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SSchnurr
Level 1

QB Mac 2021 Online Banking

Hi,

 

I downloaded QB Mac 2021 and am getting an error message when I try to load my banking information. I have confimed my username and password are correct with my bank and in QB but I still receive a general error message from QB. I have tried all day to get help from QB and Regions without any luck. Hoping someone can help here. 

1 Comment 1
katherinejoyceO
QuickBooks Team

QB Mac 2021 Online Banking

Welcome to the Community, @SSchnurr. I want to help ensure you're able to connect your online banking account with QuickBooks. 

 

When Add password to Keychain is enabled during the initial Online Banking setup, QuickBooks will attempt to use the previously saved password when it connects. Thus, updating your online banking password from your bank's website will give you an error message when you try to connect to QuickBooks Desktop for Mac. 

 

To resolve the issue, you need to delete the previously saved password and re-launch Online Banking. Here's how: 

 

  1. Double-click the Macintosh HD icon on your desktop.
  2. Go to Application, then select Utilities.
  3. Select Keychain Access.
  4. Search for your Online Banking password, then select Delete.
  5. Close then reopen your company file and go to Download transaction, then select Download all.

 

Type your current password as soon as the option to enter your password pops upQuickBooks will connect to your bank and download transactions.

 

See this article for additional insight: Error: Username or password is invalid when connecting to Online Banking in QuickBooks.

 

I've also got you some of our resources. These are good references in fixing online banking issues in QuickBooks Desktop for Mac:

 

 

Update me here so I can help you more with connecting your online banking account concerns. Keep safe!

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