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General troubleshooting for online banking setup in QuickBooks

This article is intended for use when you encounter problems not covered in specific troubleshooting articles for setting up online banking. For example, if writing a check causes your program to freeze or stop working. Follow the steps in order for best results. This document assumes you have already completed the steps in Set up online banking in QuickBooks Help.

Detailed instructions

If the setup wizard freezes during setup, ensure your cookies are turned on in Internet Explorer:

  1. Open Internet Explorer.
  2. Choose Tools > Internet Options.  If you do not see a Tools menu, press the Alt key to make it display.
  3. Click the Privacy tab and then the Advanced button.
  4. Under Third-party cookies, ensure Accept is selected.

Does your bank account have either a Lightning Bolt or is there an Online Services Tab if you edit the Account? If you can answer Yes to either question, follow these steps: 

To remove the Lightning Bolt,

  1. Edit the bank account.
  2. Click the Online Service tab.
  3. Select Deactivate all Online Services.
  4. Click Save and Close.

Verify the Online Service tab is no longer available.

  1. Edit the account
  2. Verify that the Online Service tab is no longer available.

Once you have a bank account without the Lightning Bolt or the Online Services Tab, you will be ready to setup Online Banking with either Direct Connect or Web Connect depending on which method your FI supports.

If either the Lightning Bolt or the Online Service Tab still exist, please see Cannot turn off or deactivate Online Banking for an account.

 

If these steps do not resolve the issue, you can read discussions and post messages and questions relating to your issue on the Intuit QuickBooks Community site for free or you can contact a technical support agent for additional guidance. Fees may apply.

 

KB ID# HOW12430
12/22/2014 6:12:14 AM
PPRDQSSWS406 9102 Pro 2013 3d0757