Bryan_M
QuickBooks Team
QuickBooks Team
2 weeks ago

Manage Your Account

Good day as well, @Tilting8520. I understand how it is challenging to perform your banking tasks, especially when you cannot connect your bank account with QuickBooks Online (QBO). I am here to assist you in making sure you can link your financial institution to our software.

 

Since you posted in the connection issue thread of First National Bank (FNB), I consider that this is also the institution you want to link in QBO. 

 

There are several reasons why you are unable to connect it to QuickBooks. I will jot down a point below:

 

  • Incorrect login credentials when trying to link the bank account.
  • The bank's URL you are using is not updated, or they have changed their name.
  • There is a maintenance issue with your bank in relation to linking it to any financial software.

 

If you have used the correct credentials, you can proceed with logging in to your online banking account and check some notifications about connection maintenance. If you see one, your bank will give you instructions about what you can do to connect your bank to QBO. If you didn't see notifications on your bank's website and still see the error, even after refreshing your browser, reach out to your financial institution's support. 

 

In the meantime, you can manually upload your bank transactions in QBO so you can still continue your tasks without delay. Here's how:

 

  1. Go to the Transactions tab and select Bank Transactions.
  2. Choose an account tile where you want to upload them.
  3. From the Link account dropdown, select Upload from file.
    Bnaking.png
  4. Place the file you downloaded from your bank in the provided field, and make sure it is in the acceptable format in QuickBooks. You can check it in this article: Manually upload transactions into QuickBooks Online.
  5. Click Continue and follow the on-screen steps.
    banking 2.png

 

After that, once you have confirmed that there is no issue on your bank's end, you can contact our live support team to assist you in navigating the root cause of this and direct you to the correct resolution. 

 

The essentiality of connecting your bank to QBO is helpful, especially for automation and convenience in placing your entries in the software. You can always leave a comment below if you have additional questions. 

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