Banno 3rd Party Services
(Quickbooks and Plaid)
Below will be a quick-reference list when troubleshooting common issues with Quickbooks and Plaid integration with Banno
Connect bank and credit card accounts to QuickBooks Online
Learn how to add your bank and credit card accounts to QuickBooks Online and download your transactions.
Online banking, or bank feeds, save time so you don’t have to enter anything manually. Once you connect your accounts, transactions will download and categorize. All you have to do is approve them.
Note: Many banks are starting to switch to a new connection service called OAuth. We're also switching to OAuth to make online banking easier and faster to use. Find out which banks are using OAuth and how it affects you.
Disconnect or delete an account connected to online banking
Learn how to delete or disconnect a bank or credit card account from QuickBooks Online.
When you connect an account to online banking, QuickBooks automatically downloads your recent transactions. If you decide you don't need to use that account anymore, you can either disconnect the account or make it inactive.
There's a big difference between disconnecting an account from online banking and deleting one from your chart of accounts. Here are a few tips to keep in mind.
Understanding the difference between disconnecting and making an account inactive
There's a big difference between disconnecting an account from online banking and deleting one from your chart of accounts.
We recommend disconnecting accounts that are connected to online banking instead of deactivating them. This simply stops QuickBooks from downloading new transactions. If you disconnect an account from online banking, your existing accounting data won't change. You can reconnect it anytime to start downloading transactions again.
If you have an account that's not connected to a bank or credit card and you don’t need it anymore, learn how to make an account inactive.
Disconnect an account connected to online banking
When you disconnect, QuickBooks deletes transactions that still need to be categorized in the For review tab. If the transactions are older than 90 days, you won't be able to download them into QuickBooks again.
Important: If you see a bank connection error, don't disconnect the account until you fix the online banking errors. If you disconnect it with errors, it might download duplicate transactions when you reconnect it.
Here’s how to disconnect an account from online banking:
- Go to Bookkeeping, select Transactions, then Bank transactions (Take me there).
- Select the tile for the bank account.
- Select the pencil ? icon, then select Edit account info.
- Select the Disconnect this account on save checkbox. Note: If QuickBooks is downloading new transactions, you won't see this option. Wait a few minutes for the update to finish and try again.
- Select Save and Close.
You can reconnect the account to start downloading transactions again.
Common Error Codes
Fix bank error 101
Fix bank error 102 and 105
Fix bank error 103
Fix bank error 106
Fix bank error 108
Fix bank error 185
Fix banking error 324