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MOCraftBeer
Level 1

Is anyone experiencing an issue connecting with their bank through QuickBooks Online? I can access my online banking information fine, so there does not appear to be an issue on the bank's end.

 
5 Comments 5
Kevin_C
QuickBooks Team

Is anyone experiencing an issue connecting with their bank through QuickBooks Online? I can access my online banking information fine, so there does not appear to be an issue on the bank's end.

Welcome to the Community, @MOCraftBeer. I'm very eager to share some workarounds with this connection issue.

 

You can perform some basic troubleshooting steps to isolate the issue. At times, the accumulated cache in your browser causes sync and connection issues between your bank's website and QuickBooks. Start by accessing your QBO account in a private or incognito window.

 

Here are the shortcut keys:

  • Ctrl Shift for Google Chrome
  • Ctrl Shift for Firefox & Microsoft Edge
  • Command Shift for Safari

Once you're in, head to the Banking or Transactions menu again. If you're able to connect without any issues, go back to your regular browser and then clear its cache and cookies to start over fresh. Alternatively, you can switch to other supported browsers.

 

Then, manually update your bank connection to get the latest available transactions. Here's how:

  1. Select Banking or Transactions from the sidebar menu.
  2. Go to the Banking tab.
  3. Choose the appropriate bank account.
  4. Click Update.

If you happen to encounter an error while trying to connect your bank, follow the links listed in the Step 4 of this article: What to do if you get a bank error or can't download transactions in QuickBooks Online.

 

Lastly, here are some articles that you can read to help speed up the reviewing process of your online bank transactions:

Please let me know if I can be of additional assistance by leaving a reply below. I’m always here to help. Thanks for dropping by and have a great day!

MOCraftBeer
Level 1

Is anyone experiencing an issue connecting with their bank through QuickBooks Online? I can access my online banking information fine, so there does not appear to be an issue on the bank's end.

Thanks for these troubleshooting tips. I went through the list and none of the workarounds seemed to help. I keep getting this error message when I attempt to reconnect the account to QBO:

 

"We couldn’t find an account or tax details linked to the info entered.

Did you recently close the account? Contact your bank or financial institution to find out more. (106)"

 

I have not closed the account and I am still able to access my online banking profile without any issues. According to the definition of error 106 - QB may be having issues with the website of the financial institution. 

 

Any other suggestions to try?

AlcaeusF
Moderator

Is anyone experiencing an issue connecting with their bank through QuickBooks Online? I can access my online banking information fine, so there does not appear to be an issue on the bank's end.

Hello @MOCraftBeer,

 

I appreciate you for getting back to us and providing additional information about the result. These details will help us determine the next steps to get you back on track.

 

Allow me to chime in and help you fix the issue with connecting your bank account. Since you're able to access online banking without any problems, I suggest you proceed with contacting our QuickBooks Support Team.

 

Our Customer Support Team for Plus, Essentials, Simple Start is available from 6 AM - 6 PM PT (Monday - Friday). For Advanced, any time, any day. Here's how:

 

  1. Click the Help tab in the upper-right corner.
  2. Go to the Assistant tab.
  3. Click Get help from a human.
  4. Choose Chat with us or Have us call you

 

Additionally, I recommend visiting the following article to know how to download banking data from the website and import it into QuickBooks: Manually upload transactions into QuickBooks Online.

 

Feel free to hit that Reply button if you have additional questions related to QuickBooks Bank feeds. Have a great day ahead.

Fiat Lux - ASIA
Level 15

Is anyone experiencing an issue connecting with their bank through QuickBooks Online? I can access my online banking information fine, so there does not appear to be an issue on the bank's end.


@MOCraftBeer wrote:

Any other suggestions to try?


 

@MOCraftBeer 

Utilize the trial version of SlickConnect to isolate the issue. It is designed to import into any bank or credit card in QuickBooks Online, so there is no specific setting needed. If the same error persists, there is an ongoing problem at your bank.

https://www.moneythumb.com/?ref=110

 

MOCraftBeer
Level 1

Is anyone experiencing an issue connecting with their bank through QuickBooks Online? I can access my online banking information fine, so there does not appear to be an issue on the bank's end.

Logged in today and was able to automatically update without any issues, so it looks like the problem resolved itself. Not sure how, but I'm not worried about it now. I appreciate the quick feedback and helpful tips from this group though. Thanks again!

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