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Lizaluuu1
Level 2

Connecting a bank account to QBO

Hi everyone, I just migrated my data to QBO and would like to connect to our checkin account for future transaction downloads. When I click the button to connect an account, I receive the attached blank page. Thoughts?

 

thank you!

 

 

1 Comment 1
Rubielyn_J
QuickBooks Team

Connecting a bank account to QBO

Connecting your account seamlessly is crucial for efficient transaction management, @Lizaluuu1.

 

Rest assured, I'm here to help you resolve this matter. 

 

Typically, you should be able to connect your account to QBO. Given that you are only seeing a blank page, we can proceed with troubleshooting steps to address this issue.

 

There are instances when the browser is full of commonly used page resources, which results in errors or odd behavior. Let's use a different or private browser to view your account. You can use any of these shortcut keys to access one:

 

  • Google Chrome: Ctrl + Shift + N
  • Mozilla Firefox: Ctrl + Shift + P
  • Microsoft Edge: Ctrl + Shift + N
  • Safari: Command + Shift + N

 

Next, connect your bank again to your QBO account. Once it's successful, return to your usual browser and clear its cache. This is done to speed up the process the next time you do a transaction in QuickBooks. Also, an alternative way is to use other compatible browsers.

 

You can also review this resource for more insights: QuickBooks Online doesn't load correctly or has blank pages.

 

Once the download is finished, we can proceed with reviewing and categorizing the bank transactions to ensure the precise organization of your charts of accounts.

 

If there are any additional questions or concerns you'd like to discuss, please don't hesitate to reach out. We value your business and are here to support you every step of the way.

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