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BSC2
Level 1

Setting up online banking through Truist

Due to the SunTrust to Truist merger I am no longer able to use my previous financial software so I purchased QuickBooks desktop for Mac.  I have created a company and now when I go to setup online banking I keep getting a connection error when it prompts me to login to Truist.  I have spent hours on the phone with Truist who assures me I am properly signed up in their system and it is a Quickbooks issue?  However, no one from Quickbooks is available to help me until after the weekend.  So I am hoping someone here can give me some guidance on what to try.  I am desperate to fix this issue this weekend before I have to go back to my paying job on Monday. LOL!

8 Comments 8
katherinejoyceO
QuickBooks Team

Setting up online banking through Truist

Hi there, @BSC2.

 

I 'm here to help ensure your bank is connected to QuickBooks. The error can be due to damaged data.

 

Let's rebuild your company file to fix it. Before you start, make sure to backup your company file. Then, you can follow these steps:

 

  1. From the File menu, select Utilities.
  2. Select Verify Data, then click OK.
  3. Go back to the File menu, then Utilities.
  4. Tap Rebuild Data.
  5. Hit OK.

 

You'll want to check this link for your reference: Verify and rebuild data in QuickBooks Desktop for Mac.

 

You can also update QuickBooks for Mac to the latest release to get the latest features and fixes.

 

Feel free to keep in touch if you have additional concerns. I'll be here to guide you more. 

 

BSC2
Level 1

Setting up online banking through Truist

This is a brand new company file I just created today but I tried the steps you suggested.  Once I then try to setup online banking I get the same connection error.  Do you have any other suggestions?

BSC2
Level 1

Setting up online banking through Truist

This is a new company I set up today but I completed the steps you suggested above.  I still get a connection error when I try to setup online banking with Truist.

BSC2
Level 1

Setting up online banking through Truist

This is a new company I set up today but I tried the steps you suggested and I still get a connection error when I attempt to setup online banking.  Any other suggestions?

KlentB
Moderator

Setting up online banking through Truist

Thanks for keeping us updated, BSC2.

 

I can share another set of troubleshooting steps that can help resolve the error. 

 

First, you want to make sure that you have the latest release of QuickBooks Desktop for Mac installed. This way, you'll always get our newest security patches and bug fixes.

 

Next, follow the procedures in the Step 1 section of this article to update your financial institution list: Fix Online Banking Issues in QuickBooks for Mac. If the error persists, continue to Step 2.

 

For more tips and resources in managing your bank transactions, you can check out some topics from this page: Find help with bank feeds and reconciling accounts.

 

Just a add comment below if you have any other concerns or follow-up questions. I'll be around to help.

BSC2
Level 1

Setting up online banking through Truist

I just purchased Quickbooks and installed it last week so it is up to date. 

I tried adding another company like you suggested and still have the same connection error.

Any other suggestions?

BSC2
Level 1

Setting up online banking through Truist

I am still waiting to see if you have any other suggestions.  I have spoken to Truist 4 times since your last reply and they are not able to help me.  They say the problem is on the Qucikbooks end???

MirriamM
Moderator

Setting up online banking through Truist

I want to ensure you'll be able to set up online banking, BSC2

 

Since the error persists after contacting Truist bank and performing the recommended steps above provided by my colleagues, this time, I recommend contacting our Customer Care Team. This way, they'll be able to check further the root cause of the issue and provide additional troubleshooting steps.

 

To reach them, here's how:

  1. Open QuickBooks. 
  2. Go to the Help menu at the top.
  3. Select QuickBooks Desktop Help
  4. Type Contact Us in the search box. Then, click on Contact Us at the bottom. 
  5. Select the way you wish to connect with support.

 

Ensure to review their support hours, so you'll know when agents are available.

 

Additionally, to learn how to manage your QuickBooks Desktop for Mac, see this article: QuickBooks for Mac user's guide

 

If you have any other concerns, you're more than welcome to reply here with the details. I'm here to help. Take care and have a great day.

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