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singhtechindia-g
Level 1

I am facing issue linking account with State Bank of India. Can anyone guide me?

 
5 Comments 5
MJoy_D
Moderator

I am facing issue linking account with State Bank of India. Can anyone guide me?

I can help you with resolving the issue you're having to connect your bank successfully, @singhtechindia-g.

 

Can you tell me more about the error message or code that you're encountering? That'll help us provide an accurate solution to the error you're having.

 

Try to check you have the correct user ID and password for the bank account. You can follow the steps below to confirm your credentials.

 

  1. Go to your online banking account and take note of the web address. 
  2. Sign in with the user ID and password you have. 
  3. If you sign in successfully, then you know the user ID and password are correct. If you get a sign-in error, follow your bank’s instructions to get your user ID, reset your password, or both.

 

After confirming, you can follow the steps outlined in the following article to connect your bank successfully: Fix bank error 103.

 

Here's what you can do if you don’t see your recently downloaded bank transactions in QBO: What to do if you get a bank error or can't download transactions in QuickBooks Online.

 

Let me know if there's anything else that I can help in connecting your bank account. I'm always here to assist. Take care and have a great rest of the day!

Manish1234
Level 1

I am facing issue linking account with State Bank of India. Can anyone guide me?

Hi,

For the first time, I am trying to connect the SBI Corporate account (vistar) but it is taking too long time to connect, but then eventually it says try after some time. and now this is going since a weeks time. I have tried to search by copying the URL of www.sbionline.com/corporate but couldn't find the exact link for corporate (vistar) account. Instead i have found www.statebankofindia.com. but of no use.

 

Kindly let me the reason for the same. I have tried by creating new account too.

Adrian_A
Moderator

I am facing issue linking account with State Bank of India. Can anyone guide me?

Hello there, Manish1234.

 

Let's run some steps to identify why you're unable to connect your SBI account.

 

To start with, let's try linking your account to QuickBooks on a private window. There are instances that issues like this occurs when the system encounter cache traffic. You may use these keyboard shortcuts to open one:

 

  • Google Chrome: Ctrl Shift N
  • Mozilla Firefox: Ctrl Shift P
  • Microsoft Edge: Ctrl Shift P
  • Safari: Command Shift N

 

If it works, you can go back to a regular browser and clear its cache. Once a cache is piled up, it can cause some unexpected happenings on the opened pages like QuickBooks.

 

You can also switch to a different supported browser like Google Chrome, Mozilla Firefox, Safari, or Microsoft Edge.

 

Once connected, the system will automatically download the latest transactions. From there, you can categorise them. Here's an article as your guide: Categorise and match online bank transactions in QuickBooks Online.

 

Let me know how these steps work on your end. Keep safe!

Manish1234
Level 1

I am facing issue linking account with State Bank of India. Can anyone guide me?

No, it didn't helped. Even after trying by clearing the cache and in private browsing. the error still persist. 

Is there anything i can follow up with the SBI bank as they are unware about quick book auto linking with the SBI bank internet banking. So, is there any specific question or technical term which i can ask the bank to correct the error of the same.

Rea_M
Moderator

I am facing issue linking account with State Bank of India. Can anyone guide me?

Thanks for the update, @Manish1234. I'm here to guide you on the next steps you need to take care of your SBI bank connection issue with QuickBooks Online (QBO).

 

Currently, the connection between SBI - Corporate (Vistaar) and QBO is available.

 

However, since the error you've encountered persists after performing the steps above, I'd recommend contacting our Customer Care team. They can open a case/ticket and forward it to our product engineers for further investigation. To do this, here's how:

  1. Sign in to your QuickBooks Online company.
  2. Select Help (?).
  3. Go to the Search tab and click the Contact Us button.
  4. Enter a brief description of your concern (i.e., SBI bank connection) in the What can we help you with? field.
  5. Select Continue or Let's talk.
  6. Choose the Chat option (available from Monday to Friday, 2:00 pm - 8:30 pm GMT+8). 

 

Once the issue is resolved and SBI bank is connected, your transactions are automatically be downloaded. All you have to do is review and/or match them to the existing entries in QBO. This way, you can keep your financial data accurate. For the step-by-step guide, you can refer to this article: Categorise and match online bank transactions in QuickBooks Online.

 

Also, I'd recommend reconciling your SBI bank account every month. This way, you'll be able to match your real-life statements and detect any possible errors accordingly. To know more about this, you can refer to this article: Reconcile an account in QuickBooks Online.

 

Please don't hesitate to comment below if you have other banking concerns and questions about managing transactions in QBO. You can drop a comment below, and I'll gladly help. Take care and stay safe always, @Manish1234.