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Banking
Hi, Lighthouse2.
Let me help you go over to your account and have it reconnected with QuickBooks Online. As an initial step, let's verify if you can log in to your bank's website through the URL that it has provided for online banking.
If you're able to log in, make sure to use the same URL when reconnecting your account in QuickBooks Online. Here's how:
- Go to the Banking menu.
- Select the Add account button.
- Past your bank's URL in the Connect an account search box (example: http://www.chase.com).
- Enter your User ID or Email and Password.
- Click Continue.
- Follow the steps to successfully connect your bank.
Once connected, QuickBooks will automatically download your most recent transactions. After that, 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.
However, if you're still unable to reconnect your account, I'd suggest getting in touch with our QuickBooks Online Support. Unlike in this public forum, they have the tools required to perform any escalations in the system whenever necessary on your behalf.
I've got your back if there's anything else I can help with online banking or anything in QuickBooks. Have a good one.