Cannot Link Bank Account

I'm here to keep the process of linking bank accounts in QuickBooks Online easy and simple, lpowell1178.

I appreciate the details you've provided and the troubleshooting steps you performed to resolve this issue. May I know what's your financial institution? This way I can check our records if there's a bank connection issue. You may have an issue linking or connecting to your bank in QuickBooks Online (QBO) based on the following criteria:

• Your bank has multiple names on our list. Make sure you have selected the correct listing or have tried all possible links. Search by the banking sign-in URL to ensure you are using the correct listing.
• Your bank does not connect to all types of accounts (for example, personal accounts vs business accounts).

Your bank's URL will be automatically updated in QuickBooks as long as it is supported for Online banking connection. To ensure we're linking the correct account, as an initial step, let's log in to the bank's website. Once signed in, copy the bank URL and use it for searching and linking the correct account in QuickBooks. Here's how:

1. From the left menu, click Transactions and choose Banking.
2. On the Banking page, select the Link account.
3. In the Search field, enter the bank's URL.
4. Select your bank. If you see multiple options, you may have to repeat these steps to find the correct one.
5. Enter your bank login on your bank's website, then select Continue.

Once connected, QuickBooks will automatically download your most recent transactions. I recommend editing, assigning, and categorizing your transactions. Also, match them to the existing entries in the software. Just go to the For Review tab from the Banking menu. Doing so will help you ensure the accuracy of your financial records.

Alternatively, if you're still unable to link your financial institution, as a workaround, you can add your bank to the chart of accounts and bring in the transactions using a WebConnect file. 

Let me know the result of this troubleshooting in the comment below. I need to make sure this is resolved so you can start running your business processing. Have a good day!

Thank you for all of the information. We were previously connected with the same bank account. However, earlier this year, the bank updated their website. Now, when you go to the original URL (the one that QBO goes to) the landing page is different than before. Whereas before, it would open the login page, now it opens another page where you have to manually click "Login" and then there is a popup for you to enter credentials. I spoke with our bank and they found a workaround and gave me a link that bypasses the login popup, and looks exactly like the original that QBO was linked to. I have submitted the new URL at least 20 times in the last 6 months and nothing has changed. It is still not linked. I have tried it with the name listed exactly how it is in the QBO system (which is The First National Bank of Hartford (Hartford, AL)), as well as listing it a little different (using First National Bank of Hartford). The link in your system is obsolete now. The correct URL that opens to the login screen is https://web13.secureinternetbank.com/PBI_PBI1151/Login/[removed]/1. I believe the old one (the QBO one) was web6. 
One other thing, the reason they updated the website was to add better security. So, now the first time logging in requires a security question answer. I'm now sure how that would work, but I am sure a tiny little bank in rural South Alabama is the only one with this extra security feature. 
Any help you can offer would be greatly appreciated.

Thanks for getting back to the thread, @lpowell1178.

I understand your concern regarding the URL and the challenges you've encountered while attempting to link your bank account with QuickBooks Online (QBO). It appears that the recent updates carried out by your bank on their website have brought about alterations in the login process and the structure of URLs.

Please know that the process of connecting bank accounts to QuickBooks relies on the bank's website and the information it provides to our system. When you initiate the connection, the program uses the URL provided by the bank to navigate to the appropriate login page and gather the necessary financial data.

Let me take note of your experience and share it with the appropriate QuickBooks Team to address the connection concern. 

In addition, you can check out these resources for future reference in handling bank transactions in QuickBooks:

• Manually upload transactions into QBO
• How to review downloaded bank and credit card transactions.

Please get back to us if you have any other concerns about your bank connection. The Community is always right here to help you all the time.

I can not verify my bank account.  I have tried multiple times to verify the small deposit amounts but QuickBooks says please try again later.  It's been 3 weeks now and it still will not let me confirm the deposits. Help

Welcome to the Community, Delmarva.

I'll help you connect your bank account to QuickBooks Online.

Before doing so, I would like to ask the name of your financial institution. This way, I can check if there are reports for that specific bank.

When connecting your bank, make sure to take note of the following:
 

• Correct bank name. It's important to verify the name of the bank from the list as there are some banks that have multiple names.
• The bank might not connect to all types of accounts (for example, personal accounts vs. business accounts).
• The bank is supported in QBO.

All you need to know about connecting bank account in QBO can be found in this article: Find your bank account when you connect to online banking.

If the above-mentioned were verified but you're still unable to connect your bank, I recommend reaching out to your financial institution as they may be having system maintenance.

Then, you can go back to QuickBooks and try adding your bank account again.

Here's how:

1. Select Banking from the left menu.
2. Click Add Account.
3. Search your bank or use the correct URL when you log in to your bank's website.
4. Enter your bank's username and password.
5. Select the type of account.
6. Choose how far back you want to download bank transactions.
7. Hit Connect.
    

You can also read through this article for the detailed steps on how to connect your bank accounts in QBO: Connect and add bank and credit card accounts to QuickBooks Online.

Here's an article that you might find helpful when matching and managing your downloaded transactions: Categorize and match online bank transactions in QuickBooks Online.

Let me know if you have other concerns with your bank connection. I'll be around to help. Wishing you the best of luck!

I am having the same issue. My banks website updated and they have a new URL.  I can't find a way to update the URL in Quickbooks online. Very frustrating for QBO to continue linking the old URL.  HELP?  Greg Novotny, [email address removed]

Let me provide you details about connecting your bank to QuickBooks Online (QBO), @gnovotny.

Since your bank has updated its URL, you can try copying and pasting the new URL. If it doesn't connect and you can't see your bank, I recommend contacting your bank and asking for the new URL that's supported by QuickBooks. 

In the meantime, you can manually enter and upload the transactions.

Here's how:

1. Go to Transactions and select Bank Transactions.

2. Click on the blue tile for the account to which you want to upload the transactions.

3. Open the Link account dropdown and choose Upload from file.

4. Drag and drop the files or select them, then choose the file you downloaded from your bank and press Continue.

5. In the QuickBooks account dropdown, select the account where you want to upload the transactions and click Continue.

6. Follow the onscreen instructions to match the columns in the file with the corresponding fields in QuickBooks, then hit Continue.

7. Choose the transactions you want to import and click Continue.

8. Select Yes, and then Done.

For details on how to perform these actions, review this guide: Manually upload transactions. 

Afterward, you can categorize and reconcile the transactions. 

If you have any other questions, don't hesitate to ask. The community is always here to support you 24/7. Have a wonderful day!