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February 27, 2024
Question

Constantly needing to reconnect bank accounts

  • February 27, 2024
  • 1 reply
  • 0 views

Hello, I have two accounts - both with Cooperative bank
when I update  - they both show they are updating together, (the spinning wheels)  then one of them will say there is an issue and it needs to be reconnected. I reconnect  the one with the issue- and that's successful, but then the other account shows the same issue symbol and requires reconnecting!
this seems to go round in a in a cycle.
first the one account gets an issue, then the other
one is a business account and one is a savings account - I login to them with the same details
 
can you help please?
many thanks for your time

1 reply

QuickBooks Team
February 27, 2024

Hello there, @ESCIC. I understand the importance of getting your bank feeds on time. I'm here to provide you with steps you can follow to resolve this issue.

 

As this seems to be a frequent behavior of your bank accounts, it's best to contact your financial institution and check if there are any issues or maintenance on their end. Please note that the data displayed on QuickBooks is based on what they provide.

 

Also, you can try accessing your account outside QuickBooks if there's going to be issues. If you can access it seamlessly, I suggest contacting our support team for them to check if this is related to any internal issues. 

 

Here's how:

  1. Sign in to your QuickBooks account.
  2. Select the Help (?) icon.
  3. Scroll down to select the Contact Us button and follow the prompts.
  4. You will be able to request a callback or start a live chat with an expert.

 

For support availability, please see this page: How to get help with QuickBooks

 

Moreover, you can refer to this article if you encounter any specific errors: Fix bank errors in QuickBooks Online

 

For now, I recommend manually importing your transactions to record them in the program, and then matching them after sorting this out to avoid duplicating.

 

Additionally, it's best to reconcile your accounts to keep them current and accurate.

 

Let me know if you need further assistance with your bank transactions. We'll be here to help you in any way we can.