank's website.

When everything is all set, you might want to review these handy resources to organize your transactions seamlessly:

• Categorize and match online bank transactions in QuickBooks Online
• Reconcile an account in QuickBooks Online

Feel free to keep me updated if you have any questions or concerns about connecting your accounts. Don't hesitate to include them in your reply. I am always here to help you whenever you need it. Stay safe.

I have tried that several times over the last couple of weeks. QuickBooks will not allow me to login under the old or new URL‘s. I have even this issue through QuickBooks. I can, however, login to the credit Union sites using my username and password through a normal browser just not through QuickBooks

I appreciate your reply to keep us posted and for giving us additional details, Darin8392. We need to ensure you can update the URL to download transactions from your bank.

Have you also tried logging into your account using an incognito or private browsing session? Browser issues can sometimes affect how the program performs resulting in banking errors. Excessive cache can also make the program retain the old URL in your QuickBooks Online account.

Let me share another set of steps that can help resolve some of the most common browser-related issues in QuickBooks Online. Here's how:

1. Open your browser and click on the three dots in the upper-right corner.
2. Select "New Incognito Window" or "New Private Window" from the dropdown menu.
3. Log in to your QBO account in the new window.

Alternatively, you can switch to other browsers and log in to your account using them. Google Chrome, Mozilla Firefox, Safari, and Microsoft Edge are all compatible with QBO.

Once you've taken care of that, go back to your QBO account and check if you can reconnect your account with the new URL. 

Then, return to the original browser window and clear the cache. For step-by-step instructions on how to do this, I'll share this article: Clear Cache and Cookies to Fix Issues When Using QuickBooks Online. 

If you continue to see the old URL after following those steps, I recommend contacting our support teams directly. They can investigate your account more thoroughly and provide further assistance to resolve this issue.

Here's an article on how to reach out to them: QuickBooks Online Support.

Additionally, allow me to share a couple more banking-related articles as additional resources when downloading transactions from your bank:

• Exclude A Bank Transaction You Downloaded Into QuickBooks Online
• What To Do If You Can’t Find Downloaded Transactions In QuickBooks Online

Feel free to reply to this thread again if you have any other questions, Darin8392. You can also visit us anytime you need further help with QuickBooks Online. We're here to assist you whenever needed.