Bank Connection

Welcome to the QuickBooks Community, Prestige Claim. Please know that we haven't received any bank connection issue with Palmetto Citizens Federal Credit Union from other users. Let's go over some troubleshooting steps to sort out the connection problem between Palmetto Citizens Federal Credit Union and QuickBooks. We'll also ensure you have the best experience in managing bank data in QBO.

Beforehand, may I ask what specific error message you encountered about bank connection in QuickBooks? I appreciate any further details so I can provide accurate details.

For now, I suggest clicking the Update button on the Banking page. It will help refresh the connection between your bank and QuickBooks. 

Here's how:

1. Go to Bookkeeping and select Transactions, then Bank transactions.
2. Click to highlight the account you're updating.
3. Click the Update button. 

This updates all your connected bank and credit card accounts. The number of transactions in each account tile will increase if QuickBooks downloads new entries.

If the issue persists, the issue may be on the bank’s end. Their website may be undergoing maintenance or have server issues. To confirm this one, you have to sign into your bank’s website. You may open this article to see steps on how you can perform the process: What to do if you get a bank error or can't download transactions in QuickBooks Online.

Lastly, refer to this article if you need steps on how to categorize downloaded entries to avoid duplicate data: Categorize online bank transactions in QuickBooks Online.

If you need any additional assistance while connecting or managing your bank in QBO, you can leave a comment below. I'll get back to you, Prestige Claim. Have a good one!

I’ve tried login through private browser and that doesn’t work either . Nor does it work through the app. 

I’ve called also to the customer service QuickBooks and no one has help me

I’ve tried login through private browser which does not work either . I’ve also tried doing it through the app and it does not work .

i called yesterday to QuickBooks customer service and no has helped me solve this issue 

Thanks for getting back to us, Prestige Claim.

I appreciate the steps you've taken to get this resolved. I'm here to help ensure you can connect your bank to QuickBooks Online (QBO), but I need to ask for some clarification.

You mentioned in your first post that you've been receiving error codes when trying to connect to your bank. May I know what specific error messages you're getting? Any additional information will help me provide the best resolution for your concern.

Just click the Reply button below to add more details.

I'm looking forward to hearing from you soon.

Error code 103

We acknowledge your prompt response to the Community thread concerning your bank connectivity issues, Prestige Claim. We are delighted to help you resolve the bank error 103 you're experiencing in QuickBooks Online.

We understand that encountering runtime errors can be inconvenient, and we are committed to ensuring you get back on track in handling your banking activities. Error 103 is usually caused by an incorrect user ID or password for the bank account you are attempting to link with. We'd be pleased to walk you through the process of resolving the error.

Firstly, we need to confirm that your sign-in info is correct. Here's how:

1. Open a new window in your web browser and navigate to your bank's website.
2. Take note of the web address (e.g., https://www.bank.com) as it may be useful later.
3. Sign in using your user ID and password.

If you have multiple accounts with the bank, sign in to the account you want to fix in QuickBooks. If you sign in successfully, your user ID and password are correct. If not, follow your bank's instructions to reset your password or retrieve your user ID.

Next, turn on third-party access if required by your bank. Some banks may need permission to link your account to other services, including QuickBooks Online. While on the bank's website, check if your bank has this requirement and follow the instructions to turn it on.

Now, you can sign in to your bank account in QuickBooks. Follow the steps below:

1. Go to the Transactions menu and select Bank Transactions.
2. Choose the bank or credit card account you need to update.
3. Select the Edit icon.
4. Click Edit sign-in info.
5. If your web browser auto-fills the user ID and password fields, clear them to avoid old information mistakenly entered.
6.  Manually type in the user ID and password for your bank account. 
7. Click Update.

For additional details, you can visit the article: Fix bank error 103 in QuickBooks Online and QuickBooks Self-Employed.

We also suggest that you keep these articles below for your reference in handling bank transactions moving forward:

• Categorize and match online bank transactions in QuickBooks Online
• Set up bank rules to categorize online banking transactions in QuickBooks Online.
• Reconcile an account in QuickBooks Online
• Match online bank transactions in QuickBooks Online

The Community is always available to assist you with bank connectivity or any other QuickBooks-related challenges. Please do not hesitate to reach out to us if you have any further concerns. We wish you the best in your business endeavors, Prestige Claim.

@Prestige Claim 

You can use MT Online or one of the converter tools (e.g csv2qbo @ $60 one time license) for the time being.

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

This has no fix my issue and I’m still unable to login . I’ve confirmed my bank info and even reset my password just to make sure . Still no success.

im getting upset and unhappy with the price I’m paying for this subscription just for it to not work with my bank 

I’ve tried all the steps and have had no success. I even rest my bank passwords to fix it and that was no help 

im very upset im paying for this subscription and cant even link my bank account 

Hello there, Prestige Claim. I understand how important it is for you to successfully login to your bank account. We appreciate all your efforts in trying all the troubleshooting steps provided by my colleagues. Rest assured that we are here to help you resolve the issue about your bank connectivity. 

Since you mentioned that none of the steps worked out for you, and also tried reaching out to our Customer Support team already, I suggest reaching out to them again to make a follow up on your case. 

To contact our Customer Support team: 
 

1. Log in to your QBO account.
2. To get assistance, click the Help button at the top right-hand corner.
3. Go to the Search tab, then select Contact Us.
4. Enter a brief description of your concern, then click Continue.
5. Choose Have us call you to connect with us.
   
   

Please don't hesitate to reach out to us if you still have any other concerns with your bank connectivity. We are always here to help.