I appreciate you posting to the Community, @ballie-thebear. When you encounter a bank connectivity issue, one possible cause is ongoing maintenance or a system issue on your financial institution's end. Let me share more details about this matter.
If it's the case, I recommend getting in touch with them directly. That way, they can provide updates, and you can get your bank transactions with the file available. Then, convert it to a CSV format. Here's an article for guidance to ensure your data is in the correct format: Format CSV files in Excel to get bank transactions into QuickBooks.
Once you get your transactions, manually upload them to QuickBooks. Here's how:
- Go to the Transactions menu, then select Bank transactions.
- Choose the blue tile for the account you want to upload the transactions into.
- Click the Link account dropdown, then Upload from file.
- Select the Drag and drop or select files to upload the saved file of your transactions.
- In the Select account dropdown, select the account you want to upload the transactions into and click Continue.
- Follow the onscreen steps to match the columns in the file with the correct fields in QuickBooks. Then select Continue.
- Select Yes and Done.
Additionally, you can refer to this article for details: Manually upload transactions into QuickBooks Online.
When everything is all set, you might want to review these handy resources to organise your transactions seamlessly:
You can always reach back out if you have other questions or concerns besides linking your online banking. I'm happy to lend a helping hand.
