Thank you for turning to the Community about your banking concern, davis.
Connecting your bank account to QuickBooks Online is crucial for accessing your banking data efficiently. Let's troubleshoot together to link your Chime account to the online program.
Before we proceed, have you encountered any error codes or messages while trying to link your account? Any additional information you can share will ensure a timely solution.
In addition to 4Gal's response, clear the cache of your normal browser (except for the cookies). This will eliminate any outdated files or data preventing you from linking your Chime account to the online program.
If the issue persists, log in to your Financial Institution's (FI) website and check if everything is working fine on their side or if they're undergoing maintenance. Also, take note of the URL for your bank as you may need the information later.
If everything is good on your FI end, let's proceed and link it to the online program. Here's how;
- In your company, head to the Transactions menu on the left panel and choose Bank Transactions.
- Click Add account or Link account button.
- In the Connect an account page, paste your bank's URL in the Enter your bank name or URL field.
- Select Continue.
- Follow the onscreen steps to connect and complete the process.
In case you run into errors during the connection process, go to Step 4 in this guide to get the link for the specific error code: What to do if you get a bank error or can't download transactions in QuickBooks Online.
Alternatively, you can manually upload transactions from your bank to fetch the latest entries. Also, classify them into the correct category to facilitate an easy reconciliation process. Explore each link below for detailed instructions:
In addition, these resources contain solutions to locate your bank or credit card account as well as solutions to speed up the categorization of your downloaded data. Explore each article below for the complete details:
Stay in touch if you still need further assistance reestablishing your online banking connection or have other banking-related concerns or questions. I'll get back to provide the help you need. Have a good one, davis.
