FreshBooks Bank Connection Not Working

How to fix it

Try these in order — the most common fix is first.

1. 1. Check which provider you use

   1. Open Bank Connections and read the footer 'Bank Connections are powered by Plaid/Yodlee'
   Did this fix it? Yes No

2. 2. Plaid connections

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   1. Under the affected account, click Edit to update login or security questions
   2. Click Reconnect to restore the connection
   3. Click Refresh consent to re-authorize before it expires (within 7 days)
   Did this fix it? Yes No

3. 3. Yodlee connections

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   1. Select View issue under All Bank Connections
   2. Use Refresh (answer security questions, wait up to 10 minutes before Save and Finish) or Verify Login Info if credentials changed
   3. Keep the window open: leaving early means starting over
   4. Imports can take 1 minute to 2 hours
   Did this fix it? Yes No

4. 4. When Edit/Reconnect or captcha doesn't appear

   1. Clear browser cookies and cache, or use a private/incognito window
   Did this fix it? Yes No

5. 5. Bank not found or too strict

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   1. Contact Support with the bank name and login URL
   2. Meanwhile import transactions by CSV
   3. Ask your bank for a different verification method if possible
   Did this fix it? Yes No

6. 6. Avoid disconnecting

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   1. Disconnecting is a last resort, talk to Support first
   2. Reconnecting later can import duplicates that you must delete
   Did this fix it? Yes No

Symptoms

Bank feed shows an error, stops importing, asks to reconnect repeatedly, or Edit/Reconnect is missing.

Why it happens

• Bank technical error or timeout (often clears in 24 hours)
• Changed password or security questions at the bank
• Bank asks for verification, one-time passwords or 2FA that blocks the feed
• Maximum login attempts reached at the bank
• Plaid consent expiring
• Multiple logins at one bank: Plaid stores only one set
• Bank not supported

This guide also covers

• freshbooks bank connection not working
• freshbooks bank feed not updating
• freshbooks reconnect bank
• freshbooks plaid error

The same problem in other apps

All not loading, error messages & connection guides →

• QuickBooks Bank Error 102 and 105 (QuickBooks)
• Xero File Upload Not Working (Xero)

Other FreshBooks errors

• How to Cancel FreshBooks Subscription
• FreshBooks Bank Transactions Missing or Duplicated
• FreshBooks Invoice Not Received by Client
• FreshBooks Online Payments Not Working
• FreshBooks Payout Delayed or On Hold
• FreshBooks Can't Log In
• FreshBooks Two-Factor Code Not Working
• FreshBooks Client Limit Reached (5 Clients on Lite)