I want to ensure you'll be able to connect your bank account to QuickBooks, @Patrick2B.
In most cases, bank connection issues happen when:
- The bank is performing system maintenance.
- There are notifications from their website that need your attention.
To check, log in to your bank's website to review if there are alerts that need your attention. Once signed in, perform the following steps:
- Review your account page for messages, notifications, or alerts.
- Check your bank’s website for any announcements.
- Perform the needed action (if there's any).
- Go back to QuickBooks, then connect your account.
You can also connect your account using a private window. This way, we can determine if it's a browser-related issue. Sometimes too much cache accumulated in a browser can cause unexpected behavior with the product. Simply press these shortcut keys:
- Google Chrome: press Ctrl + Shift + N
- Mozilla Firefox and Microsoft Edge: press Ctrl + Shift + P
- Safari: press Command + Shift + N
If this works, you can clear the cache and cookies of your browser. If not, you can use another supported browser. Possible that your current browser may have a temporary issue with QuickBooks.
Once resolved, let's go to the Transactions tab and categorize the transactions to ensure your financial records are correct. To learn more about this process, visit this article: Categorising Transactions.
Be sure to keep in touch by leaving a comment below. We want to ensure this matter gets resolved. Have a good one!
