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Hi there, @anna96.
Let me provide you with some details about connecting banks in QuickBooks Desktop.
May I ask if you received any error messages during the process? If so, may I request a screenshot of the specific problem? In order for us to identify and investigate the issue you've encountered.
QuickBooks allows you to connect as many accounts as you need to download recent transactions automatically. However, there are a few potential reasons why you can't find or connect to your bank when you search for it:
Furthermore, let's also make sure to use the correct URL to be able to connect bank in QuickBooks Desktop.
If you're still unable to connect to your bank, I'd suggest contacting our support team for an additional assistance about the issue.
In addition, there are two ways to connect your bank account depending on what's available at your bank. You may link them through Direct Connect or via Webconnect. You may visit this link for more information: Set up bank accounts for Bank Feeds in QuickBooks Desktop.
If you have further questions about online banking in QBDT, please leave them in the comments section below. I'll be right around the corner if you need anything else. Enjoy the rest of your day!
Many thanks to all who posted, especially Sarah who posted a simple solution that works!!!
Thank you Sarah!
Has anyone come up with a solution yet? We just started receiving a message that we had to disconnect and reconnect our bank accounts by September 2022. So I followed the instructions found here (https://quickbooks.intuit.com/learn-support/en-us/help-article/bank-connectivity/refresh-connection-...) and it resulted in this exact same situation. 2 of our 3 bank accounts appear on the bank feeds and I can't get the 3rd one to appear on the list. On the chart of accounts, it shows that the account is connected. If I try to edit the account, I get the same message to fill in the information on the online services tab and who knows where that is. When I try to save and close, I get an error window and QB shuts down.
Thanks for joining the Community, Rebecca68. I appreciate your detailed information.
Since your account shows as connected on the Chart of accounts screen, but doesn't on your list of active bank feeds, and when you try to save changes for it, QuickBooks crashes, I'd recommend troubleshooting initially with the Verify Data utility. This identifies known issues within company files and informs users if their Rebuild Data tool needs to be utilized afterwards.
Here's how it's used:
In the event its results show a "Your data has lost integrity," message, this indicates there's damage in your file. You can use the Rebuild Data utility to fix it. For specific errors, there may already be a resource for them on our support site.
If it displays a "QuickBooks detected no problems with your data," notification, or you've searched our help articles and didn't find any existing resources about the specific error it displayed, you can move on to troubleshooting with our QuickBooks Tool Hub.
Here's how:
In the event your account continues to display as connected on some screens, but not others, and/or you still can't save changes to the account without QuickBooks crashing, you'll want to get in touch with our Customer Care team. They'll be able to pull up your account in a secure environment, conduct further research with you, and create an investigation ticket if necessary.
Please don't hesitate to send a reply if there's any questions. Have a lovely day!
Just like the other people posting in this thread, I already tried that. And it doesn't work.
And I tried to get in touch with support. They refused to help me, because I'm not named on the account. They wouldn't even tell me whether someone would respond to the trouble reports that I submitted.
Hi Rebecca68,
I appreciate you coming into the Community about your bank connection. I also understand that you've already tried everything, including the steps that we can share from here.
I recommend getting in touch with our QuickBooks Desktop Support again to check this further. But first, you'll want to access your Intuit account in CAMPS and update your profile so our Support team can see your name when they open your account. If you're not the owner, please have the owner contact the team instead. You can explain the things you've tried to avoid repeating them.
Please check out this article so you'll be guided through the said portal: Change, manage or update your Intuit account with CAMPs.
Let me know if you have any additional questions about your bank connection.
Thank you!! I spent almost 2 hours on the phone with QB Tech Support - he was very nice but not helpful. Then I got disconnected. This was my last resort. Great workaround!
Hey, @Marie.
I'm glad to see that my colleague was able to help you find the answers you were looking for. If you have any other questions, feel free to post here anytime.
Thanks and I hope you have a nice day.
Marie - What worked for you?
