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talithavanbiljon
Level 1

Can't link Capitec Bank to QuickBooks keeps giving me error ,even though have updated my online profile?

 
1 Comment 1
ShaniamarieC
QuickBooks Team

Can't link Capitec Bank to QuickBooks keeps giving me error ,even though have updated my online profile?

Welcome to the Community, @Talitha.

 

I am here to assist you with linking Capitec Bank to QuickBooks, as you are experiencing errors even after updating your online profile.

 

To begin I would like to know what specific error you encounter when trying to link your bank account in QuickBooks Online (QBO), I also recommend that you visit their official website to check for any system updates or maintenance activities. That said, you'll want to check their official website to determine if they're updating their system.

 

Alternatively, if your downloads seem stuck, or your latest bank transactions aren’t available, there are three steps you can take to get your transactions downloading again:

 

Step 1: Start a manual download.

 

  1. Go to Bookkeeping, select Transactions, then select Bank Transactions
  2. Select Update.

 

This updates all your connected bank and credit card accounts. The number of transactions in each account tile will increase if QuickBooks downloads new transactions.

If your downloads remain slow or stuck, there may be an issue on your bank's end. Move on to step 2.

 

Step 2: Check your bank or credit card's website

 

First, make sure you check the URL QuickBooks uses to connect your bank:

  1. Go to Bookkeeping, select Transactions, then select Bank Transactions.
  2. Select Link accountNote: You won’t add an account, you just need the listed URL.
  3. Search for your bank and select it.
  4. Copy the URL listed for your bank.
  5. Sign in to your bank or credit card's website using the copied URL.

If you can sign in, it's a good sign that there isn't a major issue. Next, check the following:

  1. Check your account for messages, notifications, or alerts.
  2. Look for any display issues as you navigate the website. These can block QuickBooks from downloading new transactions.
  3. Check your bank’s website for any announcements about new security requirements.

If everything looks good, go back to QuickBooks and follow step one.

 

Step 3: Update your bank info in QuickBooks

 

Did you recently update anything on your bank’s website, like your account number, username, or password? If so, update that info in QuickBooks as well:

 

  1. Go to Bookkeeping, select Transactions, then select Bank Transactions.
  2. Select the tile for the bank account. Then select the Edit ✎ icon.
  3. Select Edit sign-in info.
  4. Update your info as needed.

 

Fix specific bank errors

 

Bank errors often block QuickBooks from downloading new transactions. You can follow this article based on the error code you are experiencing: Troubleshoot and fix banking errors

 

Furthermore, I've added these articles to help Learn how to reconcile your accounts so they always match your bank and credit card statements also, how to use bank rules to automatically categorise transactions from your bank in QuickBooks Online:

 

 

Keep me posted if you have any additional questions or concerns with connecting your bank to QuickBooks Online. I'll be right here to help. Keep Safe!