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etienne3
Level 1

capitec business bank link

why does Capitec Bank block access?

1 Comment 1
ChristineJoieR
QuickBooks Team

capitec business bank link

There may be several reasons preventing you from accessing your account or completing transactions, Etienne3.

 

Before we proceed, did you encounter any errors when attempting to link your bank account? Any additional information you can provide will help me identify if there's an issue related to your financial institution.

 

Please know that blocking access means the bank is implementing security measures to protect its customers’ finances and ensure compliance with both internal protocols and external regulations. In this case, we can contact your financial institution if they're conducting system maintenance or encountering server issues.

 

This issue may also arise due to problems related to the browser. To resolve this, we can clear the browser's cache (but not the cookies) to start fresh. Additionally, we can use another supported and up-to-date browser already installed on your device to narrow down the cause.

 

In the meantime, you can manually add transactions via CSV files.

 

Here's how:

 

  1. Hover your mouse over Transactions, then click on Bank Transactions.
  2. In the Link account dropdown, select Upload from file.
  3. Select the Drag and drop or select files button and then choose the file you downloaded from your bank. Then hit Continue.
  4. In the QuickBooks account dropdown, select the account you want to upload the transactions into. Then click on Continue.
  5. Follow the onscreen steps to match the columns in the file with the correct fields in QuickBooks, then click on Continue.
  6. Choose the transactions you want to import.
  7. Hit Yes.
  8. Once okay, click on Done.

 

Once everything is set, be sure to check out these articles for future reference that will guide you through the steps to categorize your transactions and reconcile your account:

 

 

Please let us know if you require further guidance on this issue by responding below.