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hannelie-lewoof-
Level 1

I can not get my Standard Bank bank account connected. Any advice?

 
1 Comment 1
FritzF
Moderator

I can not get my Standard Bank bank account connected. Any advice?

Welcome and thanks for dropping by the Community, @hannelie-lewoof-.

 

To check if the browser's cache and cookies are causing this odd behavior, try signing into your QuickBooks Online (QBO) using a private browser (incognito).

 

Here's how:

 

  • Press Ctrl Shift (Google Chrome).
  • Ctrl Shift (Firefox).
  • Control Option (Safari).

 

Once logged in, try to connect the bank again to double-check. Here's how to do it:

 

  1. In QBO, go to the Banking menu at the left pane to get to the Banking page.
  2. Click Add account at the upper right. 
  3. Enter the name of your bank account and select it from the list.
  4. Fill in the username and password you use to access the bank's website, then hit Continue.
  5. Complete the security verification steps your financial institution requires and click Securely connect.

 

If it's successful, return to your default browser and perform a clear cache to refresh the system. However, if the issue persists, try using other supported browsers.

 

If you want more about the connecting bank in QBO, consider checking out this article: Connect bank and credit card accounts.

 

You can also categorise and match the transaction from the Banking page. This ensures your books are accurate and there are no duplicates. Refer to this article for further guidance: Categorise and match online bank transactions in QuickBooks Online.

 

Please let me know if you have any other issues or concerns, and I'll get back to you as quickly as possible. I'm always here to help. Have a good one!