Cadence bank recently migrated to a new enhanced portal.
Once the new portal became active, QB online got disconnected with Cadence bank account.
I am not able to reconnect it back even after multiple attempts.
Per Cadence, QB needs to figure this out.
Can someone please help.
I know it can be challenging when you can't connect your Cadence bank account, cowens-equabli-c. I'm here to help you with that.
Before proceeding, did you encounter any error messages when reconnecting your account? Adding additional details will help us provide an accurate solution to resolve this.
For now, let's verify if you can log in to the financial institution's website through the URL the bank has provided us for online banking.
Make sure you can access the accounts through this site by confirming you can see the account summary, account history, and account details without any errors.
If the issue persists, I'd recommend connecting the account via a private window. This helps us determine if this is a browser-related issue. Here are the keyboard shortcuts:
Additionally, I've added these articles that'll help you review your downloaded bank transactions and put them in the correct accounts. This way, you can ensure your record is accurate:
Please update me on how it goes. I'll be glad to provide additional help should you have any other banking-related questions. Keep safe always!
Hi there, @cowens-equabli-c.
The screenshot wasn't attached successfully. Do you mind adding it again? As another option, you can type in the error message in the comment box.
Looking forward to your response.
I have the same issue with Cadence Bank. My Quickbooks does not link my accounts with the bank since April 24th. Cadence changed its URL to https://cadencebank.com/ (Cadence Bank Now Fluent by Cadence). Is there any option to update just the URL of the bank?. I do not want to link my accounts again with the new URL because QB will force me to create new bank accounts under my assets. So each of my cadence bank accounts will show up as double. Are there any solutions to this issue?
Thank you for the details you’ve shared, @JPConstruction. I'm happy to lend a hand with changing your bank's website address.
You’ll want to disconnect and reconnect the old bank account to allow QBO to accept the new bank URL. By doing this, it’ll prevent your bank account from downloading bank transactions, although it remains active in your Chart of Accounts.
Additionally, if you have pending transactions in your For Review tab, they’ll be removed. Thus, you’ll need to add or match them first so they’ll be recorded in the account register.
After that, let’s reconnect the account with the new bank's URL. To do so, enter your most recent login credentials and follow the onscreen instructions.
You can also check out this article for a visual guide: How to use Online Banking, Connect Bank Accounts, and Review your Bank Feed in QuickBooks Online.
You also have the option to manually import your transactions into the program. On the same link, you’ll find the detailed steps you can perform if your account is connected or not to online banking.
I'd recommend reconciling your accounts every month to monitor your business and detect any possible errors. To learn more about this, you can check out this article: Reconcile an account in QuickBooks Online.
If there's anything else that you need help with updating or connecting your bank account, you can always reach out to me. I'll be around to help you some more. Take care.
Utilize the trial version of MT Online to isolate the issue. It is designed to import into any bank or credit card in QuickBooks Online, so there is no specific setting needed. If the same error persists, there is an ongoing problem at your bank or connection.