- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Banking
Hi there, @oazze. I understand the frustration being caused when a bank account isn't working or connecting with QuickBooks. I'm here to help you link your account to download your transactions automatically.
Once your financial institution updates its credentials, you also need to change it in QuickBooks to avoid issues.
Here's how:
- Go to the Banking menu.
- Select the tile for the bank account.
- Tap the Edit ✎ icon next to the bank name then, select Edit sign-in info.
- Enter your updated bank password.
- Hit Save and connect.
- Once you see a confirmation message, click I'm done, Let's go!.
For a new connection, enter the accurate username and password after searching for your account.
Once connected, your bank entries will now be added to QuickBooks. You need to approve the way the system categorized them. Here's how to review and categorize downloaded transactions.
If you're still getting the same result, please share with me the exact error message you're getting. This way, I'll be able to check and gather enough details about the issue.
For more tips about handling your banking transactions and accounts, you can check out the topics from this link: Find help with bank feeds and reconciling accounts.
If you have other questions about the connection between your bank and QuickBooks, please feel free to click the Reply button and add a comment below. I'll be right here to provide additional assistance. Keep safe!