It's not the experience we want you to have, Miranda. I recognise that dealing with connection issues between your Unity Trust Bank account and QuickBooks Online (QBO) has been challenging and time-consuming for you. I'll help you resolve this problem effectively.
Before proceeding, is there any specific error message when reconnecting your bank account to QBO? This information will help us provide appropriate responses.
Moreover, it's possible that your bank is undergoing system maintenance. Therefore, we recommend contacting Unity Trust Bank directly to check if there are ongoing connectivity problems with QBO. Doing so will help you gather essential information to fix possible issues and ensure a smooth integration between your bank account and QuickBooks.
We also suggest using the correct bank website URL when reconnecting your account to the program. Let me guide you on how:
- Go to Transactions and select Bank transactions.
- Click Link account. (You don't need to add an account, just the listed URL)
- Search and select your bank and copy the URL listed for your it.
- Sign in to your bank or credit card's website using the copied URL.
Once you're in, check your account page for messages or announcements about new security requirements. If you recently updated anything on your bank’s website, like your account number, username, or password, update that info in QuickBooks too. For more details, please see this article: Troubleshoot unknown bank and transaction errors.
Once everything is all set, I encourage you to review your downloaded bank and credit card transactions and ensure you put them in the correct accounts. Here's an article you can refer to: Set up bank rules to categorise online banking transactions in QBO.
Ensuring your bank account is reliably connected to QBO is our top priority, Miranda. Please keep us updated on your progress as you work through the steps provided. Whenever you encounter any difficulties, please don't hesitate to reach out immediately. Stay safe!
