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Join nowAny help appreciated. TD Bank was no help at all. I can connect with online banking with my computer and my Android app on my phone. Really need to connect with QB. Essential when running a business.
I'll make sure that you can connect your bank at the end of the day, billb117.
I also appreciate all your efforts in doing the troubleshooting steps and contacting your bank. A variety of communication issues between QuickBooks and your bank, or a company file issue can sometimes cause OL 301.
Utilizing the QuickBooks get help with error OL 301 or 393 is a good start to isolate the issue. Since the error still occurs after doing the steps, I recommend reaching out to our technical supports. This way, we'll be able to pull up your account and run a series of tests to rectify the underlying issue.
You can follow the steps below:
Please check out our support hours to ensure that we address your concerns on time.
Since you've mentioned that you can connect your bank using the mobile app, it could be that the stored temporary internet files in the system is the reason why you're unable to connect your bank to your QBO Essential account.
QuickBooks Online uses browser cache and cookies to run faster. As we visit websites or any web applications, it will accumulate the browser cache, causing some features to malfunction.
We can perform some basic troubleshooting steps so that you can connect your bank. Let's start by:
I've added an article that will help you in categorizing and matching your bank transactions:
You can always tap the Community Team if you more help in managing your bank transactions. As always, assistance is just one comment away.
I am beyond the process of browser cache, etc. While on the phone with TD Bank, I was asked to de-active the TD bank account which was my user name with an extension of .SB
The tech asked me to delete the ext (.SB) and that did not work either.
My account is now only associated with my QB register. Trying to go only still comes up with problems in taht my user name and password do no compute with TD bank.
I will try the browser thing.
Hi, @billb117.
Yes, try the browser troubleshooting steps. Afterward, update us on your results. The Community wants to make sure that you're able to get this resolved as soon as possible.
I'll be waiting for your response.
I did do the browser test and no joy. This also happen back in 2018 when I upgraded, also. was resolved by the bank.
Now I believe that my QB bank account may also be compromise due to the efforts by the telephone tech who services me. TD Bank QB adviser say I need to completely delete this account. It has been deactivated and placed in inactive..I created a new account with the same bank with the same user name and PW. Did not work. still a OL301 error.
Hi there, @billb117.
Let’s proceed with the third step to reset all online banking connections. Since resetting the connected bank doesn’t work, let's do it for all accounts from the chart of accounts.
Here’s how:
Once done, retry to connect your bank account. If you still have the same error, you can proceed to the next steps on checking your company data and fix it by running the rebuild tool twice.
For detailed steps on how to perform the rebuild tool, please check on this article: Fix data damage on your QuickBooks Desktop company file.
I’m just around to help if you have any other questions in QuickBooks.
Backed up QB. Ran rebuild twice. Only one error could not be fixed CC encryption error
Ran rebuild twice. Only error that could not be fixed was a cc encryption error. Since I de-actived my account to TD bank, I am now running the set up for bank feeds from the Chart of Accounts, BANK, TD .
Still the bank in indicates a problem with user and PW. No Joy.
Hey again, @billb117.
Since you've tried all of the troubleshooting steps that my colleagues have provided, I recommend contacting our Customer Support Team. They have additional tools to look further into your account to get to the root of the problem. Here's how to get in touch with them:
If you have any other questions, feel free to ask. I'm always here to lend a helping hand.
I got the excellent QB tech on line and he went trrough my QB Pro Plus 2020 and did everything possible to resolve my Direct connection to TD Bank. TD bank has no clue on to make QB work with their bankinh on line system.
I don't want to change banks..too messy. Does anyone know hoe to get to the EXPORT function of the online TD bank site to download the .qbo file or compatible. If I can do this i can deal with it, The alternative is to abandon a bank I have been with since 2002.
@Candice C wrote:Hey again, @billb117.
Since you've tried all of the troubleshooting steps that my colleagues have provided, I recommend contacting our Customer Support Team. They have additional tools to look further into your account to get to the root of the problem. Here's how to get in touch with them:
- Go to the Help menu.
- Select QuickBooks Desktop Help.
- Press Contact Us.
- Give a brief description of the issue and hit Continue.
- Scroll down and choose to Get a Callback.
If you have any other questions, feel free to ask. I'm always here to lend a helping hand.
Thanks for getting back to us, billb117.
You'll want to check for an online converter. You can download the bank transactions from your bank with its available file format, then look for a converter that supports .QBO file.
Once done. follow these steps below:
I'll be right here if you need anything else.
Good News. Finally made my connection to TD Bank. I had the beauty of speaking with a tech who probably a day job with Microsoft.
When updating or anything else with TD bank, Call the 800 number and hook up with the appropriate tech for your account. Mind was small business....The request a linked access to the on line and phone app accounts which are the same user name and PW. For small business ad the extension to your normal user name of .sb (small business). Then sign in on line.
1. select Account...Account services
2. Managed Link Services...Managed Settings
3. If you have requested a linked service from the phone call, a pop up will be there with a Yes/No selection. Select YES
4. Go back to QB and set up your on line services .
Thank you for taking the time to post this here. This actually fixed the problem, unlike the industry worst online tech support @QuickBooksHelp Once again QB support was a complete of time: asked me the same obvious questions over and over again, did not read my ticket, could not resolve what the error was, asked me again to type in the long license #, which cannot even be cut & pasted from the f2 screen (even though it was already provided in the initial chat screen.)
1. QB sunsets older desktop version or we will loose banking feeds, online payments ect.
2. Users pay over $300 to upgrade with no discounts offered even to those using QB payments.
3.after upgrade to 2020 those very banking feeds stop working.
4. QB tech support has no idea how to fix this problem, even though this was a known issue with a resolution in their own community support "knowledge database".
5. Therefore, QB has the IT industry worst support. Yes, it really is THAT bad, ask anyone who uses QB.
Another QB tech wasting users time bc they do not know how the product works
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