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suhas-globalsinc
Level 1

Hi, I am unable to connect to Indian Overseas Bank Account. Everytime it tells its under Maintenance and I checked with my Bank and checked myself too, its working well

 
1 Comment 1
SarahannC
Moderator

Hi, I am unable to connect to Indian Overseas Bank Account. Everytime it tells its under Maintenance and I checked with my Bank and checked myself too, its working well

Hello there, @suhas-globalsinc. Welcome to QuickBooks Community!

 

Once your bank account is connected to QuickBooks Online, the new transactions will be downloaded automatically. If the program stops downloading new bank data, there's an option to do a manual update that can help in bringing in the transactions. You can follow these steps:

  1. Go to the Banking menu.
  2. Within the Banking, click the Update button and wait for it to load.

 

If it won't work, we can update your bank information, like your username or password. This will refresh the connection: 

 

  1. Still, go to the Banking menu.
  2. Select the Banking tab.
  3. Select the Edit ✎ icon in the tile for the bank account you want to update.
  4. Select Edit sign-in info.
  5. Update your account info.
  6. Then, click the Save and connect button.

 

If it persists, you can manually upload the bank transactions using the CSV file to continue bringing them to QuickBooks. First, download transactions from your bank by logging in to your bank's website. Then, follow the given instructions on how to download transactions and save the file on your desktop or anywhere you can easily find it. Once done, upload them to your book by following these steps:

 

  1. Sign to your QBO account and select Transactions on the left panel.
  2. Click Link account drop-down arrow.
  3. Select Upload from file. Then, click the file you've saved on your computer.

You can use these articles as additional reference in fixing bank upload errors, categorizing transactions after imported them, and the reconciliation workflow in QBO:

 

 

Let me know if you have other questions. I'm here to assist you anytime. Stay safe.