No longer connecting to my bank

Hi, It's Citizens bank of Ada Oklahoma. I have been connected to them for nearly three years up until now. I haven't been onto the banking page for about 15 days so that was the last time I connected

Thank you, have been away for a few days and just got home, all is now fixed from your end. Thank you.

Hello there, manager-cwspring.

I'm glad to hear that my colleague's solution helped you connect your bank to QuickBooks Online. Information like this motivates us to provide a timely solution so that users have the best QuickBooks experience possible.

Please don't hesitate to add a comment below if you still have other concerns, manager-cwspring. Have a good day!

This issue is very frustrating - I have just requested a full refund as I attempted to connect my bank using app, different browsers, and different devices. I don't want to trust my accounting to something that makes this simple task so laborious.

I hear your sentiments, Robert. Please know that I'm here to help you resolve the issue of connecting your bank to QuickBooks. We'll work  together to find a solution.

To begin with, please provide me with the name of the bank you are attempting to connect to. It's important to note that certain financial institutions may not support bank feeds. As a result, I recommend that you reach out to your bank to inquire about any notifications or issues.

If your bank does not support bank feeds, you may submit a support request.

To set you on the right path, allow me to provide you with the necessary steps:

1. Go to Transactions. 
2. Select Bank transactions.
3. Choose Connect account.
4. Search for the name of your bank. If QuickBooks is unable to locate your bank, you'll receive a message saying "Hmm, we can't find [the name of your bank] in our list of supported banks." Don't worry, you'll be presented with helpful tips to try to locate your bank. 
5. If you still can't find your bank, select Request. 
6. Enter your bank's web address (URL), and then select Request. 

Once you've successfully connected your bank, I recommend categorizing your downloaded bank transactions. This helps you easily identify and match transactions in your bank statement with your account during reconciliation. 

For future reference, you may refer to this article to guide you in reconciling your accounts for accurate financial records and to prevent discrepancies: Reconcile an account in QuickBooks Online.

If you need further assistance with connecting your bank or any other QBO processes, please let me know. I'm here to help. Take care.

Hello!

Another case of not able to connect to the bank:

Using Chrome Browser; Bank: Security Service FCU.

Steps taken:

- Cleared Cache

- Tried connecting from Incognito

- Changed bank password, re entered new password

- Tried connecting from other computer.

No success.

Help!

Welcome to the Community, Polaris Architecture.

Since you're unable to connect to your bank, I'd initially recommend signing in to the account you have with them and confirming if they use any multi-factor authentication. This can sometimes cause issues with third party connections. Sometimes, when they do use these types of authentication codes, you'll be able to turn the option off in your account settings. If you decide to turn such a setting off, you'll want to check their website or support for steps on how to do so.

While you're signed in on the bank's website, also check for any messages or notifications. These can also cause issues if left unacknowledged. Be sure to acknowledge any messages or notifications while signed in to your account.

Since you've updated the account's password, I'd recommend making sure that you've updated it in QuickBooks.

Here's how:
 

1. In your left navigation bar, go to Transaction, Bank transactions.
2. Click the tile for your bank account.
3. Hit its Pencil (Edit) icon.
4. Select Edit sign-in info.
5. Make any necessary changes.
6. Initiate another manual download by selecting Update.

Since you've already cleared cached data/Intuit-specific cookies and tried connecting from a different computer, I'd recommend confirming you're using a supported browser.

Here's our list of supported browsers:

• Google Chrome - version 78 or newer
• Mozilla Firefox - version 76 or newer
• Microsoft Edge - version 79 or newer
• Opera - version 68 or newer
• Samsung - version 10 or newer
• Safari - version 12 or newer

QuickBooks supports the current and two previous versions of browsers. If you find that you're using an unsupported version, make sure to update it to its latest release. Steps for doing so can be found on the particular company's website.

In the event you've found no problems that could be causing this with your browser, you'll want to check the operating system and internet speed you're working with.

Here's our recommended operating systems and internet speeds:

• Windows PC - Windows 10, Intel Core i3 or a comparable processor (2013 or newer) with at least 2 GB of RAM, or Windows 10, Intel Core i5 or comparable processor with at least 4 GB of RAM.
• Mac - OS X El Capitan 10.11, OS X High Sierra 10.13, or newer.
• Linux - QuickBooks works with Linux, but you'll want to make sure you're using a supported browser and our recommended internet speeds.
• Internet connection - 1.5 Mbps to 3 Mbps or higher.

If you meet each of our system requirements, but are still unable to connect with your bank, I'd recommend using a different supported device and/or internet connection. If it continues happening on other supported devices and internet connections, you'll want to get in touch with our Customer Care team. They'll be able to pull up the account in a secure environment, conduct further research, and create an investigation ticket if necessary.

I've also included a detailed resource about system requirements for QuickBooks which may come in handy moving forward: System requirements

Please don't hesitate to send a reply if there's any questions. Have a wonderful Tuesday!

I haven't been able to sign into my bank account through Quickbooks but no problem on the bank's app or website. I copied the bank's url and tried to sign in using that to test it. It looks like the bank has changed their url because I am automatically forwarded to another site. "Onlinebanking" changed to "digitalbanking". Does Quickbooks need to update the page they connect to?

Hello mengelhart,

Welcome to the QuickBooks Community!  I'm happy to lend a hand with changing your bank's website address. All you'll need to do is disconnect and reconnect the account. Let me walk you through the steps below. 

1. Go to your Chart of Accounts and locate your bank account.
   • 
2. Under the action column, click the down arrow next to View register. Then, select Edit.
   • 
3. At the bottom of the screen, put a checkmark in the Disconnect this account on save box. Then, hit Save and Close.
   • 
4. Now, go back to the account and choose Connect bank under the action column.
   • 
5. In the search bar, paste your bank's web address and hit Enter.
   • 
6. Log in to your bank's website.

That's all there is to it. Let me know if you have any issues during this process. 

Take care and have a great day ahead!