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Established Member

Quick books did not sync with my bank

I am using the online version of Quickbooks. Everything was synced just fine until June. The program became "un-synced" with my bank account. Now when I try and update my dashboard it says I have to log into my bank website and complete some sort of enrollment. I can not find any such enrollment to comeplete. 

Need some guidance please 

Solved
Best answer 10-16-2017

Accepted Solutions
Super Explorer *

Re: Quick books did not sync with my bank

This is probably because your bank changed the way they are syncing with QBO. Here is what you should try:

1. Make sure you can access your bank account via a log in ID and password on your bank website.

2. Disconnect the bank in QBO by going to the chart of account, edit account, click "disconnect and save."  Your bank account should be unconnected on your dashboard.

3. Click "connect" on the dashboard and follow the prompts.

4. If that does not work, contact your bank for more help.

5. If you manage to reconnect but not all the data appears since the last connection was in June, you may have to enter the data manually or use the "file upload" function.

5 Comments
Super Explorer *

Re: Quick books did not sync with my bank

This is probably because your bank changed the way they are syncing with QBO. Here is what you should try:

1. Make sure you can access your bank account via a log in ID and password on your bank website.

2. Disconnect the bank in QBO by going to the chart of account, edit account, click "disconnect and save."  Your bank account should be unconnected on your dashboard.

3. Click "connect" on the dashboard and follow the prompts.

4. If that does not work, contact your bank for more help.

5. If you manage to reconnect but not all the data appears since the last connection was in June, you may have to enter the data manually or use the "file upload" function.

Established Member

Re: Quick books did not sync with my bank

Thank you so much. I tried it and it appeared as though it wanted to work but my bank is apparetnly having issues. I appreciate your info!

 

ProAdvisor

Re: Quick books did not sync with my bank

@Lester1

 

you can always go to the banks website & download the file & from within QuckBooks you can upload the file.

Active Member

Re: Quick books did not sync with my bank

I just got off the phone with QuickBooks AND Quicken. USAA, the bank that handles one of our Visas, stopped syncing with QB. HOWEVER, they still sync with Quicken.

It looks like there's some kind of payment not being made that is causing banks to stop syncing with QB. If banks weren't syncing with anyone, I wouldn't mind, but unless someone can explain why Quicken is more trusted than QB, I am asking for a true explanation of why we are being blocked from using this software as it was intended, and what Quicken is doing differently that allows the banks to be over their "security concerns" when it comes to syncing with them.

I didn't even know until this phone call that Quicken split from Intuit.

QuickBooks Team

Re: Quick books did not sync with my bank

Hello there, @stockdale.

 

The possible reason why the bank stop syncing with QuickBooks is that the system has constantly updated. To fix this, let's perform some troubleshooting steps to sync your bank account with QuickBooks.

 

Let's update your bank account to isolate this issue. Here's how:

 

  1. On the left panel, click Banking.
  2. At the upper right side of the page, click Update.
  3. If prompted, enter your Multi-Factor Authentication (MFA) credentials and select Continue update.

I've got you an article for your reference: How to Manually Update Bank Accounts.

 

Then, if the issue persists after the manual update, you can read this article for more troubleshooting steps: Fix Online Banking Errors in QuickBooks Online.

 

In case you still get the same result, I encourage contacting our QuickBooks Customer Care. This way, they can investigate further why your bank account stopped syncing.

 

Please feel free to get back to us if you have other questions managing your bank account. We're always here to help.