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Hansen Lee
Level 1

Has anyone been having problems connecting to maybank?

I can't connect to my bank for updates since October.
1 Comment 1
CharleneMaeF
QuickBooks Team

Has anyone been having problems connecting to maybank?

Hi there, Hansen. It's my priority to ensure you can connect your bank to QuickBooks Online.

 

Did you encounter any error messages when connecting to Maybank? Adding additional details about the prompt you encountered will help us investigate its cause.

 

In the meantime, I suggest logging n in to your bank’s website to check. Doing so helps us verify if the issue may be on the bank’s end. I'll show you how.

 

First, get the URL QuickBooks uses to connect:

 

  1. Go to Transactions, then select Bank transactions.
  2. Select Link account. Note: You won’t add an account, you just need the listed URL.
  3. Search for your bank and select it.
  4. Copy the URL listed for your bank.
  5. Sign in to your bank or credit card's website using the copied URL.

 

If you can sign in, it's a good sign that there isn't a major issue. Next, check the following:

 

  1. Check your account for messages, notifications, or alerts.
  2. Look for any display issues as you navigate the website. These can block QuickBooks from downloading new transactions.
  3. Check your bank’s website for any announcements about new security requirements.

 

If this isn't the case, I suggest accessing your account using a private window. This way, we can determine whether this is a browser cache-related issue. The browser utilizes cached data to load web pages quickly. However, excessive cache can lead to problems that impact the appearance and functionality of your account. Here are the keyboard shortcuts: 

 

  • Safari: Command + Shift + N 
  • Google Chrome: CTRL + Shift + N
  • Mozilla Firefox or Microsoft Edge: CTRL + Shift + N

 

If the connection restores, clear the browser's cache. Doing so deletes all the data from your browser and optimizes its performance. Using other supported browsers also helps us verify if this is a browser-specific issue. 

 

In case the issue persists, I recommend manually uploading transactions into the program. Doing so ensures you can review your transactions and categorise them. Allow me to provide the detailed steps.

 

First, get the transactions from your financial institution:

 

  1. Sign in to the Capitech website.
  2. Follow the instructions on how to download CSV files of your transactions to your computer. Every financial institution has different steps.
  3. Make sure the date range for the download begins at least one day before your oldest transaction.
  4. Download your transactions. Save the file somewhere you can easily find it, like your computer's desktop.

 

Once done, upload them to the program:

 

  1. Go to Transactions, then select Bank transactions.
  2. Choose Upload transactions or Upload from file.
    CharleneMaeF_0-1707275052055.png
  3. Click Drag and drop or select files and add the downloaded file. Then, Continue.
    CharleneMaeF_1-1707275051942.png
  4. In the QuickBooks account ▼ drop-down menu, choose the account you want to upload the transactions. Then, Continue.
    CharleneMaeF_2-1707275052197.png
  5. Set up your file in QuickBooks to match everything, then Continue.
    CharleneMaeF_3-1707275052349.png
  6. Complete the set up to ensure you an import the data successfully.

 

Additionally, you may want to contact our QuickBooks Support Team. They're equipped with tools to check the cause. It'll also allow them to submit a ticket to our engineering team to alert them about the issue if necessary.

 

Please feel free to reach out to me anytime if you require further assistance with online banking, Hansen. My goal is to ensure that you always achieve your desired outcomes in your bookkeeping.