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Buy nowI understand the importance of your time and business operations. I acknowledge all the efforts you've put into contacting our support team. Let me guide you through the necessary steps to restore your bank connection, ensuring it functions properly again, netispguy.
At times, financial institutions may need maintenance or encounter server issues. To determine the cause, please check your bank's website and confirm that everything is operating smoothly on their end.
Additionally, some errors may prevent the syncing of your financial data. If you come across any, I'll help you how to fix it.
First, make sure to:
To check if there are issues with your bank's servers, download your transactions in a test company file:
Refer to this article for more information: Fix OL and OLSU Bank Feeds errors.
If you have successfully connected your bank after following the steps, let's run the verify and rebuild data tool. It helps identify and resolve common data issues in your company file.
Let's verify the data to ensure there aren't any other issues in the company file.
Now, let's rebuild the company file data to fix any errors or data damage. Here's how:
If you're still unable to connect your Citicards using the sample company file, I suggest creating a new account and merging it with the old one. Refer to Step 4 in this article: Fix OL and OLSU Bank Feeds errors.
After completing this method, you can reconnect the account. I recommend consulting your accountant during this process to ensure everything is handled correctly.
Moreover, if you need to access your transactions immediately, you can consider manually uploading them. However, this may result in duplicates once your connection is restored.
For future reference, you can check out these articles as a guide to managing your transactions and reconciling your accounts:
By following these steps, you can resolve issues with your bank connection and ensure the transactions are up to date. If you have further questions, feel free to reach out. I'm here to help.