Warning: QuickBooks and your financial institution cannot exchange data because they have different information for an account. (OL-301) or (OL-393)

It is recommended that you contact your financial institution to verify account information and that there is no server maintenance occurring before attempting doing any of the following steps.

Create a new Test company file:

1. Select the QuickBooks File menu and then select New Company.
2. Click the Skip Interview button.
3. Add each bank/credit card account to the Chart of Accounts and then click Account button at bottom > New (one account at a time).
4. Complete the Online Banking setup interview after setting up each account.
5. Test each account.

To verify that the account information is correct in QuickBooks:

1. Select the account that you want to verify.
2. Select the Edit menu and then select Edit Account > Online Info.
3. Verify that the name of the financial institution for the account is correct and the information in the Customer ID field exactly matches the information provided by your financial institution.
4. Verify that the information in the Routing Number and Account Number fields is correct and is entered without dashes.
5. Verify that the account type is correct (Checking, Savings, etc.) and that it is configured for Online Access only at this point.
6. Attempt your download again in the Online Banking Center.
7. If the problem persists, create a new QuickBooks company file following the steps outlined above.
8. Set up an account in the new file for online access with the account information from your live company file and attempt the download.
9. If the download is successful, the account is set up correctly on your financial institution's server.
10. If the error persists in this new file, contact your financial institution to verify that your online account information matches the information configured on their server.

Please contact us or chat with us if the issue still persists OR leave a comment along with your phone number and we will revert to you.