Hi, @JCQ76. Allow me to chime in and help you with connecting bank in QuickBooks Online.
There are times that an issue like this occurs when we encounter a browser-related issue. We can fix this by running some basic troubleshooting steps.
I suggest performing the steps through a private window. It's the best place to check browser-related issues while working with QuickBooks. To save you time, use either of these keyboard shortcuts:
- Google Chrome: Ctrl + Shift + N
- Safari 11 or newer: ⌘ + Shift + N
- Mozilla Firefox: Ctrl + Shift + P
- Microsoft Edge: Ctrl + Shift + P
If it works fine, you can go back to your original browser and clear its cache to start fresh. You can also use another supported and up-to-date browser to narrow down the result.
When everything is all set, you can do a manual download for your transactions or check your bank’s website to see if there’s an issue in their end.
From there, you can now update your bank info in QuickBooks Online.
Here’s how:
- Go to the Banking menu or Transactions menu.
- Go to the Banking tab.
- Select the tile for the bank account. Then select the Edit ✎ icon.
- Select Edit sign-in info.
- Update your info as needed.
In addition, I've got this helpful resource to guide you further on what to do if you get a bank error or can't download transactions in QBO.
Also, you can read through this link if in case you’re ready to categorize the transactions. Then, proceed with your reconciliation to keep track of your statements and balances.
If you have any other banking concerns, let me know by adding a comment below. I'm more than happy to provide additional assistance. Have a good one!
