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Hi there, mathin.
The error that you're getting usually shows up if the user ID or password is incorrect for the specific account you’re trying to connect. I'll share the steps with you on how to resolve the error in QuickBooks Online.
Here's how:
Once done, complete the process by following these steps:
If the connection is already restored, check out this article on how to add categories to the downloaded transactions: Categorise And Match Online Bank Transactions In QuickBooks Online.
Let me know if you have follow-up questions. I'd be glad to get back here and help you again.
Edit sign in info is not an option. I only see Edit account info. I'm using quickbooks on line. Can someone help please.
I'd be glad to help ensure you're able to edit your sign in info, Pamie0627.
The Edit sign-in info will be visible if you're connected to your bank's website. If you're importing CSV files in QuickBooks Online, you can only access the Edit account info option.
You can edit the sign-in info through bank's website or ensure that the account is connected to online banking. Here's how:
Once connected, you'll be able to see now the Edit sign-in info option.
Once imported, I recommend editing, assigning, and categorizing your transactions. Also, you can match them to the existing entries in the software. Just go to the For Review tab from the Banking menu. Doing so will help you ensure the accuracy of your financial records.
I'm always here to help if you have any other concerns or questions. Just tag my name in the comment section and I'll get back to you as soon as I can.
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