MadelynC
Moderator

3rd Party Apps

Let me chime in and help you resolve this, @peterbooth.


I know you’ve spent a lot of time and effort resolving this connection issue. To sort this out, I’d suggest checking your bank website to see if there are updates related to this or needs attention and system maintenance. Please know that QuickBooks is dependent on your bank when adding transactions and in terms of connectivity.


Here’s how:

 

  1. Sign in to your TSB website.
  2. Go to your Notification section.
  3. Check for any messages.


If you find nothing, you can disconnect and reconnect the TSB bank. Before doing so, make sure all pending transactions in the For Review tab are already matched and categorized to prevent losing them. I’m glad to show you the steps:

 

  1. In your QuickBooks Online account, go to the Banking menu.
  2. Select the Banking tab, then click the account you need to unlink.
  3. Click the Pencil icon and click Edit account info.
  4. Put a checkmark on the Disconnect this account on save box.
  5. Tap Save and Close.
  6. Reconnect the bank account.


Once connected, the program automatically downloads your recent transactions. If you see duplicate entries, see this exclude a bank transaction guide to get rid of them.


Moreover, here’s a reference that breakdown steps on how to get entries from your bank or credit cards and manually import them into QuickBooks: Manually upload transactions into QuickBooks Online. It also helps when you’re having connectivity issues and need to match transactions on time so you can immediately reconcile your account.


The Reply option below is always available. You can tap it anytime if you need further assistance with bank feeds. I’ll be here. Keep safe!