You banking is an essential part of your business. I can see how connecting your bank with QuickBooks would make things easier for you. Don't worry, I'll be glad to give you a hand.
QuickBooks offers a powerful Banking feature which helps you save time. For first time connections it's recommended you login into your bank account outside of QuickBooks. Once you're on your bank's website, manually enter the username and password instead of letting the computer auto-fill the info. If you’re able to log into your bank’s website, try to connect again through QuickBooks and ensure to manually enter your credentials. If the error persists, try connecting using the steps below:
1. Click Banking from the left menu and select Add account. Note: If you already have an existing bank account in your Chart of Accounts, you can go to the Action column and select View register (or Account history) drop-down and choose Connect bank.
2. In the search field, enter the full name of the bank you’re trying to connect to or enter the bank’s URL. 3. If multiple results are displayed, select the bank name in the list for your account. 4. Log in with your user id and password. 5. If you get the same error message, try changing your username through your bank and see if it allows you to login through QBO.
Give this a try and if you have questions, please contact our support team using this link. Let me know if you have other questions by leaving a comment below. I'll be on standby.
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