Unable to connect bank to QuickBooks for MAC
What causes hindrance in connecting bank to QuickBooks for MAC?
It is wise to understand the reasons that create obstacles while connecting the bank to QuickBooks for MAC. Some of them are:
- Ensure that you are connected to the internet. And that you are having a stable internet connection.
- This issue crops up if you are using a supported version of QuickBooks desktop.
- If you are using a supported version of the browser you are using, you can face this issue.
- If you are using the latest version of QuickBooks desktop then it might demand some adjustments to sync it properly before functioning smoothly.
- If you are able to log into your bank account through any other website outside of QuickBooks desktop but not with QuickBooks desktop, then you need to fix some adjustments in the QuickBooks desktop accounting application.
Let us fix the problem of connecting the bank to QuickBooks for MAC:
In this section, we will look at the ways with which you can resolve this error. Please make sure that you follow the instructions in the order mentioned below:
Quick Fix 1:
The first solution to this issue is to check if your bank is supported by QuickBooks. If it is not supported, then you can do so in the following ways. Please follow these steps:
- Banks require an identity confirmation before it allows any access to PFM i.e. Personal Financial Management.
- Therefore, you need to log into your account from a different source other than QuickBooks Desktop.
- After logging in check the Message Center or Inbox for the details.
- If you are unsure of the process, you can contact your bank for direct assistance.
Quick Fix 2:
The next solution is to manually resolve the issue. Please follow these steps in the right order:
Prerequisite: Please keep your ‘Multi-Factor Authentication’ or ‘MFA’ ready. This is required to complete the process.
- Open QuickBooks on your Mac.
- On the left menu look for the ‘Banking’ option and double click on it to open it.
- Now you need to click on the option that says ‘Update. You can find it at the top right of the screen.
- At this step, you might be asked to submit your ‘Multi-Factor Authentication’ aka ‘MFA’ details.
Please Note: You must enter the ‘Multi-Factor Authentication’ in the text bar within 2 minutes. Otherwise, you need to start the process all over again!
- After feeding the ‘Multi-Factor Authentication’ details, please click on ‘Continue Update.’
- Once the update is completed, you will be notified.
- If it is done successfully you will be able to view the last date on which you updated the QuickBooks.
- You will also notice that the total number of transactions will change after the update.
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