Let's get your bank information added to your QuickBooks Online (QBO), @bmas1. That way, we can accurately record your business's financial transactions and track them within the application.
First off, I'd like to clarify if you're referring to connecting your bank account and encountering the same error above. If so, can you share with me what bank institution you are in? We can also check your bank website for any ongoing maintenance that hinders the application from connecting to your QBO application.
Once logged in, check for any updates, messages, or notifications. The message should outline any procedures you must take if you must take any action. Moreover, here are some usual messages about:
- New terms of service
- Announcements about maintenance or other site changes
- New offers
If none, we can perform browser troubleshooting steps that address unusual behavior that usually occurs on cloud-based applications like QBO. We can start by accessing your account through an incognito or private browser. To open, use the keyboard shortcuts below:
- Google Chrome: press Ctrl + Shift + N
- Mozilla Firefox: press Ctrl + Shift + P
- Safari: press Command + Shift + N
If the same thing happens, we can use the other supported browsers which help us narrow down the problem and identify if the issue is specific to your current browser.
Once resolved, you can check out these articles on categorizing your transactions and reconciling your account. Doing so will put your transactions in the correct category and avoid any discrepancies in your books:
As always, you can tap us here in the Community whenever you need assistance with banking concerns or managing your transactions, @bmas1. Just hit the Reply button to start posting them here.
