Unable to Connect QB online with Cadence

I know it can be challenging when you can't connect your Cadence bank account, cowens-equabli-c. I'm here to help you with that.

Before proceeding, did you encounter any error messages when reconnecting your account? Adding additional details will help us provide an accurate solution to resolve this.

For now, let's verify if you can log in to the financial institution's website through the URL the bank has provided us for online banking.

Here's how: 

1. Go to your bank's website and log in to your account.
2. Then, copy the URL located at the address bar of your web browser.
3. Log in to your QuickBooks Online account.
4. Go to the Banking page and then click on Add account.
5. Paste the URL.
6. Click on the bank's name and sign in to your account.
7. Follow the onscreen instructions.

Make sure you can access the accounts through this site by confirming you can see the account summary, account history, and account details without any errors. 

If the issue persists, I'd recommend connecting the account via a private window. This helps us determine if this is a browser-related issue. Here are the keyboard shortcuts: 

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

If it works, let's clear the browser's cache. This removes its stored cache to ensure the program performs efficiently. You can also connect the account using other supported browsers.

Additionally, I've added these articles that'll help you review your downloaded bank transactions and put them in the correct accounts. This way, you can ensure your record is accurate: 

• Categorize and Match Online Bank Transactions
• Set up Bank Rules to Categorize Online Banking Transactions

Please update me on how it goes. I'll be glad to provide additional help should you have any other banking-related questions. Keep safe always!

Thank you for providing the prompt response.

I tried all the steps, but Cadence account is still not getting connected. 

Error screenshot is attached.

Hi there, @cowens-equabli-c.

The screenshot wasn't attached successfully. Do you mind adding it again? As another option, you can type in the error message in the comment box. 

Looking forward to your response.

I have the same issue with Cadence Bank. My Quickbooks does not link my accounts with the bank since April 24th. Cadence changed its URL to https://cadencebank.com/  (Cadence Bank Now Fluent by Cadence). Is there any option to update just the URL of the bank?. I do not want to link my accounts again with the new URL because QB will force me to create new bank accounts under my assets. So each of my cadence bank accounts will show up as double. Are there any solutions to this issue?

Thank you for the details you’ve shared, @JPConstruction. I'm happy to lend a hand with changing your bank's website address.

You’ll want to disconnect and reconnect the old bank account to allow QBO to accept the new bank URL. By doing this, it’ll prevent your bank account from downloading bank transactions, although it remains active in your Chart of Accounts.

Here's how:

1. On the left pane, select the Banking page. 
2. Select the blue bank tile and then click the pencil icon. 
3. Press the Edit Account Info details and tap the Disconnect this account on save box. 
4. Hit Save and Close.

Additionally, if you have pending transactions in your For Review tab, they’ll be removed. Thus, you’ll need to add or match them first so they’ll be recorded in the account register.

After that, let’s reconnect the account with the new bank's URL. To do so, enter your most recent login credentials and follow the onscreen instructions.

You can also check out this article for a visual guide: How to use Online Banking, Connect Bank Accounts, and Review your Bank Feed in QuickBooks Online.

You also have the option to manually import your transactions into the program. On the same link, you’ll find the detailed steps you can perform if your account is connected or not to online banking.

I'd recommend reconciling your accounts every month to monitor your business and detect any possible errors. To learn more about this, you can check out this article: Reconcile an account in QuickBooks Online. 

If there's anything else that you need help with updating or connecting your bank account, you can always reach out to me. I'll be around to help you some more. Take care.

@JPConstruction 

Utilize the trial version of MT Online to isolate the issue. It is designed to import into any bank or credit card in QuickBooks Online, so there is no specific setting needed. If the same error persists, there is an ongoing problem at your bank or connection.

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

i cannot connect my cadence account at all. the sign in doesn't work, the URL doesn't work nothing works so i guess ill have to delete QuickBooks if i cant even upload my bank statements. 

I understand the importance of having a seamless connection with your bank, @iviejelinek. Know that this isn't the experience we want you to have.

Since you can't connect to your bank due to the URL and sign-in issue, I suggest contacting your bank to ask for the bank's official URL and check if there are any ongoing issues on their end. 

Also, did you receive any error messages while attempting to connect your bank account? If yes, please share a screenshot so that we can better understand the problem and provide you with the correct solution.

For now, you can manually upload your transactions to QuickBooks until this is sorted out. Make sure to match the transactions once the transactions are sent by your bank to avoid duplicates.

Additionally, please reconcile your accounts regularly to keep them updated and accurate.

Let us know if you need further assistance with your bank connections. We'll be here to help you in any way we can.

@iviejelinek 

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