Anyone else having difficulty connecting their bank accounts to QB Online? I called the bank, and it is apparently an error of the side of QB.

Try opening your QBO account on any private/incognito browser.

No luck. According to the bank, QB informed them that it was an error on their side and they were working on it. That was (2) days ago.

If you don't like importing data manually, utilize MT Online for the time being as another option. It is designed to import into any bank or credit card in QuickBooks Online, so there is no specific setting needed. 

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

Thank you for the suggestion, but I think I should be able to use what I pay for without having to incur more fees in order to get it to work. This is not the first time this has happened, and to tell clients it could take fro 8-21 business days in order to get my bank account to connect due to an internal issue, is unacceptable. I clearly need to look into other reliable options.

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@amy158 wrote:

I clearly need to look into other reliable options.

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If the same issue persists, time to consider migrating to another accounting app and purchase a 3rd party conversion service if required.

@amy158 bank name and error message?

Thanks for getting in touch with the Community, amy158.

It's possible there could be an existing investigation about your financial institution connecting with QuickBooks. To verify my understanding, what bank are you using? Once I have this information, I'll be able to conduct further research.

In the meantime, I'd like to help you check a few things. When searching for your financial institution, you'll sometimes see multiple names. If you haven't tried any other options you might be seeing which match the bank's name, let's try that to see if you're able to link your account.

Here's how:

1. In the left navigation bar, go to Banking, then Add account.
   Search for your bank's name and choose it from the list.
2. A new window will open to their website. Make sure you're able to access your account through the online portal by verifying that you can see its summary, history, and details without any errors displaying.
3. If you can sign in to your account successfully and see no errors, sign out of their website and continue adding the account in QuickBooks.
4. Follow the onscreen instructions to continue connecting your account.

If you're still unable to connect, I'd recommend checking your browser. It's possible this could have something to do with temporary internet files. Browsing applications store these types of records, but sometimes they can cause issues with certain webpages. You can open a private window and check to see if you're able to connect the account.

Here's how to access incognito mode in some of the most commonly used web browsers:

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

If it's still not connecting while browsing privately, it's safe to say this problem's being caused by your browser. It can be fixed by clearing cached data and Intuit-specific cookies.

In the event it continues occurring while using incognito, you'll initially want to try switching to another browsing application.

Here's a list of supported browsers:

• Google Chrome
• Mozilla Firefox
• Microsoft Edge
• Safari 11 or newer

You can also check a browser's compatibility with your books by utilizing our browser health checkup tool. QuickBooks supports the current and two previous versions of browsers. If you find that you're using an older version, make sure to update it to its latest release. Steps for doing so can be found on the particular company's website.

In the event you've found no problems that could be causing this with your browser, I'd recommend using a different device and/or internet connection. If it continues happening on other devices and/or internet connections, you'll want to get in touch with our Customer Care team. They'll be able to pull up your account in a secure environment, conduct further research, and create an investigation ticket if necessary.

In the meantime, you can use your Web Connect feature to manually upload transactions.

Please feel welcome to send a reply if there's any questions. Have a lovely day!

@amy158 , I guess these steps won't matter anymore since the bank already said it's a qb issue. Besides, they could link their acc so they've chosen the right account type/name