Can't add a new account or amend existing account. Anyone get this problem?

Let's collaborate to resolve these matters and secure smooth and efficient bank connections, hanley.

Before proceeding, could you confirm what you mean by adding an account? Are you trying to connect your bank account to QuickBooks Online (QBO)?

If so, can you share the name of your bank and any error messages you encountered? This information will help me review our system. Also, ensure you have the required user permissions to access features and perform banking-related tasks.

Now, here are the possible reasons why you're unable to connect your bank account:

• Your bank may not support all account types.
• The bank could be undergoing maintenance.
• Some banks have multiple listings. (Please ensure you select the correct one or try different URLs).
• Your bank may not be a participating institution.

With that in mind, verify the above reasons and contact your bank for support if needed. If everything looks good on their end, use a different browser to reconnect your account.

Alternatively, if adding your account meant manually adding it to your Chart of Accounts (COA), I recommend performing basic troubleshooting steps to see if it’s a browser-related issue. You can refer to this article on how to proceed: Troubleshooting browser problems.

Additionally, manually upload your bank transactions. This ensures you can keep track of your bank data and that your records are up-to-date.

I’ll share additional resources to help you categorize and reconcile your account in QuickBooks Online:

• Categorise online bank transactions in QuickBooks Online
• Set up bank rules to categorise online banking transactions in QuickBooks Online
• Reconcile an account in QuickBooks Online

Feel free to comment below for any additional questions about banking-related topics. The Community and I are always here to help.