Unable To Access Bank Account

Let me help you access your bank account, timmm2. 

Before we start, may I know the name of the bank you're attempting to connect with? Also, have you encountered a specific error message or code that hinders you to access your bank? This way, we can further check if we have received similar reports from other users. 

Furthermore, in order to verify that we are connecting the accurate account, log in to the bank's website and make sure that you have updated your login details in QuickBooks.

if everything is correct and the issue still persists, we can perform some troubleshooting steps to fix this. There are instances when the browser is full of commonly used page resources, which results in errors or odd behavior.

 Let's use a different or private browser to view your account. You can use any of these shortcut keys:

• Google Chrome: Ctrl + Shift + N
• Mozilla Firefox: Ctrl + Shift + P
• Microsoft Edge: Ctrl + Shift + P
• Safari: Command + Shift + N

I've added this article to fix specific bank errors in QBO: What to do if you get bank error or can't download transactions. 

In the meantime, to ensure you can still work with your books in QBO, you may consider manually uploading your bank transactions via CSV file. Once done, categorize and match them to make sure they are allocated to the correct account. 

Get back to me if you have further questions about it accessing your bank account. I'm just a post away. Have a good one!

Sorry, none of that works. The bank is Phoenixville Federal.

I've used your service for many years. It would be shame if I had to cancel over this one issue.

BTW, "manually uploading your bank transactions via CSV file" is no solution. I paid for a service and I expect it to work.

Thanks for getting back with the Community, timmm2. I appreciate you performing LeizylM's recommended troubleshooting steps.

To verify my understanding, are you receiving a blank screen when trying to pull up your account in the Banking section of QuickBooks, or are you having a connection issue with downloading transactions from your bank?

For most banks, QuickBooks downloads the latest available transactions every night around 10 PM PT. Some financial institutions may take a bit longer. If downloads seem stuck, you can try a manual download.

Here's how:
 

1. In your left navigation bar, go to Bookkeeping, Transactions, then Bank transactions.
2. Select Update.

This will update all of the connected bank and credit card accounts. The number of transactions in each account tile will increase if new transactions are downloaded.

Intuit also recommends checking your bank's website if downloads seem slow or stuck. It could be an issue on their end. After signing into the bank's site, perform these steps:
 

1. Check your account for messages, notifications, or alerts.
2. Look for any display issues as you navigate the website. These can block QuickBooks from downloading new transactions.
3. Review their site for any announcements about new security requirements.
4. If everything looks good, return to QuickBooks and perform a manual update again.

In the event you're still unable to access your account, you'll want to continue getting 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 troubleshooting bank feeds which may come in handy moving forward: Troubleshooting bank feed issues

Please don't hesitate to send a reply if there's any questions or additional information you'd like to provide. Have a lovely day!

Once again I get this message:

And, oh look, now I get this one

For some reason this tends to happen. Once the first screen appears a few times, the second pops up in response. A few hours later, if I try it again, the whole cycle repeats.

The bank has already told me it's nothing on their end. As a matter of fact, they don't seem to even think they are responsible. Something to do with "third part" software.

Also, I refuse to waste another three hours on the phone with your support team. They lack knowledge of your system or basic communication skills.

We understand how hard it can be when a feature you rely on is not working as expected, timmm2. I appreciate the steps you've taken to fix the error you received.

Currently, we haven't received any concerns from other users about getting an error 102 on the Phoenixville Federal Bank and Trust. 

Since the issue persists, I'd recommend communicating with our support again. I know you've already called in but it's best to let them investigate further and send it to our engineers. This way, they can present a permanent resolution. 

Keep me posted if you need further assistance with banking. I'll ensure that you get back to business in no time. I appreciate you dropping by and wish you well.

It appears you don't need my business.

Very well, I am closing the account.