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5thavenuecharlev
Level 1

My bank account and quickbooks are not connected but ive connected them and updated everything

 
1 Comment 1
KlentB
Moderator

My bank account and quickbooks are not connected but ive connected them and updated everything

Let's team up to get your connection restored, 5thavenuecharlev.

 

There are certain errors that prevent your financial data from syncing. If you happen to encounter one, please follow the troubleshooting procedures in the Step section of this article to be guided in resolving it: What to do if you get a bank error.

 

In the meantime, let's perform a manual update to refresh the connection and obtain your latest available transactions. I'll walk you through the steps:

 

  1. Go to Bookkeeping.
  2. Select Transactions, then choose Bank transactions.
  3. Click the account, then tap Update.

 

updatebankconnection.PNG

 

Alternatively, you can log into your bank's website to narrow down the root cause of the problem. Let's check if they have server issues or undergoing maintenance. This occasion stops the data exchange between your financial institution and QuickBooks Online.

 

If everything is working on their end, update the feed again using a private window or other supported web browsers that are already installed to further isolate the problem. It could be that program has a temporary issue with the one you're currently using. Here are the shortcut keys:

 

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

 

Once the entries are downloaded, it's time to review and categorize them. Then, reconcile your accounts so they always match your monthly statements.

 

Don't hesitate to click the Reply button below or start a new thread if you have follow-up questions about bank feeds or need assistance in accomplishing your other tasks. I hope the rest of your day is filled with success and productivity!