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sales-ad-essenti
Level 1

I am trying to connect my kotak mahindra bank account since a month and not able to do it. However, the bank site is working properly and able to access it directly.

 
1 Comment 1
Rasa-LilaM
QuickBooks Team

I am trying to connect my kotak mahindra bank account since a month and not able to do it. However, the bank site is working properly and able to access it directly.

I appreciate you for letting us that your bank’s site is working properly, sales-ad-essenti.


Before performing any troubleshooting, may I know if you encounter any errors? This is to check if the connection problem is similar to the open investigation for Error 105.


Let’s perform a manual update to refresh the connection. Here’s how:

 

  1. Go to the Banking menu on the left panel to select the Banking option.
  2. In the upper right, tap the Update button.
  3. If you see a message about additional authentication, follow the on-screen instructions to complete the process.

Once done, check if the transactions in the Blue tile increase. If nothing new is downloaded and you receive an error, let me share this guide that contains links on how to resolve common online banking errors. Proceed directly to Step 3 to view the list: What to do if you see a bank error or bank transactions won’t download.


However, if you encountered Error 105, I recommend you get in touch with our QBO Care Team. They have to collect sensitive information to add your company to the list of affected users. This allows you to receive an email once there’s progress about the investigation.

 

To contact them:

 

  1. Tap the help menu to open the QB Assistant window.
  2. Enter the issue in the Type something field.
  3. Click the Contact QuickBooks Support link to open another window.
  4. Then, press the Contact Us menu.
  5. Key in the topic in the field box and hit Let’s talk.
  6. Choose Chat for real-time assistance.qbo contact india.png

In the meantime, use the WebConnect feature to fetch new entries. Here’s a guide that will walk you through the process: Manually upload transactions into QuickBooks Online.


For additional resources, this article provides an overview of the troubleshooting when you’re unable to link an account to QBO: Find your bank or credit card account when you connect to online banking.


Reach out to me if you have any questions or need help with QBO. I’m always ready to help you. Have a great day ahead.