Hi there, megan.
I understand the importance of connecting your IOLTA account to QuickBooks Online (QBO). I'm here to ensure this gets sorted out.
Normally, the transactions automatically download and categorize once the account is successfully connected.
Since you've encountered an error, I suggest logging in to your bank’s website to check. Doing so helps us verify if the issue may be on the bank’s end. I'll show you how.
First, get the URL QuickBooks uses to connect:
- Go to Transactions, then select Bank transactions.
- Select Link account. Note: You won’t add an account, you just need the listed URL.
- Search for your bank and select it.
- Copy the URL listed for your bank.
- 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:
- Check your account for messages, notifications, or alerts.
- Look for any display issues as you navigate the website. These can block QuickBooks from downloading new transactions.
- Check your bank’s website for any announcements about new security requirements.
If this isn't the case, I suggest accessing your account using a private window. This way, we can determine whether this is a browser cache-related issue. The browser utilizes cached data to load web pages quickly. However, excessive cache can lead to problems that impact the appearance and functionality of your account. Here are the keyboard shortcuts:
- Safari: Command + Shift + N
- Google Chrome: CTRL + Shift + N
- Mozilla Firefox or Microsoft Edge: CTRL + Shift + N
If the transactions show, clear the browser's cache. It deletes all the data from your browser and optimizes its performance. Using other supported browsers also helps us verify if this is a browser-specific issue.
In the meantime, you can manually upload the data from your account into QuickBooks Online.
Additionally, you can explore the following resources to assist you in effortlessly managing your transactions and accounts:
I'll be around if you need more help managing your books with your QBO. Keep me in the loop by tagging me in your reply. Keep safe!
