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Troubleshoot Online Banking in QuickBooks for Mac

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.

Detailed instructions

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?

  • No: You must be connected to the Internet to download online banking transactions.
  • Yes: Verify your firewall or anti virus settings then continue.
 

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?

  • No: Please contact your bank to verify your account information and that the bank is not experiencing any outages before proceeding with troubleshooting your issue.
  • Yes: Continue.
 

Are you able to log in to your account outside of QuickBooks through the website?

  • No: Please contact your bank to verify your account information and that the bank is not experiencing any outages before proceeding with troubleshooting your issue.
  • Yes: Proceed with the following troubleshooting processes.
 
Other Errors and Unexpected Results

If you encounter specific problems or error messages, refer to the following articles for further help.

KB ID# HOW17330
12/5/2016 2:28:19 AM
QYPPRDQBKSWS07 9138 Pro 2017 9afaeb