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Hello ,
I am not able to connect to State bank of india account. i have tried repeatedly and even tried to explain it to your online chat helpline.
when i try to log in through your bank connect system. i enter my bank log in details. and i have to enter captcha words after that it asks to enter an OTP which i do but after that it gives an error to log in again or to check my log in credentials (which i am sure are correct).
I am able to to connect my HDFC bank account but for some reason SBI is not connecting.
It's good to hear from you today, JATINJOT. Let's get your corporate account connected.
Your bank’s connection may be interrupted for any of the following reasons:
In the meantime, let's perform a few manual updates to refresh the connection between your bank and QuickBooks Online. Here's how:
However, if it's still not connecting, you can use our WebConnect feature to bring in the transactions. Let me walk you through the process:
Step 1: Pick a start date:
Step 2: Get transactions from your bank:
To complete this procedure, you can refer to this article (proceed to Step 3): Manually upload transactions into QuickBooks Online. On the same write-up, you'll find links on how to set up bank rules as well as reconcile your account.
Once imported, I recommend editing, assigning, and categorising your transactions. Also, you can match them to the existing entries in the software. Just go to the For Review tab from the Banking menu. Doing so will help you ensure the accuracy of your financial records.
Additionally, did you encounter any errors? If you have, the following articles list different bank error codes and detailed troubleshooting steps to resolve them:
I'm always around to lend a hand if you have more questions about QuickBooks or any bank-related concerns. Just tag my name in the comment section so I can assist you further. Take care and have a good one.
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