cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
NEW Connect to DBS IDEAL direct bank feeds Click here
catherine26
Level 1

Hello, My name is Catherine and I have enroll QuickBooks. I have a problem with bank account. Please kindly contact me by email, thank you. My email: xxxxxxxxx@xxxxxx.xx

 
1 Comment 1
RaymondJayO
Moderator

Hello, My name is Catherine and I have enroll QuickBooks. I have a problem with bank account. Please kindly contact me by email, thank you. My email: xxxxxxxxx@xxxxxx.xx

Hi there too, @catherine26

 

My name is Raymond, and I'm here to offer two possible scenarios and solutions regarding your issue. I'll also point you in the right direction to get an email from us. 

 

If this is referring to your bank connection in QuickBooks Online (QBO), these are the possible reasons:

  • The bank is performing system maintenance. 
  • There are notifications from their website that need your attention. 

 

To fix this, let's manually update your bank account.

  1. Go to Banking from the left menu. 
  2. Select the blue tile for the bank account.
  3. Click Update.

 

If the update doesn't work, I recommend signing in to their website to check if there are alerts that need your attention. Once everything looks good, perform another manual update.

 

You can also update your bank info if you make changes to their website. For the detailed instructions, see this article's Steps 1 - 2What To Do If You See A Bank Error Or Transactions Won't Download

 

Once done, you can categorise and match the transactions to the existing entries in the program. Doing so will help ensure your financial records are accurate. 

 

If this is referring to your subscription payment using your bank account, the card on file may be out of date, invalid, or the card issuer may have declined it. To help fix this, you'll have to update your billing info. It can take up to 24 hours to activate your account. If the issue persists, I recommend reviewing its details by going to this article's Step 2

 

Aside from the card info, you can update the other details, such as company type. You can also view your payment history from the Billing & Subscription tab. 

 

For your second concern, we have updated our support options since we value data security in this forum. Thus, we're unable to contact you via email from this platform. I'd recommend using the Start a chat feature from the Help menu. They can securely access your account and help resolve your "bank account" issue timely. I'll guide you how. 

  1. Go to the Help menu at the upper right. 
  2. Choose Contact Us
  3. Enter I have a problem with bank account. Kindly contact me by email. in the What can we help you with? box. 
  4. Click Let's talk
  5. Select Start a chat. 
  6. Enter your contact info and further details about your concern on the pre-chat window. 
  7. Click Submit

 

The screenshot below shows you the third to fifth steps. 

StartAChatFromTheHelpMenu.PNG

 

Lastly, I recommend visiting our resource hub to efficiently manage your banking transactions. For QBO account concerns, see this link instead: Managing Account.

 

I'll lend a helping hand if you need anything else. Keep safe always, and stay healthy.