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If you're unable to connect or download your bank transactions in QuickBooks Online (QBO), you'll want to update your bank manually to refresh the connection between QuickBooks and your financial institution. To do this, follow the steps below:
If you still can’t connect, follow these steps to verify that you can connect to your bank through the link we've provided:
To support connection to your bank account, you'll have to access your accounts through this site. Sometimes a financial institution will have multiple logins to different types of accounts, but they choose to only release one website for connection to QBO. If you're able to access your account, log out from the bank's website and continue with the setup interview.
If your bank doesn’t appear as a choice, follow the preceding set of steps.
You'll also want to manually enter transactions to your bank. Please read this article for more information: Manually Upload Transactions into QuickBooks Online. In addition, you can match transactions that you've entered in QuickBooks. Here's an article for reference: Categorize and Match Online Bank Transactions in QuickBooks Online.
Please get back to us if you have any questions about connecting your bank. We're here to further assist you 24/7.