Manage your account
Thanks for sending a follow-up on this thread, @propertyservices.
I know you've spent a lot of time on this already. I have another step to do to isolate the issue.
I've checked our reports about the investigation and it's already closed/resolved. Let's retrigger your bank connection by doing some tricks mentioned below.
First, I'd suggest doing some fundamental troubleshooting steps. You can follow the steps outlined by my colleague LollyNino_C above.
Second, I'd recommend going to the Banking tab, then click Update. This way, the connection between both your bank and QuickBooks will refresh and isolate the error message.
For more details, check out this article: Download the most recent bank and credit card transactions.
Third, I'd advise checking your bank's notifications. There may be a warning that needs your attention. This way, we can get rid of the problem.
If the issue keeps going, you'll want to consider downloading your transaction manually.
Here's how:
- Sign in to your bank website and follow the instructions on how to download your transactions as a comma-separated value (CSV) file.
- Go to the Banking tab on the left side.
- Click the Link account drop-down and choose Upload from a file.
- Tap Browse and pick the data.
5. Review all the fields, then tap Next.
6. Click Let's go to complete the process.
After that, you can now categorise and reconcile the account whenever you're ready. For more details. check out this page: Manually upload transactions.
Additionally, to learn more about how to resolve bank's issues, you can browse these articles:
- What to do if you get a bank error or can't download transactions
- What to do if you can’t find downloaded transactions
Lastly, could you please let me know your bank's name? This way, I can double-check our reports if there's an ongoing investigation and provide you the exact resolution.
Do let me know if you have any further questions about connecting your bank @propertyservices. I'm here to answer them. Keep safe.
