Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
Hello there, @Buck Tsai.
I'm here to ensure you're able to connect to your bank account in QuickBooks Online (QBO). This way, you can download your transactions and keep your account updated.
Before we start, can you share the error message you encountered while connecting the Standard Bank to QuickBooks? Any further info would be appreciated.
Here are some of the possible reasons you're having trouble connecting your bank account to QBO:
To start, I'd first suggest logging into your bank's website to review if there are alerts that need your attention. Once signed in, perform the following steps:
Manually updating your account helps refresh the connection between your bank and QBO. Here's how:
On the other hand, if you make changes to your bank's website, you'll have to update your bank info in QBO as well to match their account details. Let me show you how.
Once your transactions are successfully downloaded, you can now approve the way the program categorizes them. Then, match them against the entries in the system. To learn more about this process, visit this article: Categorise and match online bank transactions in QuickBooks Online.
Just tag my name in the comment section if you have any other concerns or questions. I'll get back to you as soon as I can. Stay safe.