Hi there, @KRWehmeyer.
I'm here to help you rectify this connection issue.
Certain bank errors block QuickBooks from downloading new transactions. If you happen to encounter one, follow the links listed in the Step 4 section of this article to be guided in fixing it: What to do if you get a bank error or can't download transactions.
If you didn't receive any error messages, you can try signing in to your bank’s website to check if everything is working on their end. Then, manually update your bank connection to get the latest available transactions. Here's how:
1. Select Banking or Transactions from the sidebar menu.
2. Go to the Banking tab.
3. Choose the appropriate bank account.
4. Click Update.
You may also perform some basic troubleshooting steps to isolate the issue. At times, the accumulated cache in your browser causes sync and connection issues between your bank's website and QuickBooks. Start by accessing your QBO account in a private or incognito window. Please refer to the shortcut keys I've listed below:
• Ctrl + Shift + N for Google Chrome
• Ctrl + Shift + P for Firefox & Microsoft Edge
• Command + Shift + N for Safari
Once you're in, head to the Banking or Transactions menu again. If you're able to connect without any issues, go back to your regular browser and then clear its cache and cookies to start over fresh. Alternatively, you can switch to other supported browsers.
Lastly, here are some articles that you can read to help speed up the reviewing process of your online bank transactions:
• Categorize and match bank transactions
• Setup bank rules
I'll be right here to continue assisting if you have any other concerns or additional queries. Just leave the details below and I'll get back to you.
