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QuickBooks Team

Re: Its under Capital One - New. But it has to refresh the l...

Hello there, @nolabookkeeper.

 

Thanks for joining us here in the Community! I'm here to provide the steps in resolving this specifically for the QuickBooks product you're using.

 

Based on the screenshot you've added, this error occurs due to the inability of the program to detect the Intuit ID you're using. You need to connect your Intuit User ID to your company file to resolve this.

 

In case you haven't tried yet, here are the steps:

  1. Go to Company at the top menu bar.
  2. Choose My Company.
  3. Sign in using your Intuit website credentials (not your company file credentials).

If you don't have an Intuit login yet, you can click the Create an account button to make one instead. After you've signed in, try connecting to Capital One again.

 

If you're still unable to connect the Capital One Bank-New account, please contact us. Our phone specialists has the necessary tools to securely look into your account and see what's causing this to happen.

 

To reach us:

  1. Go to https://help.quickbooks.intuit.com/en_US/contact
  2. Choose QuickBooks for Windows.
  3. Select your QuickBooks for Windows version.
  4. Pick a topic.
  5. Click on the Get Phone Number button.

Don't hesitate to let me know as to how things go. I'm always here to take a second look at this for you!