Here's what to try if the connection fails or transactions stop updating:
- Confirm your online banking credentials are correct.
- Verify your online banking access is active and not locked.
- Try removing and reconnecting the account within your accounting software.
- Check whether your accounting software supports your account type.
- If the issue persists, contact your accounting software provider directly. They are responsible for maintaining the connection.
About third-party connections
Connections are built and maintained by the accounting software provider. Servus does not control how the software connects or retrieves information. For persistent issues, contact your accounting software provider.
More accounting software
Import transactions into accounting software (Commercial)
Download transaction history in CSV, OFX, or BAI2 and import it into your accounting software. Get step-by-step instructions to do it manually.
Print and export transactions (Commercial)
Filter, download, and print transaction history in multiple formats, including CSV, OFX, and BAI2. Get step-by-step instructions to export or print.
Link to accounting software (Commercial)
Connect commercial online banking to platforms like QuickBooks or Xero. Get step-by-step instructions to link your accounts.
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