I wish you didn't face such challenges connecting your bank account to QuickBooks, @nvcpa. Don't worry, I'm here to ensure everything is working seamlessly.
Before we do so, may I know your bank's name and the error message you're getting when linking it to QuickBooks? Some banks have multiple names on our list. You can log in to all bank extensions if there are multiple results when you search for them.
Utilize this article that details the process: Connect bank and credit card accounts to QuickBooks Online.
If the issue remains even after selecting the correct bank, I recommend accessing your QBO account in a private or incognito window to determine if this is some kind of a browser-related issue. These keyboard shortcuts can start a session depending on the browser that you're using:
- Safari: Command + Shift + N
- Mozilla Firefox: CTRL + Shift + P
- Google Chrome: CTRL + Shift + N
- Microsoft Edge: CTRL + Shift + N
Once signed in, reconnect your bank once again. If you're still unable to connect it, I suggest reaching out to our QuickBooks Support team. This way, they can take note of your case and raise a ticket for further investigation if needed.
In the meantime, you can download an updated list of your transactions from your bank's website and upload them to QuickBooks using a CSV file. After you import your transactions in QuickBooks, you can review them in the For Review tab.
If you have additional questions connecting your bank to QuickBooks or other matters that you'd like to discuss, please comment down below. The Community team is here to assist.
