IntuitSheila
Level 8

Getting started

Welcome to the Community, Vanessa.

 

I understand you're having fundamental issues with your bank account connection for your Warwick Credit Union account in QuickBooks Online. We're unable to ask for your account details here for your security. However, let's  use the trouble shooting steps below to help rectify the situation. 

 

To start with, use a new incognito window or a different supported browser. Using an incognito window does not store any data file.


Here's how:

 

  • Google Chrome: Ctrl + Shift + N
  • Mozilla Firefox: Ctrl + Shift + P
  • Safari: Command + Shift + N

 

Then, log in to qbo.intuit.com and access your transactions tab to update your bank's log in details. Here's how:

 

  1. Click on the Transactions tab.
  2. Click on the bank account you need to update.
  3. Click on the Pencil icon and select Edit sign-in info.
  4. Manually enter your bank's User id and Password.
  5. Click on Update.

Check if new transactions has downloaded. Furthermore, some banks require permission to link your account to another service, such as QuickBooks Online. When you visit your bank's website, verify if this permission is needed and or if there's actions or messages that needs your attention. If it is, follow your bank's instructions to enable it. Alternatively, contact your bank for assistance if required.

 

Let us know if you have additional questions about connecting your bank to QBO. We're here to help you.