cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Want an expert to help you set up your QuickBooks Online? Find out how: Click here
krupa2
Level 1

Can you guide me why my bank accounts are not getting connected with quickbooks even after refreshing it?

 
1 Comment 1
SarahannC
Moderator

Can you guide me why my bank accounts are not getting connected with quickbooks even after refreshing it?

I hope you're fine today, krupa2.

 

Can you tell me the name of your financial institution that you're trying to refresh? This helps me check if there's a reported issue related to your concern.

 

Though, we can get your transactions by clicking the Update button on the Banking page up to three times. Doing it helps to refresh the connectivity between your bank's website into QuickBooks. If the same thing happens, we can bring your bank transactions into QuickBooks Online through Web Connect. Here's how:

 

  1. Log in to your financial institution. 
  2. Download the transactions using the CSV file format. Once done, save it to your desktop or anywhere on your computer, where you can easily find it.
  3. Then, sign in to your QBO account. Within the Banking page, click the File upload button.
  4. Click Browse and select the file you've saved. Then, Next.
  5. Follow the on-screen instruction to complete the process.

 

Here are the sample screenshots for additional reference:

 

For more information about handling bank transactions in QBO, pleas refer to this article: Categorise and match online bank transactions. .

 

Let me know if you have follow-up questions about this matter. Stay safe and be well!