SarahannC
Moderator

Banking

Hello Janet18, I understand how the bank connection is needed to be back right away.

 

I've checked here on my end and found that there isn't an ongoing issue about the Independent Bank connection in QuickBooks. No worries, I'm here to help you bring your bank data to QuickBooks. 

 

Let's start viewing your bank website to see if there are any alert, notification, or any security requirements that's needs your attention. If everything looks good, you can refresh the connection between your bank and QuickBooks. Here's how:

 

  1. Go to the Banking menu., 
  2. Within the Banking tab, highlight the Independent Bank and  select Update.

 

Otherwise, you need to update your bank information once you make changes from your bank website. If that's the case, let's proceed in the Step 3: Update your bank info in QuickBooks section to complete the process. Check this article to view the details: What to do if you get a bank error or can't download transactions in QuickBooks Online. This article also include solutions about specific bank errors.

 

If the same thing happens, you can disconnect and reconnect the bank account. Once you disconnect it, QuickBooks deletes transactions that still need to be categorized in the For Review tab. With that, I'd recommend categorizing them before doing it. Still, you can bring those transactions (not older than 90 days) once your reconnect the account . 

 

Another way is to bring your bank transactions through CSV file. You may check out this article for more information: Manually upload transactions into QuickBooks Online.

 

To keep your accounts accurate and manage your transactions, you can visit the articles below:

 

 

If you  encounter other issues, please let me know directly by adding another post below. I'll help you anytime, Janet18.