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DD112
Level 1

Accounts losing bank connections

 
1 Comment 1
jAldrenA
QuickBooks Team

Accounts losing bank connections

I am here to help you re-establish the connection between your bank and QuickBooks, DD112.

 

Before anything else, can you please tell me the name of your bank? This way, I can check our records for any reported cases.

 

In the meantime, I recommend reaching out to your bank to inquire about any maintenance updates or requirements for linking with QuickBooks. Once you confirm that everything is in order from your bank's end, ensure that you select the correct bank name when setting up the account connection.

Finally, manually update your bank connection to ensure you have the most up-to-date transactions available.

 

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 the issue persists after trying this solution, it is advisable to clear the cache in your web browser.

 

Sometimes, numerous cached files can cause unusual browser behavior. Let's access QuickBooks Online through a private window.

 

Here are some key shortcuts for accessing a private window:

 

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

 

If accounts are now connected to your bank after this, the root cause of the issue must be from your regular browser. I suggest clearing your regular browser's cache.

After finalizing all transactions, you can review and reconcile your accounts with your bank and credit card statements. For a detailed process, refer to these resources:

 

 

Feel free to let me know if there's anything else I can help you with in regard to your bank transactions. I'm always here to assist you. Have a wonderful day!

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