It can be challenging when you can't connect to your bank, philippa@butterf. I'm here to help you rectify this issue.
Before proceeding, may I know the name of your bank? This way, I'll be able to check our records for similar reported cases.
If you didn't receive any error messages, I'd recommend signing in to your bank’s website to check if everything is working on their end. Then, manually update your bank connection. Here's how:
- Select Banking or Transactions from the sidebar menu.
- Go to the Banking tab.
- Choose the appropriate bank account.
- Click Update.
You may also 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 and QuickBooks. To do this, I'd suggest accessing your account in a private window. Please refer to the shortcut keys I've listed below:
- Safari: Command + Shift + N
- Google Chrome: CTRL + Shift + N
- Mozilla Firefox or Microsoft Edge: CTRL + Shift + P
Once you're in, head to the Banking or Transactions menu again. If you're able to connect without any issues, let's clear the browser's cache to start over fresh. Alternatively, you can switch to other supported browsers.
Also, certain bank errors block QuickBooks from downloading new transactions. If you happen to encounter one, check out the Step 4 section of this article to guide you in fixing it: What To Do if you Get a Bank Error or Can't Download Transactions.
In case this is your first time, please see this article to connect your bank: Find your Bank or Credit Card Account when you Connect to Online Banking.
When you're ready, you can start categorising and matching your entries to ensure they're added to the correct accounts.
I've got your back if you need more help with managing your online banking in QuickBooks. Just click the Reply button so I can assist you further.
