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Banking
Thanks for joining this thread, @TSutter. I'm here to further help you connect your bank to QuickBooks.
May I know the specific bank you're having problems with? Any additional information is a great help so I can provide you with a timely solution. Then, to confirm any connection issues between your bank and QuickBooks Online (QBO), I suggest reaching out to them to check for any maintenance updates, notifications, or alerts you need to take action.
If verified that everything is fine on your bank's end, reconnect it again to QBO and ensure you select the correct name. Here's how:
- Navigate to the Banking or Transactions menu from the left pane.
- Then, click Link account or Add account.
- From the Connect an account window, input the bank's name or URL listed for your bank.
- Next, follow the on-screen steps to connect your account.
To get additional troubleshooting steps with fixing the connecting of your bank with QBO, check out this article: What to do if you get a bank error or can't download transactions in QuickBooks Online.
You also may consider uploading your bank transactions manually in QBO. To do so, you'll need to download them from your bank in a CSV file format.
Once all of your bank transactions are in, you can find them in the For Review tab. This is where you match and categorize them to make sure they belong to the correct account.
Feel free to add your reply below if you have further concerns connecting your bank to QBO. I'll standby to help you out. Have a good one and take care.