This error typically happens due to a connection issue between QuickBooks and your bank. If the self-help section suggests resolving it on the bank's end, it usually means there might be an issue with how the bank sends transaction data or how QuickBooks connects to their server.
Check the bank’s status. Some banks experience outages or maintenance windows that can prevent QuickBooks from pulling transaction data. Visit your bank's website or contact customer support to check if they are having technical issues.
Also, sometimes the connection between QuickBooks and your bank gets disrupted. Try disconnecting and reconnecting the bank account in QuickBooks.
And finally, check your bank’s security settings. Banks often change security protocols or require additional verification methods (like two-factor authentication) for third-party connections like QuickBooks. Make sure your bank allows connections to QuickBooks and check if any changes were made to your online banking settings.
Some banks might limit the number of days' worth of transactions they allow QuickBooks to fetch. Go to your online banking portal and see if you can adjust the transaction date range for downloads, or ask your bank if they have any restrictions.
Robin Kon
