- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Banking
Good day, treybones.
I'd be happy to help you with updating your account via QuickBooks Online.
So far, we haven't received similar issues reported. 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. Make sure you're using the same URL in QuickBooks Online.
Here's how:
- On the left pane, select Banking.
- At the top left, select Banking.
- Select Add Account.
- Search and select your bank from the list.
- Click the login URL for your bank's website posted at the top of the window
- Log in using your bank username and password
- Verify that you are able to access your account through this linked website. Log in and confirm that you can see your account summary, account history, and account details without any errors.
By following these steps, you can smoothly update your account in QuickBooks Online. You can also call our Customer Care team for assistance. They can run a screen sharing session to check what's causing this and help you further.
To reach us, please follow these steps:
- Sign in to your QuickBooks Online Company.
- Click (?) Help at the upper right corner.
- Select Contact US on the pop-up.
- Enter a brief description of your concern then hit Continue.
- Click Get a callback.
- Enter your contact information.
- Select Call me.
Also, you may find this article helpful: What to do if bank transactions won’t download.
Please get back to me if you need additional help with updating your account, I'll be around to help.