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SELawton
Level 1

Trying to link bank acct. Went to Bank Transa.. then link acct, selected bank, logged into bank acct, but then nothing. QB window say it'll return me, but doesn't. ??

I press the "continue" button, but it just returns me to my bank page. Has anyone else had this happen?
2 Comments 2
Kurt_M
QuickBooks Team

Trying to link bank acct. Went to Bank Transa.. then link acct, selected bank, logged into bank acct, but then nothing. QB window say it'll return me, but doesn't. ??

We appreciate you reaching out here in the Community space, Sel. We'll provide information to help you connect your bank account inside QuickBooks Online (QBO).

 

Before anything else, can you tell us more about what bank you're trying to connect to inside your company file and if you received any prompt when linking your financial institution?

 

We also recommend accessing your company file in an incognito or private browser to check if this has something to do with the browser that you're using. Feel free to use these shortcut keys:

 

  • Safari 11 or newer: +Shift+N
  • Chrome: Ctrl+Shift+N
  • Firefox: Ctrl+Shift+P
  • Safari: Command+Shift+N

 

Once you're in, connect the bank account and check if it'll allow you to link it successfully inside QBO. If the issue persists, you can import your bank transactions manually inside the program. Refer to this article for more details: Manually upload transactions into QuickBooks Online.

 

Additionally, here are some articles to help you manage newly added bank transactions inside your company file: Categorize online bank transactions in QuickBooks Online.

 

We'll be around to extend a helping hand if you require further assistance connecting a bank account inside QuickBooks. Visit us or comment below so we can respond and provide the help you need. Keep safe.

Chrea
Level 8

Trying to link bank acct. Went to Bank Transa.. then link acct, selected bank, logged into bank acct, but then nothing. QB window say it'll return me, but doesn't. ??

@SELawton 

Try opening your QBO account on any private/incognito browser.

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