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January 19, 2024
Question

Why does the system loose connection to the bank?

  • January 19, 2024
  • 2 replies
  • 22 views
No text available

2 replies

Level 5
January 19, 2024

Try opening your QBO account on any private/incognito browser.

QuickBooks Team
January 19, 2024

Hello there, lpayne442.

 

Let me make it up to you by ensuring this banking issue gets investigated.

 

Before proceeding, may I know the name of your bank? This way, we can verify if there is an open investigation related.

 

QuickBooks may disconnect a bank account due to changes in your bank information, updates on your bank's website, changes in your online banking login credentials, or bank outages and maintenance.

 

Let's manually update the bank account in the program to re-establish the connection and ensure accurate financial data.

 

Here's how:

 

  1. Go to the Transactions menu.
  2. Select Bank transactions.
  3. Click Update at the top.

 

Furthermore, let's check if there's an issue with your bank's website. First, get the URL QuickBooks uses to connect.

 

  1. From the Transactions menu, select Bank Transactions.
  2. Select Link account.
  3. Look for your bank and click it.
  4. Copy the URL listed for your bank.
  5. Sign in to your bank website using the copied URL.

 

Alternatively, you can manually import your bank transactions into QuickBooks.

 

Once everything is good, you can review and reconcile your transactions to ensure they match your bank and credit card statements. For a detailed process, refer to these resources:

 

 

Please know that I can assist you with any banking connectivity concerns. Feel free to share them on the Community page.