We acknowledge the importance of performing banking activities without challenges within the program. I'm here to guide you on how to resolve the bank connectivity concern.
I'd like to know if you're receiving error messages when connecting to your bank. This will guide me in providing appropriate instructions if you're encountering one.
Moreover, your bank's website may be undergoing maintenance or experiencing server issues, which can cause disruptions in the online bank connection to QuickBooks. To verify this, I suggest that you contact your financial institution or check their website for any notifications about downtime issues.
If everything seems fine on their end, we can perform some troubleshooting steps. Sometimes, the system behaves irregularly when the browser has many out-of-date pages. Begin by logging into your account in an incognito window. Use the keyboard shortcuts listed below:
- Safari: Command + Shift + N
- Google Chrome: CTRL + Shift + N
- Mozilla Firefox or Microsoft Edge: CTRL + Shift + P
In your private window, open your QBO account and try to connect to the bank account again. You can also optimize your QBO performance using a different compatible browser.
In the meantime, you can get transactions from your bank or credit cards and manually import them into QuickBooks Online. Please refer to this article: Manually upload transactions into QuickBooks Online.
You can also keep these articles below for your reference in handling bank transactions moving forward:
Keep us posted if you have other questions or need assistance with any banking-related inquiries. The Community is always looking forward to helping you. Take care.
