Home Forums Support Trouble adding bank account

This topic contains 4 replies, has 2 voices, and was last updated by  bookman53 1 week, 1 day ago.

Viewing 5 posts - 1 through 5 (of 5 total)
  • Author
    Posts
  • #23208

    bookman53
    Participant

    I am running self-hosted version 4.5.17. I am trying to add a bank account at Settings > Advanced Settings > Credit Cards and Banks. Every time I try to connect the bank account I get this error message:

    “Failed to retrieve account details, please check your credentials.”

    I selected my bank (Suntrust) from the dropdown list and typed in the same credentials that I use to log into my online banking at Suntrust. I have checked and re-checked my credentials a number of times but can never get InvoiceNinja to accept my credentials.

    Any assistance would be appreciated.

    #23210

    Hillel Coren
    Keymaster

    You may want to ask your bank about connecting using Quicken.

    Also, there may be notes about your bank on the OFX website.

    https://www.ofxhome.com/

    #23219

    bookman53
    Participant

    Thanks for the reply.

    I don’t want to use the Quicken method. I do not use Quickbooks or Quicken and Suntrust charges $25/month for that service.

    I just want to connect InvoiceNinja to my Suntrust account in a way that my expenses are retrieved from Suntrust on a regular basis in the same way that I can connect a credit card or bank account to my Hurdlr account and have my activity show up on a regular basis. I then accept the transaction as business related or reject it.

    Does InvoiceNinja’s bank connection only work using the Quicken method?

    #23227

    Hillel Coren
    Keymaster

    I believe OFX uses the same connection as Quicken, if your bank charges extra for it it may explain why it isn’t working.

    #23228

    bookman53
    Participant

    Okay, thanks for the input.

Viewing 5 posts - 1 through 5 (of 5 total)

You must be logged in to reply to this topic.

Posted in: