Make sure you have tried ALL the possible names, connections and URL for the bank. Many banks have multiple names on our list for the same account type, and there is the possibility that the you may have missed the correct one.

If a you have already connected to a bank or credit card, and have been getting regular updates, you might receive a message telling you that the financial institution is no longer supported due to new security requirements. In this case, you will not receive any further bank transaction downloads. You will have to contact your financial institution and let them know that they need to re-establish a relationship with QuickBooks.

There are a few possible reasons why you can't connect to the bank:

  1. Many banks have multiple names on our list. Make sure you have selected the correct one or tried all possible links.
    • You can search by the banking login URL to ensure you are using the correct listing.
  2. The bank might not connect to all types of accounts (for example, personal accounts vs. business accounts).
  3. The bank may not be a participating financial institution. If you bank is not found when searching you can click on Request support for your bank to request the bank be added

Follow these steps to verify that you can connect to the bank through the link in QuickBooks Online:

  1. Select Banking from the left navigation menu.
  2. Select Add account at the top right of the Banking screen.
  3. Search the name of your financial institution.
  4. Under results, select the bank.
  5. At the top of the window, click the link for the bank's website.
  6. A new window will open for the bank's website. Make sure you are able to access the accounts through this site by confirming you can see the account summary, account history, and account details without any errors.

In order for us to support connection to a bank account, you must be able to access their account through this link. Sometimes a financial institution will have multiple logins to different types of accounts, but they choose to only release one website for connection to QuickBooks Online.

If you are successful accessing the account, log out of the bank's website and continue with adding the account.

If you have tried all the bank logins that match the bank name and still can not connect:

  1. Select Banking from the left navigation menu.
  2. Select Add account at the top right of the banking menu.
  3. Paste the URL from the bank login you use to login to the bank outside of QuickBooks.
  4. If no results come up initially, try to backspace a word at a time from the end of the URL string and search again. For example: if the URL is https://businessbankingcenter.synovus.com/bbc/p/Dashboard/Index, first backspace until the word Index is removed and click search, if no results then backspace until dashboard is removed and research. In this case, the URL https://businessbankingcenter.synovus.com/bbc/p/ brings up more options. You would then try all options. If you search until the URL is down to the basic site with no characters after the .com, the bank may not be a participating bank.      

If the bank still doesn't appear as a choice to select:

  1. When you enter the bank name, you may get the message, Hmm, we can't find this bank in our list of supported banks.
  2. Click on the button Request support for your bank. 
  3. Enter the bank name and bank web address.
  4. Click Request.

Note: We can't tell you if or when a bank may be added to our list, because it's a decision between Intuit and the financial institution. You will be contacted if the bank decides to become part of our supported financial institutions.

Special note for Square 1 Bank customers: Before your customer can connect their bank accounts and/or credit card accounts to QuickBooks Online they will need to be given a Log In User ID and temporary password. These are not the same as their online banking log in credentials. If they have not been given  these log in credentials, they will need to contact Square 1 Bank at 866.355.0468 (M-F, 8AM - 8PM EST).


 


Some Common Errors When Connecting an account:

An error can occur when we determine that the customer has chosen the wrong FI (an example would be E*Trade vs E*Trade Bank)

If trying to connect the bank or credit card account in QuickBooks Online Banking and you are receiving error 103 or 107 its possible that you are selecting the wrong financial institution from the list in QuickBooks when multiple results are displayed. Try connecting again using the steps below:

  1. Select Banking from the left navigation menu.
  2. Select Add account at the top right of the banking menu.
  3. In the search field enter the full name of the bank you are trying to connect to or enter the bank's URL. Example: http://www.chase.com
  4. If multiple results are displayed click on the bank name in the list for your account.
  5. On the next screen verify that the URL for the bank that is displayed under the name is the correct URL that you use to sign into your account on the bank web site. If not, click on the Go back button and select the next name in the list and repeat this process until you find the correct website under the bank name that you use to sign into your account on the web.
  6. Enter your User Id and Password
  7. Click Log In

Sometimes the bank connection needs to be changed:

Sometimes you will connect to the wrong account or switch accounts you do business from. Here's how to handle each situation.

Connected to the Wrong QuickBooks Online Account:

If you have connected to the wrong QuickBooks Online account, you would need to clean up the transactions that downloaded to the wrong QuickBooks Online account, disconnect the bank account, and then reconnect to the correct QuickBooks Online account. 

Keep In Mind: Disconnecting the account won't automatically remove the previously accepted transactions from the register and when you reconnect to the correct account, only the last 90 days of data will download. If you have transactions downloaded into the wrong account from further back than that, it is suggested to edit them and switch them to the correct bank or credit card account (register) before performing a "mass-undo".

To switch the account of the transaction.

  1. Select Accounting from the left navigation menu.
  2. In the row of the account with the unwanted transactions, click View Register.
  3. Click to highlight the unwanted transaction and then click the Edit button.
  4. Change the account at the top left to the correct bank or credit card account.
  5. Click Save
  6. Repeat this procedure for each transaction.

If you have accepted transactions to the wrong register and the transactions are within 90 days, you can undo them:

  1. Select Banking from the left navigation menu.
  2. Select the account you wish to undo, and then click the tab In QuickBooks.
  3. On the top left above the transactions click on the check box, this will mark all transactions.
  4. Under batch actions select Undo selected.

The Undo function won't un-add or un-match any transactions that you have edited or the opening balance equity transaction on the register. To remove these transactions:

  1. Go to your Dashboard.
  2. Select Accounting from the left menu.
  3. Select Chart of Accounts at the top.
  4. In the row of the account with the unwanted transactions, click View Register.
  5. Click to highlight the unwanted transaction and then click the Delete button to the bottom right of the transaction line.
  6. Click Yes to confirm.
  7. You'll need to repeat this procedure for each transaction. There's no mass "undo" option when deleting from the register.

Next, disconnect the account (See Disconnecting an account from the Downloaded Transactions page). Then, reconnect to the correct QuickBooks Online account.

Switching the Bank Connection:

If you need to switch the bank account that is connected to QuickBooks Online or the bank has merged or been bought out by another bank, you will need to change the connection. For bank mergers, you  may also get error codes such as 162, 102, 108, or 525. Here is how to revise the connection in QuickBooks Online:

  • Verify your login credentials for the new account. If the bank has merged, you should contact the new bank (the one currently holding their account) and verify how to access the accounts online (URL and login information).
  • Verify you can access their account from the new bank site with the new credentials. 
  • Next, once you have verified you can access the account with the new information, disconnect the old account. Before disconnecting, make sure you have added or matched any transactions in the "New Transactions" tab that you want to keep, especially if it is older than 90 days. See article Disconnecting an account from the Downloaded Transactions page.
  • Finally, reconnect the account, using the new bank information and login credentials.

Note: When disconnecting the account, it won't remove the previously accepted transactions from the register when the customer reconnects to the new bank account.

You can connect your bank account or credit card to QuickBooks to automatically download transactions. You can connect checking, savings, or credit card accounts, as long as you use a participating bank.

Here are examples of a line of credit that will give an error:

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 and received the error:

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Changing the account type to either a Bank or Credit Card account will resolve the error.

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