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Stacy-Edginton
Level 1

The link won't upload my bank account, how do I fix this

Every time I try to upload my bank account it just reverts to the list of financial institutions

1 Comment 1
GenmarieM
QuickBooks Team

The link won't upload my bank account, how do I fix this

I've got troubleshooting steps to help you connect your bank account successfully in QuickBooks Online (QBO), Stacy.

 

First, could you please provide the name of the financial institution you're trying to connect with QBO? This information will help us check if others are experiencing similar issues and guide you accordingly.

 

Meanwhile, I suggest visiting your bank's website to see if there are any announcements or alerts regarding maintenance activities that could be affecting your ability to link your bank account. Also, ensure that your bank’s website or login URL hasn’t changed recently, as this can disrupt the connection with QuickBooks.

 

After ensuring there are no issues on your bank's side, and if the problem still occurs, clearing your browser's cache can enhance the program's performance and resolve technical glitches. Additionally, consider using alternative devices or supported browsers to access QuickBooks.

 

In the meantime, you can consider manually uploading your bank transactions using a CSV file.

 

I've added this article as your reference in categorizing and matching your downloaded bank transactions: Categorize online bank transactions in QuickBooks Online.

 

Our team of specialists is here to help you simplify tasks in QuickBooks. With our QuickBooks Live Expert Assisted service, you receive personalized support to keep your business finances organized and well-managed.

 

Feel free to return to the Community if you have any additional questions or concerns, we're always here and ready to assist you.

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