Hi BGEA,
Thanks for posting in the Community!
Let me provide some basic troubleshooting steps to see if this can fix the issue.
First, use a private window to access QuickBooks. This will prevent the use of cookies stored on the computer.
You can access this by pressing the following commands:
- Google Chrome: press Ctrl + Shift + N
- Mozilla Firefox: press Ctrl + Shift + P
- Safari: press Command + Shift + N
Then, log in to QBO file and let's do a banks sign in information using the steps below:
- Go to Transactions and select Bank transactions.
- Select the bank or credit card account you need to update.
- Select Edit ✎.
- Select Edit sign in info.
- If your web browser auto-fills the user ID and password fields, clear them. This ensures your browser doesn’t put in old info by mistake.
- Manually type in the user ID and password for your bank account. If your bank offers a Show option, select it so you can confirm you entered the password correctly.
- Select Save and connect.
Note: If you are not using a bank token/OTP kindly do not enter Y/N and just click on Skip or Next.
Check if the bank account gets connected and new transactions have downloaded. Furthermore, kindly check if you can log in to your banks website successfully.
In the meantime you can consider importing the transactions via our CSV file upload process or enter them manually into QuickBooks.
Post again in the Community if you have further concerns. I am around to help you.
