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newyorktutor
Level 5

verify financial institution

Error message: QB unable to verify financial institution. It was working a week ago. I've tried switching to Classic bank feeds mode but alas still have the problem

 

2 Comments 2
JasroV
QuickBooks Team

verify financial institution

I admire you for sharing the error message you've countered on your end, @newyorktutor.

 

I'll help you get around the issue you're having with your bank feed. Just to make sure we're on the same page. Are you trying to connect your bank to QuickBooks Desktop (QBDT)?

 

If so, could you please tell me the name of the bank? This allows me to check on my end and provide you with the best solution. Any additional information is appreciated.

 

Nonetheless, I'll provide some insights on how we can go around this issue. To begin with, please ensure you have a stable internet connection. This way, you'll be able to link your bank to QBDT.

 

If this is not the case, I recommend contacting your bank to see if there have been any updates. Changes made as a result of them may also have an impact on the connection between your bank and QBDT.

 

In the meantime, you might want to import your transaction to continue with your work. You can check out the Import Web Connect (.qbo) files section in this resource for reference: Set up bank accounts for Bank Feeds in QuickBooks Desktop.

 

However, if you're trying to upload your transactions and encounter the error message, refer to this article instead: Fix Web Connect import errors. This contains details on how to resolve import issues in QBDT.

 

Once everything is set, you might want to utilize this resource that can help you manage your transactions efficiently: Add and match Bank Feed transactions in QuickBooks Desktop.

 

I'll be around if you need more help with your bank transactions or with your QBDT. Simply tag me in your response and I'll get back to you as soon as I can. Take care!

newyorktutor
Level 5

verify financial institution

Thanks Jasro. I reached out to intuit phone support and they’re working on the issue. Apparently it has some to do with log files not being updated by the bank….we’ll see. 

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