Employees and payroll

Hello there, ttanner6

Let’s fix the online banking connection with Mountain America Credit Union so you’ll get the most up-to-date transactions.

First, let’s run a manual update on your bank account. This way, it downloads any new transactions within the previous 90 days. Here’s how:

  1. Select Banking from the left menu.
  2. On the Banking page, select Update.
  3. If prompted, enter your Multi-Factor Authentication (MFA) credentials.
  4. Choose Continue update.

Secondly, let’s verify that you can log in to your bank's website. Make sure you’re using the same URL you provided to connect your account to QuickBooks Online (QBO). Here’s how:

  1. Select Banking from the left menu.
  2. On the Banking page, select Add Account.
  3. Search for your financial institution and select from the list.
  4. Click the login URL for your bank's website posted at the top of the window.
  5. Log in using your bank username and password
  6. Verify that you’re able to access your account through this linked website. Log in and confirm that you can see your account summary, account history, and account details without any errors.
  7. Once you verify that you can connect to your bank's online banking website, try to manually update from the Bank Feed again.

The third step is to verify that there are no changes required by your bank. If you can access your bank account on their website, please check for any messages, notifications, or alerts indicating that something isn't working on their end. This is to ensure that the online banking connection will be fixed.

For more information, please run through this article: Fix Online Banking Errors in QBO.

If you’ve tried the steps above but doesn’t work, I’d suggest using the WebConnect process to be able to get the transactions from 11/13/2018 until present. Here’s how:

  1. Sign in to your bank’s website.
  2. Select the date range of transactions you want.
  3. Choose a supported file type for the download file.
  4. Download the file to your computer.
  5. Log in to your QBO account.
  6. Select Banking from the left menu.
  7. From the Update drop-down menu, select File upload.
  8. Browse your computer for the bank file and select.

Keep me posted on how things go after performing the steps above, ttanner6. I’m here anytime you need further assistance. Have a safe weekend!