Hi there, Tregs.
To start, can you tell me the name of your bank and if you’ve seen any specific error messages? This will help us figure out what's causing the issue and find the best course of action.
While awaiting your response, please log in to your online banking account to verify if there are any maintenance notifications or error messages that can affect the connection between your bank and QuickBooks.
In the meantime, you can continue your banking tasks by manually uploading your bank transactions. This ensures that your financial data remains up-to-date in our system. Please ensure the file is prepared according to the required format. Here’s a quick guide on how to do this:
- In the Bank Transactions section, click the dropdown icon beside the Link account option.
- Choose Upload from file.
- Select the account you want them to place.
- Upload your file and follow the on-screen instructions to complete the process.
Please don't hesitate to reach out if you have any further questions or need additional assistance. The Community space is available 24/7.