Did you ever fix the problem? I had to disconnect and reconnect our Bank of America account. I have the exact same issue. (My other 2 checking accounts work). I've read through everything and have been unable to make it work. (I tried to add the additional account/then rename/merge, etc... I'll have to call Bank of America for that one because they won't let me "reconnect" since our account is already connected through bank feeds (from the bank's perspective). BUT it doesn't work in QuickBooks - AND there is no "online banking tab". Grrrr.... So frustrated with QuickBooks Desktop Pro 2022! I've used QuickBook for years (at least since 2004+) and I've NEVER had this many issues! Never!
Nope. And now that we're past the cut off deadline, even the two accounts that I hooked up following the new instructions don't work.
I ended up creating a new checking account in QB and set that up with the online banking. Then I renamed it to match the old account that would not connect and merged them. It worked!! I thank whoever originally posted this brilliant work around!
Hope you can all get back on track - I found this very frustrating as well.
I'm so glad that worked for you! I was so relieved when I found that workaround on a very old thread on an obscure website. I had struggled with it for months and no one at QBs support had been able to offer a solution.
Marie,
Glad that worked for you. I think we had all experienced the same frustration with lack of support answers. I think the issue was somehow tied to the update at the time. I had searched for months before I happened on to the workaround so I was glad to share to spare others the same grief!
Sarah
Marie,
I am at this point as well! I want to try this but have a few questions.
I have the original bank account set up and it is connected to the bank feed, however I cannot download the transactions because it does not let me choose that original bank account (the account is not listed)
so,
Do I disable the bank feed first, then create the new account, set up the bank feed for that new account, then merge in the list/chart of account then try and download the transactions?
If you could provide step by step instructions, that would be great! I am sooo frustrated. I DO NOT want to manually download these transactions!!! I have a whole years worth on a credit card and bank account.
This was a huge help to me too! However, I did find that I needed to do a couple of preliminary steps.
I'm using QuickBooks Desktop Pro Plus 2022. In my case, I had two credit cards with Bank of America that had been using Web Connect and one that had been downloading automatically; but, the downloading had failed.
The preliminary steps were to:
1. From the main QuickBooks Desktop Menu do: Banking > Bank Feeds > Bank Feeds Center
2. Using each account 'tile?', "Disable bank feeds" for each account associated with the bank for which I was having trouble.
3. From the main QuickBooks Desktop Menu do: Help > Reset Intuit ID Settings.
4. Follow the steps provided by Sarah PECO1.
This worked for me. Good luck to everyone.
Your method worked!!
I have spent hours on this issue, and your workaround worked!!
Thank you!!
I know it has been quite some time since your post, but you are GENIUS!!
I recently encountered this same problem after upgrading to desktop pro 2023.
As with many others, the hours of frustration are unbearable.
Thank you so much for sharing your success.
Sure wish QB/Intuit would resolve this issue amongst many others.
I have debated switching software as I was charged twice for the same subscription (pop up offered an upgrade of the same version I had and it allowed me to download the same product twice not realizing I already had a paid subscription) but since it had been too long since I noticed (because we all have time to check our profile weekly), they would not refund me over $400.
I bit the big one and moved on as it is the start of a new year with much to do.
Although, now would probably be an ideal time to switch and start over.
Thanks again!!
I am bowing to you as you were my only savior in fixing my linking to BofA accounts issue. I followed your directions and had complete success. Now waiting to find out if everything continues to download tomorrow!
Thank you so much!
After wasting so much time this worked. Thank you.
Omg this worked. Thank you so much. I’ve spent hours and hours trying all the different “Fixes”
im just going to add tome tags so hopefully more people can find this. I’m so excited even though they’re discontinuing bank feeds 5/31/24. They will just keep cutting services till we all are forced to use online subscription service. I just got this quickbooks and a new laptop 2021 6 months ago. Before that I had 2008 for 15 years. Finally got this bank thing setup,and now I’ll have to go through another big change to online. Rant over. I’m sort of delirious now that I finally got it set up. Haha. Thanks!
quickbooks desktop pro 2021
cant disconnect bank from feed
My bank has a lightening bolt but says it’s not connected
my bank doesn’t show up in list of accounts to connect to bank
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