Hello, @tom-hinefitness-.
I'm here to bring you in the right direction to be able to resolve this issue you've currently encountered in connecting your bank account in QuickBooks Online.
I'd recommend contacting our support team again to look into the error further. We check our support hours to ensure that you contact us anytime at your convenience.
Here’s how to get in touch with our representatives:
- Log in to your QuickBooks Online account.
- Click the Help button at the top right corner.
- Go to the Search tab, then select Contact Us.
- Enter a brief discussion with your concern, then click Continue.
- Choose a way to connect with us: Ask the community, Start a chat or Get a callback.
If everything is in order, QuickBooks will automatically categorise transactions downloaded from the bank. For more information, see this article for your reference: Categorise and match online bank transactions in QuickBooks Online.
QuickBooks gets better at categorizing as it uses your bank rules more. Want to set up bank rules? The steps are available here: Set up bank rules to categorise online banking transactions in QuickBooks Online
In addition, you can use this article if you need additional details in reconciling your books: Reconcile an account in QuickBooks Online.
Get back to us if you still need clarification after calling our support team. I'll be right here around the corner. Have a good one.
