If you use online banking for your business, you can use QuickBooks to access your banking transactions. You can import bank and credit card transactions from your financial institution's website and then add or match the imported transactions in your QuickBooks bank or credit card account register.
Intuit recommends 4 possible solutions to resolve Online Banking issues. The first solution may solve your problem, or you may need to try all 4. For the best results, perform the solutions in the order shown.
Important: Before you troubleshoot, make sure you create a backup copy for the company file. Also, verify and ensure you meet the following requisites for OLB setup and download.
Are you currently connected to the Internet?
Are you on the latest release for your QuickBooks application?
Have you ever performed a successful download of transactions from your bank to this QuickBooks company file?
Are you able to log in to your account outside of QuickBooks through the website?
If you receive the same error message: This typically indicates that there is a problem at your bank. Please contact your bank to verify your account information, check for server outages and report the problem.
If the bank is unable to identify any server, account or connection issues, proceed to Solution 4 to collect the log files for review. Intuit will report problems directly to your financial institution for resolution.
If you do NOT receive an error message: This indicates that the problem is not with your bank. Please continue to Solution 2.
In some cases, there can be a problem with the account you are setting up or downloading transactions to. Merging accounts help determine if the issue originates with the account.
Important: Before you perform the following steps, you must clear any pending transactions and match any previously downloaded transactions that have not been matched. You will also need to deactivate online banking from the original account.
If you receive the same error message: This indicates that the problem did not originate with this account. If you have more than one account set up for online banking, continue to Solution 3.
If you do NOT receive an error message: This indicates that you have fixed the issue with the account. Your transactions have downloaded and you can stop the troubleshooting process.
Note: If you are not able to edit or merge an account, it may indicate damage in your data file. Contact QuickBooks Technical Support for further assistance. Some fees may apply.
Note: this process can take some time if you have several accounts set up for online banking.
If the troubleshooting steps above did not resolve the issue, proceed to Solution 4.
Important: Please make a backup before completing the steps outlined in this KB. QuickBooks needs to be closed while performing steps 1-3.
If you encounter specific problems or error messages, refer to the following articles for further help.