I can help you connect your Kotak bank in QuickBooks, camaheshchada.
Before we start connecting, you'll want to visit your bank's website to check if they have any system maintenance. That's one of the reasons why we experience connection issues. Then, we can try connecting your account using a private browser to help us determine if this is a browser-related issue. To open one, you can use these keyboard shortcuts:
- Chrome: Press Ctrl + Shift + N
- Mozilla Firefox: Press Ctrl + Shift + P
- Safari: Press Command + Shift + N
Then, connect your bank again. If you're able to do so, you'll want to go back to the regular browser and clear the cache. Doing this will remove stored internet files that cause unexpected behavior within QuickBooks. Other supported browsers can alternatively isolate these kinds of issues.
If the bank is having maintenance, you can temporarily bring your bank transactions to QuickBooks by preparing an Excel CSV file, then upload it to QBO manually.
Feel free to read our help articles in case you need additional reference while working with your bank or QuickBooks in the future.
Keep me posted on how this works. I'll be around the corner to keep an eye on your updates. Take care and stay safe!
