Hi there, support-green-je.
Thank you for visiting the QuickBooks Community. Let me share steps to ensure you're able to connect your bank in QuickBooks smoothly. Beforehand, may I ask for additional information on which specific bank you're using and what particular error you received? I appreciate any further details so I can present accurate solutions.
For now, I recommend signing in to your bank's website to check if there are issues with your financial institution. This way, you can also verify if there are notifications from your bank that needs attention that might cause you to receive an error while connecting the bank to QBO.
- Go to the Banking menu on the left panel.
- Select Link account. Note: You won’t add an account, you just need the listed URL.
- Search for your bank and select it. Then, copy the URL listed for your bank.
- Sign in to your bank or credit card's website using the copied URL.
After that, if you can sign in, it's a good signal that there isn't a major issue. Then, check the following steps below to check any messages.
- Check your account for messages, notifications, or alerts.
- Look for any display issues as you navigate the website. These can block QuickBooks to connect with your bank.
- Check your bank’s website for any announcements about new security requirements.
You can open this article to view extra details: What to do if you get a bank error or can't download transactions in QuickBooks Online. This also provides different banking errors and how to fix them.
Additionally, I've listed below another possible reason why you're unable to connect your bank in QuickBooks Online (QBO).
- Your bank has multiple names on our list. Make sure you have selected the correct listing or have tried all possible links. Search by the banking sign-in URL to ensure you are using the correct listing.
- Your bank does not connect to all types of accounts (for example, personal accounts vs business accounts).
- Your bank is not a participating financial institution.
To fix the issue, you may click this article to see various instructions on how to resolve the problem: Find your bank or credit card account when you connect to online banking.
Lastly, you may refer to this article on how you can review downloaded bank and credit card entries by matching or adding them to put in the correct accounts: Categorize and match online bank transactions in QuickBooks Online.
Please don't hesitate to click the Reply button below and add extra information bout your concern, as I want to make sure this is resolved. I'll be more than glad to share additional insights and assistance whenever you need it. Have a wonderful rest of the day, support-green-je.
