KimberlyS
Moderator

Banking

Your patience in dealing with this situation is greatly appreciated, Katee1. We recognize the significance of a smooth banking experience for efficient transaction management. The steps below will help you get assistance from the appropriate support team, ensuring you can reconnect your bank account.

 

Since the issue with your bank connection has been going on since August 2024, I recommend contacting our live support team. They can execute a thorough analysis to uncover its underlying cause and provide relevant and feasible solutions.

 

Here's how:

 

  1. Open your QuickBooks Online company.
  2. Click (?) Help, then proceed to the Search tab.
  3. Enter a question or topic from the designated field or open an article
  4. Select Contact Us at the bottom of the Help panel.
  5. Choose Chat or Callback to talk with an expert.

 

Additionally, please observe their support hours as you initiate the contact process.

 

Alternatively, you can manually upload your financial dealings using a CSV file. If you encounter any issues during the process, refer to this article for guidance: Fix bank upload errors in QuickBooks Online.

 

Furthermore, categorize your income and expenses to maintain accurate and reliable financial records. You may create bank rules to automate the review process.

 

Please pop back into this forum if you have any more questions about bank connections or run into other concerns in QuickBooks Online in the future. We’re always here to help you out.