Thanks for getting in touch with the Community, PSDT.
To verify my understanding, can you tell me the name of your bank? This will help me to research on our end if there's any ongoing investigations related to them working with the Online Banking feature.
It'd also be helpful to know if there's any error messages you're seeing when the connection fails. Feel welcome to provide screenshots if you can.
In the meantime, there's a few things you can try for troubleshooting. Initially, I'd recommend signing in to your account on their website and checking for any messages or notifications about maintenance or changes. Sometimes these can cause issues with an account connecting to QuickBooks. If there's any alerts you need to acknowledge, be sure to follow the financial institution's steps.
There's also some banks which require a Multi-Factor Authentication (MFA) code for updating your account while connected to QuickBooks. If this is the case, you'll need to enter your code to proceed with the update.
Also, if you recently made any changes to your sign in credentials on the financial institution's side, you'll need to update that information in QuickBooks to enable Intuit to connect with your bank account.
Here's how:
- In the left navigation bar, go to Transactions, then Bank transactions.
- Click your account's tile to choose it.
- Hit its Edit (Pencil) icon.
- Press Edit sign-in info.
- Update the information as necessary and save it.
- Initiate another manual download by clicking Update.
If you're still unable to make a successful connection, I'd recommend accessing QuickBooks with a supported browser in incognito mode.
Here's how to access incognito mode in some of the most commonly used browsing applications:
- Google Chrome: Ctrl + Shift + N
- Mozilla Firefox: Ctrl + Shift + P
- Microsoft Edge: Ctrl + Shift + P
- Safari: Command + Option + P
In the event you're able to connect in private browsing, you'll want to clear cached data and Intuit-specific cookies to fix the issue.
If the connection problem continues occurring in incognito mode, you can check that you're using a supported browser. You can refer to our System requirements article to confirm you meet each requirement. Not meeting a minimum requirement could result in QuickBooks not functioning as intended.
In the event you're still unable to connect with your bank account, you can manually upload transactions for the time being. You can also get in touch with our Customer Care team and troubleshoot further with them. If they're unable to solve it with you, they have the ability to initiate an investigation about what's occurring.
I've also included a detailed resource about working with bank feeds which may come in handy moving forward: Bank errors & missing transactions
Please feel welcome to send a reply if there's any questions or additional information you'd like to provide. Have a wonderful Wednesday!
