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accounting-modmy
Level 1

My bank account is connected to QB online but is not allowing me to reconcile because it says that it is not connected. It is connected and downloading transactions?

 
Solved
Best answer December 06, 2020

Best Answers
Mark_R
QuickBooks Team

My bank account is connected to QB online but is not allowing me to reconcile because it says that it is not connected. It is connected and downloading transactions?

The concerns end here, @accounting-modmy. Here are some things you can perform to get your bank account reconciled.

 

Before we start, may I know if you're trying to reconcile a sub-account? If you have sub-accounts connected to your parent bank account, this will result in an error when reconciling the account. 

 

In the meantime, let's perform some troubleshooting steps to get rid of the error. It's possible that the browser stores frequently accessed data, thus causing websites, like QuickBooks Online (QBO), to act weirdly. Let's try logging into your QBO account using the private browser.

 

Here's how:

 

  • Press Ctrl + Shift + N on your keyboard for Google Chrome and Mozilla Firefox
  • Press Command + Shift + N for Safari

If this works, it means that you need to clear the browser's cache so the system can start fresh. 

 

If they get the same result while using a private browser, I recommend switching to a different one. 

 

You might want to check out this article if you encounter balance discrepancies when reconciling accounts:

Should you need any assistance getting your bank account reconciled, I'm available here to help any time!

View solution in original post

5 Comments
Mark_R
QuickBooks Team

My bank account is connected to QB online but is not allowing me to reconcile because it says that it is not connected. It is connected and downloading transactions?

The concerns end here, @accounting-modmy. Here are some things you can perform to get your bank account reconciled.

 

Before we start, may I know if you're trying to reconcile a sub-account? If you have sub-accounts connected to your parent bank account, this will result in an error when reconciling the account. 

 

In the meantime, let's perform some troubleshooting steps to get rid of the error. It's possible that the browser stores frequently accessed data, thus causing websites, like QuickBooks Online (QBO), to act weirdly. Let's try logging into your QBO account using the private browser.

 

Here's how:

 

  • Press Ctrl + Shift + N on your keyboard for Google Chrome and Mozilla Firefox
  • Press Command + Shift + N for Safari

If this works, it means that you need to clear the browser's cache so the system can start fresh. 

 

If they get the same result while using a private browser, I recommend switching to a different one. 

 

You might want to check out this article if you encounter balance discrepancies when reconciling accounts:

Should you need any assistance getting your bank account reconciled, I'm available here to help any time!

View solution in original post

Mark_R
QuickBooks Team

My bank account is connected to QB online but is not allowing me to reconcile because it says that it is not connected. It is connected and downloading transactions?

I'm back to ensure everything is up and running, @accounting-modmy.

Were you able to reconcile your bank account after performing the troubleshooting steps? I can provide further assistance if you encounter any issues with this.

I'll be more than happy to assist you again. Have a great day and take care always.

accounting-modmy
Level 1

My bank account is connected to QB online but is not allowing me to reconcile because it says that it is not connected. It is connected and downloading transactions?

Thank you so much. That worked and I was able to reconcile my accounts! 

mattselbie
Level 1

My bank account is connected to QB online but is not allowing me to reconcile because it says that it is not connected. It is connected and downloading transactions?

I have exactly the same problem. BUT clearing the cache did not solve it. 

30 days the bank feed was mistakenly turned off...but turned on 4 days later. It is still on and connected just fine. 

The error in 'Accounting', 'Reconcile' is: Connected accounts are easier to reconcile: Connect Now

 

Please help

 

Thanks

 

Fiat Lux - ASIA
Level 15

My bank account is connected to QB online but is not allowing me to reconcile because it says that it is not connected. It is connected and downloading transactions?

@mattselbie 

Try open your QBO account on incognito/private browser and redo the process. If the same error persists and your bank supports SlickConnect, utilize the trial period of it to isolate the issue.

https://www.moneythumb.com/?ref=110

 

 

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