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Zoe Lovelock
Level 1

I need to re connect my bank transactions and ive tried 3 times but I keep getting stuck at the section - Which accounts do you want to connect? but won't let me select

 
1 Comment 1
SheandL
QuickBooks Team

I need to re connect my bank transactions and ive tried 3 times but I keep getting stuck at the section - Which accounts do you want to connect? but won't let me select

This is not the experience we want you to have, Zoe.

 

I understand the importance of being able to connect your bank account, and I'm here to ensure that you can successfully do it. We can perform some troubleshooting steps to determine if this issue is browser-caused. I recommend logging into your QBO account in another browser by using an incognito browser.

 

 Here are the keyboard shortcuts you can utilize depending on the browser you are using:

 

  • For Microsoft Edge, press Ctrl + Shift + P.
  • For Safari, press Command + Shift + N.
  • For Firefox, press Ctrl + Shift + P.

 

If the private browsing session doesn't work, you can clear the browser's cache so the system can restart. Also, you can use up-to-date browsers  to maximize your QBO experience.

 

Alternatively, you sign in to your bank’s website to check if everything is working on their end. Look for any display issues or announcements about new security requirements.

 

If you encounter an error, feel free to post a screenshot or add more details below. I also encourage sharing with us the name of your financial institution so I'll be able lay out more solutions.

 

Once everything is back to usual, you might want to learn more about categorizing bank transactions. This helps you put transactions into the correct accounts.

 

Don't hesitate to contact us if you have further concerns about connecting your bank transactions in QBO. The Community forum is always available to assist you.

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