Troubleshooting Cloud Banking connection issues
Getting Error Message
If you're getting an error message like "Our apologies, but we can't refresh your bank account at the moment. Please, try to repeat the operation after a while." or "Operation failed. Try to repeat the operation after a while." when getting to your bank account on Cloud Banking, you might need to manually refresh the connection of your bank account or re-enter your credentials, the following steps below are the troubleshooting steps that you can do to resolved the Cloud Banking connection issue.
Cloud Banking error messages
Login to your Bank Website
First thing to do before doing any troubleshooting in AccountingSuite™ is to make sure that you can login your account to your bank website to verify that there's no issue with your bank account. If you're able to login, that means there's no issue with your account and troubleshooting needs to be done in AccountingSuite™ to resolve the issue.
If you're not able to login your bank account, you need to contact your bank customer service.
Manual Refresh your Connection
Usually Cloud Banking refreshes itself automatically, but if getting an error message, manual refresh is needed.
To manually refresh your bank connection,
- Navigate to Bank Module → Cloud Banking.
- Click the Refresh button icon on the upper right hand of the screen.
The manual refresh button
Re-enter your Credentials
If manually refreshing your account didn't work, another troubleshooting you can do is to re-enter your credentials.
You can re-enter your credentials by:
- Navigating to Bank → Cloud Banking.
- Click the double box beside the Account field.
- Click Online tab → click Edit Sign-In info button.
- Type in your credentials → click Proceed.
Re-entering credentials by clicking Edit sign-in info button
Disconnect-Reconnect your Bank
If troubleshooting steps
above
didn't work, last thing to do is to disconnect your bank account and reconnect.
- Disconnect your bank account by going to Bank → Cloud Banking.
- Click the double box beside the Account field.
- Under the Disconnect tab, click Disconnect button.
- And to Re-connect, click the Connect button on the upper right hand (beside bank account status).
- Then Choose your bank and enter your credentials.
Disconnecting and reconnecting bank account on Cloud Banking
AccountingSuite™ Help and Support
If the troubleshooting steps above didn't work, it's best to contact AccountingSuite Help and Support for assistance.
Related Articles
Updating Login Credentials in Cloud Banking
How to Update Login Credentials in Cloud Banking It’s a good idea to change passwords often. When the credentials used to log in to online banking at the bank’s website change, they will need to be updated in AccountingSuite™ so that Cloud Banking ...Getting Started - Connecting your bank accounts to Cloud Banking
Getting Started with Cloud Banking Cloud Banking simplifies financial management by connecting to over 15,000 banks and credit card companies, automatically syncing transactions to reduce data entry and providing a comprehensive view of your ...Cloud Banking Error Code Reference
Error Codes Here are a list of common issues found in Cloud Banking and the action to take if you see this in your account. Error Code Description Error Message in Cloud Banking What you can do 400 Technical Issue We’re sorry, your request could not ...Cloud Banking: US Bank to migrate to open banking
US Bank Users: On September 6th, 2023 our financial service aggregator will be migrating US Bank to Open Banking. Re-authentication will be needed before September 30th, 2023. What is Open Banking? Open Banking is a faster, more reliable, more ...Getting Started with Cloud Banking
Getting Started with Cloud Banking AccountingSuite™ connects you to thousands of banks and credit card companies in the cloud eliminating the time-consuming task of entering transactions manually. Click to accept a transaction rather than entering it ...