Banking

I understand the importance of your time and business operations. I acknowledge all the efforts you've put into contacting our support team. Let me guide you through the necessary steps to restore your bank connection, ensuring it functions properly again, netispguy.

At times, financial institutions may need maintenance or encounter server issues. To determine the cause, please check your bank's website and confirm that everything is operating smoothly on their end.

Additionally, some errors may prevent the syncing of your financial data. If you come across any, I'll help you how to fix it. 

First, make sure to: 

• Back up your company file, then match any pending downloaded transactions. 
• Log in to your bank's website outside QuickBooks to check for any pending alerts.
• Ensure you have internet access and the Windows firewall isn't blocking QuickBooks' connection.
• Check if you encounter the error in Bank Feeds Classic Mode. If not, it indicates that your bank's file is most compatible with Classic Mode.

To check if there are issues with your bank's servers, download your transactions in a test company file:

1. In your QuickBooks Desktop, hover over the File menu.
2. Select New Company. Choose Express Start or Start Setup.
3. Set up Bank Feeds for the account you have a problem with. Download your transactions.

Refer to this article for more information: Fix OL and OLSU Bank Feeds errors.

If you have successfully connected your bank after following the steps, let's run the verify and rebuild data tool. It helps identify and resolve common data issues in your company file.

Let's verify the data to ensure there aren't any other issues in the company file.

1. Hover over the File menu, then choose Utilities.
2. Select Verify Data. Click OK to close all windows. 

Now, let's rebuild the company file data to fix any errors or data damage. Here's how: 

1. Open your company file. 
2. Go to the File menu. Choose Utilities.
3. Select Rebuild Data. Tap on OK to close all windows.
4. QuickBooks will prompt you to do a backup before rebuilding your company file. Click OK.
5. Follow the on-screen steps to proceed. Hit OK once done.
   
   

If you're still unable to connect your Citicards using the sample company file, I suggest creating a new account and merging it with the old one. Refer to Step 4 in this article: Fix OL and OLSU Bank Feeds errors.

After completing this method, you can reconnect the account. I recommend consulting your accountant during this process to ensure everything is handled correctly.

Moreover, if you need to access your transactions immediately, you can consider manually uploading them. However, this may result in duplicates once your connection is restored. 

For future reference, you can check out these articles as a guide to managing your transactions and reconciling your accounts: 

• Add and match Bank Feed transactions
• Learn the reconciliation workflow in QuickBooks. 
• Fix issues when you're reconciling. 

By following these steps, you can resolve issues with your bank connection and ensure the transactions are up to date. If you have further questions, feel free to reach out. I'm here to help.