We're here to ensure everything is running and working seamlessly, @Cathyj0911.
May I know your bank's name and the error message you're getting when linking it to QuickBooks? Some banks have multiple names on our list. You can try logging in to all bank's extensions if there are multiple results when you search it.
Here's how:
- Go to the Banking menu.
- Select Connect account.
- Enter the name of your financial institution. When it appears, select it from the list.
- Select the link to go to your bank's website. This opens a new window.
- Make sure you can access your account through this site. See if you can view your account summary, account history, and account details without any errors.
- If you can access everything, sign out of the financial institution's website.
- Go back and continue to add the account in QuickBooks Online.
- Continue to add the account to QuickBooks Online.
You can also refer to this article for additional information: Find Your Bank or Credit Card Account.
If you're still unable to connect it, you may have accumulated too much historical data. Whenever you visit a website, it saves some information from the web page in its cache and cookies. These files allow the websites you visit most often to load faster. Not to worry, clearing them will do the trick.
First, let's try accessing your account through an incognito window to rule out the possibility of a webpage issue. You can refer to these shortcut keys to open an incognito window in all supported browsers:
- Chrome: Ctrl + Shift + N
- Firefox: Ctrl + Shift + P
- Safari: Command + Shift + N
If it works, switch back to your regular browser. Then, clear its cache. This way, you can access QuickBooks with a clean slate. You can also use a different supported one.
In the meantime, you can download an updated list of your transactions from your bank's website and upload them to QuickBooks using a CSV file. After you import your transactions in QuickBooks, you can review them in the For Review tab.
I'd be happy to see you again here in the Community. We're always here to help if you need assistance with managing bank feeds. Have a good one.
