CAN'T CONNECT MY BANK ACCOUNTS

I'll explain why you can't connect a bank account and an alternate method you can use to add transactions to the Banking tab, @agdCRAFTSMEN.

If you can't connect your bank account to QuickBooks, it signifies that the type of account you have doesn't support an online banking connection at your bank. When you search for a bank's name, you may occasionally receive many results. Each of them stands for the kind of account it is. And the place where the bank that offers feeds is located.

You can check the instructions in this article:  Find your bank or credit card account when you connect to online banking.

Additionally, it would be helpful if you could let us know which exact bank you use so that we can find out whether there is a problem with the bank currently.

You can manually upload your transactions to match or include them in your books. Here is an article to help you with that: Manually upload transactions into QuickBooks Online.

Then, you can categorize and match transactions in QuickBooks online to avoid messing up your books. Check this article for reference: Categorize and match online bank transactions in QuickBooks Online.

Feel free to click the Reply button below if you need additional assistance connecting bank accounts in QuickBooks Online. I'm always here to help. have a great day.

I cannot connect to my TD bank account as well. The bank says they do support Quickbooks. I have confirmed that my access card and password are correct. I usually enter the bank account using a finger print on my phone.

I am wondering if the problem is each time I sign into the bank account it sends a one-time security code to my phone that has to be entered to get access to the bank account.

Is this second level security check the reason that I cannot connect quickbooks to my bank? 

Are others having this problem???

Hi ppadbury,

Thanks for reaching out to us here.  It's important that you're able to connect you TD bank account to QuickBooks Online in a timely fashion.  I recommend logging into your QuickBooks account from a web browser, then proceed to connect TD bank by following the steps here.  Please ensure you're entering the same login credentials you use when logging in on your bank's website.  

Should you require additional assistance, please don't hesitate to contact us.

Schedule a Callback or start a Chat: click (?) Help in the upper right in QuickBooks Online > enter "Contact support" > hit Contact Us > provide a brief summary of your situation > hit Let's Talk > choose Get a callback or Start a Chat.

Social Media: Facebook, Twitter, and Instagram.

Support hours are from Monday to Friday between 9 a.m. and 8 p.m. ET.

Feel free to reach back out with other questions.  We'd be happy to help!

Hi, I have tried all the things you suggest, many times. Could you answer my question.

My bank says they do support Quickbooks. I have confirmed that my access card and password are correct.

I am wondering if the problem is each time I sign into the bank account it sends a one-time security code to my phone that has to be entered to get access to the bank account.

Is this second level security check the reason that I cannot connect quickbooks to my bank? 

how do i get a real person to help me? QB desktop is unable to connect to my bank

Hey there, @dow5. 

Thanks for hopping on this thread. 

To clarify, are you receiving any error message? Also, what's the name of your bank that's unable to connect to QuickBooks Desktop? 

In the meantime, check out this guide about how to set up or edit bank accounts for Bank Feeds in QuickBooks Desktop. 

I'll be waiting for your response! 

I have not been able to connect to our bank with QuickBooks.

Hi @bgolden56. Thank you for reaching out to the Community.

Certain errors would stop your financial data from syncing. 

Since you encountered one, please follow the troubleshooting steps in the Step 4 section of this article to fix it: What to do if you get a bank error or can't download transactions in QuickBooks Online.

For the time being, let's perform a manual update to refresh the connection and access your recent transactions. Let me guide you on how.

1. Go to Bookkeeping.
2. Select Transactions, then choose Bank Transactions.
3. Click the account, then hit Update.

As another option, you can sign in to your bank website to narrow down the underlying cause of the situation. Confirm if they have server issues or going through maintenance. This occurrence delays the data exchange between the bank and QBO.

If everything is working on their end, you can update the feed again using a private window or other supported web browsers. It could be that the program has a temporary issue with the browser you're currently using. Here are the shortcut keys:

• Mozilla Firefox: Ctrl + Shift + P
• Google Chrome and Microsoft Edge: Ctrl + Shift + N
• Safari: Command + Option + P

Once you've already imported the transactions, you can review and categorize them. After that, proceed to reconcile your accounts to match your monthly statements.

Please feel free to reach out if you have any follow-up concerns regarding bank feeds. I'm here to assist. Have a good one!