Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
posted
It's nice to see you here today, @mdl8585.
Here are some of the possible reasons that you'll need to connect your bank everyday:
- The bank is performing system maintenance.
- There are notifications on your bank’s website that need your attention.
Before we proceed, can I ask which specific bank are you trying to connect? Did you receive any errors? I appreciate any further details so I can provide an accurate resolution.
To help fix this, let's first make sure to use your bank website's URL so you can permanently connect your account to the program. Let me guide you how.
- Go to Banking from the left menu.
- Select Add account.
- On your bank website's screen, copy the URL and then paste it in to the Enter your bank name or URL search box.
- Choose the bank emblem.
- Manually enter your User ID and Password for the financial institution website.
- Click Continue.
- Complete the extra security verification and select Connect.
- Select the Account type drop-down menu to your bank account.
- Click Connect.
The screenshot below shows you the third step. For detailed instructions, go through this article: Connect Bank and Credit Cards.
Second, you can manually update your bank account. This refreshes the bank connection within the program.
Third, you can sign in to your bank website again. Then, check your account page for messages or alerts. Once reviewed, manually update the account again. If you make changes on the website, update your bank account sign-in information in the system. For more information, check out this article: What To Do If Bank Transactions Won't Download.
Once connected, all you have to do is approve the way the software categorizes the transactions. Then, match them against the entries in QuickBooks. To learn more about this process, visit this article: Assign, Categorize, Edit, and Add Your Downloaded Banking Transactions.
Keep me posted whenever you need help. Have a great day, @mdl8585.
