Banking

Welcome to the Community, 9506.

Your bank’s connection may be interrupted for any of the following reasons:

• If there is a minor or major update in your bank information such as the bank account number.
• Update on your bank’s website. If you can't find your FI, you can request support from your bank and request it be added.
• Update in your Online Banking Login credentials.
• Bank outage and other scheduled maintenance.

In the meantime, we can perform a manual update to refresh the connection between your bank and QuickBooks Online. See the steps below:

1. On the left navigation menu, click Banking.
2. Choose Banking.
3. Click on Update in the upper right. QuickBooks begins updating your account.

If you're still unable to update the account, as a workaround, you can manually bring in the transactions into your QuickBooks Online using a WebConnect file. You can get the detailed steps in this article: Manually upload transactions into QuickBooks Online.

Once imported, I recommend editing, assigning, and categorizing your transactions. Also, you can match them to the existing entries in the software. Just go to the For Review tab from the Banking menu. Doing so will help you ensure the accuracy of your financial records.

Please get back to me if you continue to get the same results so I can look further into this. I'll stick around to help you out.