It seems like you're facing an issue with PayPal Credit not connecting to QuickBooks Online (QBO), and encountering a message that asks if you want to keep the account connected, @Ldorey.
The challenges you're encountering while connecting your credit card account could be due to some recent changes in your bank.
Let's sign in to your bank’s website to check. Then, get the URL QuickBooks uses to connect:
- Go to Bookkeeping, select Transactions, then select Bank Transactions (Take me there).
- Select Link account. Note: You won’t add an account, you just need the listed URL.
- Search for your bank and select it.
- Copy the URL listed for your bank.
- Sign in to your bank or credit card's website using the copied URL.
If you're able to sign in, it's a positive indicator that there isn't a significant problem. Following that, please review the following:
- Check your account for messages, notifications, or alerts.
- Look for any display issues as you navigate the website. These can block QuickBooks from downloading new transactions.
- Check your bank’s website for any announcements about new security requirements.
If everything looks good, go back to QuickBooks and update the connection:
- Go to Bookkeeping.
- Select Transactions, then select Bank Transactions (Take me there).
- Select Update.
If you've recently made any changes to your bank's website, ensure that you also update this information in QuickBooks. For detailed steps, you can check Step 3 in this article: What to do if you get a bank error or can't download transactions in QuickBooks Online.
Once done, you may review and categorize the downloaded bank transactions to make sure that it is categorized correctly. This helps you to organize your charts of accounts accurately.
If you have any other questions or need further assistance with any other aspects of your account or software, please don't hesitate to reach out. Your satisfaction is our priority, and we are committed to ensuring that your experience with our service is a smooth and productive one.
