Hello there, @tara20.
I'm here to ensure you're able to connect to your bank account in QuickBooks Online (QBO). This way, you can monitor your transactions and keep your account updated.
Before we start, I'd appreciate if you'd share further details like the name of your financial institution and if you encountered error messages while connecting to your bank account. This way, I can provide the exact resolution about it.
Here are some of the possible reasons you're having trouble connecting your bank account to QBO:
- The bank is performing system maintenance.
- There are notifications from their website that need your attention.
To start, I'd first suggest logging into your bank's website to review if there are alerts that need your attention. Once signed in, perform the following steps:
- Review your account page for messages, notifications, or alerts.
- Check your bank’s website for any announcements.
- Once done, go back to your QBO account to perform manual update.
Manually updating your account helps refresh the connection between your bank and QBO. Here's how:
- Go to the Banking menu.
- Select Update.
- Enter your Multi-Factor Authentication (MFA) credentials.
- Click Continue update.
On the other hand, if you make changes to your bank's website, you'll have to update your bank info in QBO as well to match their account details. Let me guide you how.
- Go to the Banking menu.
- Select the blue tile for your bank.
- Click the Edit (Pencil) icon.
- Choose Edit sign-in info.
- Update your details.
Once your transactions are successfully downloaded, you can now approve the way the program categorizes the transactions. Then, match them against the entries in the system. To learn more about this process, visit this article: Categorise and match online bank transactions in QuickBooks Online.
Please let me know if you have other concerns. I'm just around to help.
