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jamestharpe
Level 1

Unable to connect to my bank

About two weeks ago, my bank connection stopped working even though I had not made any changes to the account or within QuickBooks. When I tried to reconnect to my bank in QuickBooks, it said my username and password were not valid. However, I'm able to login with the same credentials without issue on the bank's website. I contacted the bank and they told me to contact Intuit, so here I am. 

 

How do I get this bank connection to work?

3 Comments 3
GlinetteC
Moderator

Unable to connect to my bank

I appreciate your efforts to resolve the bank connection issue, James. Let's work together to get everything back on track.

 

We can manually update and enter your credentials in QuickBooks to rule out any issues with saved credentials or auto-fill errors.

 

Here’s how to update it directly in QuickBooks:

 

  1. Select the bank or credit card account you need to update.
  2. Click the Edit (pencil) icon, then choose Edit account sign-in.
    • Note: If your browser automatically fills in your username and password fields, clear those fields to ensure it doesn’t auto-enter outdated information by mistake.
  3. Manually enter the username and password.
  4. Once done, click Save and connect.

This process ensures that QuickBooks is using your most up-to-date credentials and also refreshes the connection between your bank and QuickBooks.

 

Please don't hesitate to reach out with any questions along the way, and we'll help you.

jamestharpe
Level 1

Unable to connect to my bank

I already did that and it doesn't work. That's why I asked the question here.

Jovychris_A
Moderator

Unable to connect to my bank

Thank you for letting us know you’ve already tried the recommended steps, James. I understand how a bank connection issue can affect your workflow, especially since your credentials work fine on your bank’s website. Let’s get this resolved quickly so you can continue working seamlessly.

 

Since the issue doesn't seem to be with your bank, I recommend contacting our QuickBooks Live Support team via phone or chat during business hours so they can assist you and provide more in-depth assistance. They can take a closer look and review any settings to pass the bank validity prompt and help restore your bank connectivity as soon as possible.

 

Here’s how:

 

  1. Log in to QuickBooks Online.
  2. Go to Help on the top right.
  3. Head to Search, type ‘contact us,’ and then click Contact Us.
  4. Enter your concern and hit Continue.
  5. Choose either Chat or Callback.

 

As an alternative for managing your transactions while resolving the issue, you can download your bank file from the period when the problem occurred. Then, manually upload them to QuickBooks by following the instructions in this guide: Manually upload transactions into QuickBooks Online.

 

Thank you for your patience, and please let us know if there’s anything else you need.

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