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info2002
Level 1

Keeps failijg to update so trying to disconnect an account. This fails too. Help!

 
5 Comments 5
4Gal
Level 11

Keeps failijg to update so trying to disconnect an account. This fails too. Help!

Try opening your QBO account on any private/incognito browser. If the same error persists, you can use MT Online or one of the converter tools (e.g csv2qbo @ $60 one time license) as a workaround.

https://www.moneythumb.com/?ref=110

 

info2002
Level 1

Keeps failijg to update so trying to disconnect an account. This fails too. Help!

So the bank account won't update in this setting and can't be disconnected. Same account works if I reconnect a whole new account, which I did. I called intuit support and they were beyond useless. 

 

Not sure I'm following how using a csv2qbo will disconnect the account? 

James_AL
QuickBooks Team

Keeps failijg to update so trying to disconnect an account. This fails too. Help!

I understand how important it is for you to update your bank transactions in QuickBooks Online. info2002,

 

Before anything else, can you provide the specific error message you encountered when disconnecting your account? I'd also appreciate it if you tell me the name of your financial institution.

 

For the time being, I suggest following what 4Gal suggested. You can utilize a private or incognito window to help isolate the possible issue.

 

Here are the keyboard shortcuts:

 

  • Press Ctrl Shift (Google Chrome)
  • Ctrl Shift (Firefox)
  • Control Option (Safari)

 

If the issue persists, I suggest using other supported browsers.

 

For future reference, you can also click on this article to learn how to Categorize online bank transactions in QuickBooks Online.

 

Please let me know if you encounter any other issues related to banking or QuickBooks. I'm available to assist you.

info2002
Level 1

Keeps failijg to update so trying to disconnect an account. This fails too. Help!

No other browsers incognito mobile etc works. Again, useless support that I spent an hour on the phone with an intuit agent who was unable to do anything other than offer suggestions anyone who has used a computer ever would do..

 

Error simply says we are unable to disconnect your account. This is a fidelity account 

CharleneMaeF
QuickBooks Team

Keeps failijg to update so trying to disconnect an account. This fails too. Help!

I understand how crucial it is to have accurate bank data, especially in maintaining up-to-date financial records within QuickBooks Online, info2002.

 

It can be challenging that despite your efforts and multiple interactions with our customer service, you're still unable to disconnect your bank account.

 

I reviewed our system and found out that we've received similar cases or reports about this banking issue. I understand that you've contacted our support team, but I would still recommend reaching out to them again so they can add you to the affected user's list and monitor the status of the investigation.

 

Here's how to contact our support:

 

  1. Go to the Help (?) icon at the top.
  2. On the Assistant tab, click Talk to a human.
  3. Enter INV-100554 in the Type something field, then click the send icon.
  4. Click on I still need a human.
  5. Select Get help from a human.
  6. Choose the Chat with us or Have us call you option.
    help.JPG

 

I appreciate your understanding on this matter. Please know that I'm determined to get this resolved.

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