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NEW Connect to DBS IDEAL direct bank feeds Click here

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Replying to:
ReymondO
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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:

 

  • The bank is performing system maintenance. 
  • There are notifications from their website that need your attention.

 

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:

 

  1. Review your account page for messages, notifications, or alerts. 
  2. Check your bank’s website for any announcements.
  3. Once done, go back to your QBO account to perform manual update.

 

Manually updating your account helps refresh the connection between your bank and QBO. Here's how:

  1. Go to the Banking menu. 
  2. Select Update
  3. Enter your Multi-Factor Authentication (MFA) credentials.
  4. Click Continue update.

 

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.

 

  1. Go to the Banking menu. 
  2. Select the blue tile for your bank.
  3. Click the Edit (Pencil) icon. 
  4. Choose Edit sign-in info
  5. Update your details. 

 

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.