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DD112
Level 1

Accounts losing bank connections

 
3 Comments 3
Aldren18
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!

mainah65
Level 3

Accounts losing bank connections

WORST reply EVER.  QBO is having a programming error with the bank accounts.  Mines been happening since FEBRUARY and I am so FREAKING TIRED OF IT, I pay over $2600 for this to work, yet it's not working!  

I've tried to reach QBO support forever, I get NO WHERE.  TDBANK.  I have disconnected, reconnected, cleared cache  IT USED to allow me to RECONNECT every account every day.  well every time I went to use them, which could be 10 times a day...LONG PROCESS for 8 accounts.... LONG TIMEWASTING process.... SO SICK OF IT. 

NOTHING HELPS.

 

THEN TODAY, I can't even MANUALLY connect 4 of the accounts.  I cleared the stupid cache, I unconnected, re connected, NOTHING.   NO TRANSACTIONS will come through on 4 of the 8 accounts... the others are allowing me to MANUALLY connect and update...so QBO is doing something and it's making it WORSE.  Has ZERO to do with TD.  Had a long conversation with them....it's QBO. 

 

SO   Now that I've wasted hours and hours of my time, #1. I should have a year free subscription,. and QBO NEEDS to fix this problem once and for all...OF COURSE THE PREMIERE SUPPORT THEY PROMISE is a bunch of hogwash and does not exist!   ALL there is is the community....which is others with the same crappy problems and no one to help!   GET REAL QBO!!!!!!!!!!!!!!!  FIX IT!  THIS IS INSANE!!!!!!!!!!!!!! 

 

 

mainah65
Level 3

Accounts losing bank connections

OH AND DOES THE SAME IN AN INCOGNITO WINDOW...so don't even go there....makes no difference.  All the stuff you read in your manual is not working!   We need a REAL tech who can reprogram and fix the bug that is doing this! 

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