Hi there, katyordy.
Our engineers have been informed about this and they're already checking what's causing the issue to rectify it as soon as possible. You'll want to give us a short call. This way, we can directly add your contact information to our notification list.
You can follow the steps below to connect with us:
- Click the Help (?) icon at the top right.
- Select Contact Us.
- Enter "Unable to connect" with your bank's name in the description.
- Hit Let's talk.
- Select Start messaging or Get a callback.
Please check out our support hours to ensure we that we address your concern on time.
We're unable to provide a time frame to when this will be resolved. Rest assured, we'll be sending you an email once we get this sorted out and I will also keep this thread updated.
For now, we can manually upload your bank transactions to your QuickBooks account. You can go to your bank's website and follow the instructions on how to download them. I've listed our supported file formats below:
- Comma-Separated Values (CSV)
- QuickBooks Online (QBO)
- Quicken (QFX)
You follow these steps in uploading the file:
- Select Banking from the sidebar menu, then click the Banking tab.
- Hit the Upload transactions button.
- Click Browse, then choose the file you downloaded from your bank.
- Select the account you want to upload the transactions into from the QuickBooks account ▼ drop-down menu, then select Next.
- Follow the on-screen instructions, then click Next.
- When you’re ready, hit Let's go.
Once done, you can go back to the Banking menu to match and categorize your bank transactions.
I'll be right here to keep helping if you have any other concerns or questions about banking.
