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Everything you need to know about connecting your bank and credit cards in QuickBooks Online

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Replying to:
IamjuViel
QuickBooks Team

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This is not the service we want you to experience, @JCausley.

 

I understand the impact of any delay of not being able to connect your bank with QuickBooks. That being said, let me share additional information to make sure you're able to resolve this ongoing connectivity issue.

 

On the other hand, @Mollcons is correct. You'd want to make sure to use a regular browser when linking your bank. 

 

In the meantime, let's access your QuickBooks account using a private browser or an incognito window to isolate the issue. You can use any of these keyboard shortcuts: 

  • Press Ctrl Shift (Google Chrome).
  • Ctrl Shift (Firefox).
  • Control Option (Safari).

Once logged in, you can follow the steps shared by my colleague, @MaryLandT to connect your bank. If you're able to successfully link your bank, you'd want to consider clearing your regular browser's cache. The stored browsing history in your regular browser can affect the program's performance.

 

If the issue persists, I'd recommend contacting our Customer Care Team. This way, we can request a formal investigation to determine the root cause of this on-going recurring connectivity concern. Here's how to contact them:

  1. Log into your QuickBooks Self-Employed account through a web browser.
  2. Select the Assistant option in the upper-right corner.
  3. Ask general questions like β€œError when connecting Lloyds bank”.

I'm adding these article to help you manage your connected bank accounts and transactions:

Please know the Community has your back if you have other questions. I’ll be right here to assist further.

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