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Get unlimited expert tax help and powerful accounting in one place. Check out QuickBooks Online + Live Expert Tax.

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Replying to:
Maybelle_S
QuickBooks Team

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Thanks for getting back to us, @chris-pulitzerpl.

 

Let's check your bank's website to see if there are issues on your bank's end. You can look for any display problems as you navigate the website. These can block QuickBooks from linking to your bank.

 

If everything is fine, I suggest getting in touch with our Customer Support Team. This way, they can pull up your account securely and help check the cause of the problem.

 

Here's how:

 

  1. Click the Help menu in the upper-right-hand corner.
  2. Type in Talk to a human, then press Enter.
  3. Look for I still need a human and click on it.
  4. Click Get help from a human or Contact Support Team.
  5. Select between Send a messageSchedule an appointment, or Get a callback.

 

I've added this reference about matching and putting transactions in the correct accounts: Categorize and match online bank transactions in QuickBooks Online.

 

Once done, you can review and make sure your transactions match your bank and credit card statements. For complete instructions, check out this guide: Reconcile an account in QuickBooks Online.

 

Please don't hesitate to reply if you have additional concerns about linking your bank account with QuickBooks. The Community is open 24/7 to assist you further. Stay safe, and have a nice day.

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