I have six accounts with a specific bank for our business, a checking, savings, and 4 credit card accounts. For the last several weeks, one of the credit card accounts (particularly the one that is used the most) will not connect/download when updating bank accounts. I am always getting the "something is wrong" error and that I need to reconnect. Every time I select reconnect, it does reconnect and download; however, the very next day it won't connect and the cycle continues.
I have tried deleting the connection completely in QBO and reconnecting it. Same cycle continues. Any suggestions are appreciated.
All six of these accounts are tied to a single user login.
Thank you for bringing this to our attention, @bnavarre. Let me share some insights about banking connectivity in QuickBooks Online (QBO).
You will encounter the error message if the connection between your bank's website and QBO is interrupted due to security protocols in your bank.
To isolate this issue, I suggest reviewing your bank's website to see if there’s a notification regarding the error or the setting preferences.
Then in QBO, you can manually update your bank transactions.
To do so, here’s how:
Furthermore, you can check the latest transactions and look around the banking menu in QuickBooks Online by reading this article.
For future reference, you can check out this article to categorize and match online bank transactions in QuickBooks Online.
Let me know if you need further assistance with your banking connectivity. I’m just one post away from assisting you. Have a great day!
Thank you for the suggestion. This issue in this case is that I am connecting to my primary bank with a single login and only one of the six accounts from that bank is having the problem. All 5 other accounts are not having issues.
I have experienced issues when the bank is not available, but, in those cases, none of the accounts will download.
I find this unique that it is only one of the accounts having issues. When I manually download as you suggested, the transactions do not download the first time. This account will give an error and require to "reconnect the bank account". When clicking the reconnect link, the transactions download correctly.
Thank you for your prompt reply, @bnavarre.
Let’s double check your bank’s website, as they probably added a new security protocol that stopped you from connecting to it.
Also, kindly check your bank’s website to see if there are any notifications that need to be confirmed or settings that you have to change to connect the account.
I’ll be happy to assist you further if you need assistance with your banking transactions. Stay safe!
I have checked my bank account and don't see any differences between this one credit card account and our other 3 credit card accounts or two checking/savings account. Only this one account continually needs to be reconnected. All 6 accounts use the same user login.
Thanks for getting back to us, @bnavarre. I can share additional troubleshooting steps to help you connect your bank to QuickBooks seamlessly.
First of all, may I know the name of the specific bank you're having problems with? This information is a great help so I can provide you with a timely solution and to further check if there are connection issues between this bank and QuickBooks Online (QBO).
In the meantime, you can use an incognito browser when attempting to connect the bank to QBO. The private mode will give you a fresh start and errors held in cache or cookies will no longer apply. Below are the shortcut keys for the private browser they can use:
When signed in to your QBO account, reconnect the bank again.
If this works, I'd recommend clearing the cache of your regular browser. This will refresh the browser's background processes that might be causing problems when opening QBO. If the same thing happens, you can use other supported browsers to connect your bank.
You'll want to ensure you categorize and match your bank transactions correctly to make sure they are allocated to the correct accounts in your QBO company.
Leave a reply below for additional details you can add for your banking concerns. I'm always around in the Community to assist you further. Wishing your business all the best.
Hi there, @bnavarre.
Thanks for keeping us updated and letting us know that you're no longer getting the error message.
Please feel free to reach out to the QuickBooks Community any time you need a helping hand. Take care!