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:
- If there is a minor or major update in your bank information such as the bank account number.
- Update in your Online Banking Login credentials.
- Bank outage and other scheduled maintenance.
In the meantime, let's perform a few manual updates to refresh the connection between your bank and QuickBooks Online. Here's how:
- On the left navigation menu, click Transactions.
- Choose Banking.
- Select the respective Bank and hit Update in the upper right. QuickBooks begins updating your account.
- You can do this 2 or 3 times during non-peak hours.
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:
- In QuickBooks, go to the Accounting menu and then select Chart of Accounts.
- Find the bank or credit card account you want to upload the transactions into.
- Select Account history.
- Find and write down the date of the oldest transaction. Usually, the oldest transaction is the opening balance.
Step 2: Get transactions from your bank:
- Sign in to your bank or credit card's website.
- Follow your bank's instructions on how to download CSV files of your transactions to your computer. Every financial institution has different steps.
- Make sure the date range for the download is at least one day before your oldest transaction.
- Download your transactions. Save the file somewhere you can easily find it, like your computer's desktop.
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:
Fix bank error 108.
Fix bank error 377.
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.
