QuickBooks is unable to verify the financial institution information for this download

Error – QuickBooks is unable to verify the financial institution information for this download or Error OL-222. If you come across this error when a QuickBooks user is trying to exchange information from his financial institution i.e. Bank. You get an error while providing the Banking Information when trying to import the WebConnect files in QuickBooks to establish Bank feeds.

QuickBooks is unable to verify the financial institution information for this download

The notification message or error looks like the above image. This error is very common when your Bank does not accept the information provided in QuickBooks and gives you ‘QuickBooks is unable to verify financial institution for this download Error‘. QuickBooks cannot receive files from the bank or they are incomplete which as a result gives you this error.

Reason Behind This Error

When you see QuickBooks is unable to verify the financial information for this download error during the QuickBooks financial exchange. The root cause of this issue can be determined by rectifying the information provided in QuickBooks and by also checking with the financial institution. Sometimes this error pops out due to updates or services being deactivated from the bank. There are other reasons that can result in this error as follow:-

  • Incorrect Financial Information
  • Bank ID not activated
  • QuickBooks is not updated
  • Default Browser not updated
  • QuickBooks company file damaged

Before Using This Solution

  1. Download & Install Latest QuickBooks Updates from the Update center
  2. Update Internet Explorer to the latest release
  3. Create a Backup of your QuickBooks company file

How to Fix Unable to Verify financial Institution Error for this download Error

Solutions to fix QuickBooks is unable to verify the financial institution error for this download in easy troubleshooting steps are as follow:-

Solution 1- Update Financial Institutions Directory

You need to update your Financial Institutions Directory (FiDir) manually or automatically in QuickBooks Desktop to ensure you have the latest information from your Bank.

Automatic Update

  • Open QuickBooks Desktop
  • Navigate to Banking
  • Choose Bank Feeds
  • Click on Bank Feeds Center
  • Click on Refresh account or sync all for this bank among the below options

Manual Update

  • Navigate to Start & Type fidir.txt and click on ok
  • Default FiDir file location for Pro/Premier & QuickBooks Enterprise

Enterprise – C:\ProgramData\Intuit\QuickBooksEnterpriseSolutions XXXX\Components\OLB\branding\filist

Pro/PremierC:\ProgramData\Intuit\QuickBooks XXXX\Components\OLB\branding\filist

  • Rename the Financial information directory file format from .txt to .old and save
  • Now download & save the latest file for your QuickBooks version from the financial information directory according to the version info.
  • Move the downloaded file to the FiDir Folder location in your system and save it as a fidir.txt file.

Solution 2 – Download & Review the WebConnect File

Go directly to your bank website and log in to your banking accountant. Download the WebConnect file in .qbo supported format. Import the .qbo to the QuickBooks desktop and check if you are able to do that. If any error occurs you need to review the .qbo file.

Review WebConnect File For Errors

  • Download the .qbo file from your bank and open it with Notepad
  • Remove invalid characters, signs, and other strings for example

<John>Point of Sale Withdrawal JKSLD &#7192″;
<John>Point of Sale Withdrawal JKSLD

  • Ensure there are no missing tags or information in the file for example
  1. Head Tag
  2. End Tag
  3. Length of the Characters
  4. Incorrect Tags

Review Bank ID Number

The very common reason QuickBooks is Unable to verify financial institution information for this download error is when the Bank ID gets rejected due to incorrect information provided.

Download this Financial institution directory file and find out the 5-digit Bank Information Identification number for your Bank.

BID Information Directory 2022 US

QuickBooks is unable to verify the financial institution information for this download

Click & Paste on your address bar – https://ofx-prod-filist.intuit.com/qb2900/data/fidir.txt?_ga=2.233327577.676883500.1651908632-1077832541.1651908632

  • Locate your 5-digit BID number by finding your Bank Name using CTRL+F.
  • Save the .qbo file with the correct BID number.

After these steps import WebConnect File (.qbo) in QuickBooks.

Switch Banking Modes

  • Open QuickBooks, Navigate to the Banking option
  • From the Bank Feeds dropdown, choose Change Bank Feeds Mode
  • Switch to Classic Mode
  • Check if you still see the error when importing information from the financial institution

Conclusion

After performing these steps, hope you will be able to repair QuickBooks is unable to verify the financial institution for this download error. If in case you need assistance and the troubleshooting steps do not help. Contact QuickBooks error support experts at +1877-700-5829 to help you fix this banking error.

QuickBooks Desktop is Unable To Send Your Emails To Outlook

QuickBooks is robust accounting software that solves the accounting purposes of small and medium scale businesses. The software features a minimal interface and extensive feature list that can be used to increase the profitability of the business. In this self-help guide learn how to fix the QuickBooks desktop is unable to send your emails to outlook problem in QuickBooks Pro, Premier & QuickBooks desktop enterprise.

Fix QuickBooks Desktop is unable to send your emails to Outlook

While working on the software, there are various instances where users need to send emails to Outlook. However, sometimes the software fails to send emails to Outlook. If you have encountered a similar setback, read the article to the end to learn about the causes and fixation method of QuickBooks desktop is unable to send your emails to outlook error.

Causes of QuickBooks Desktop Email Error

There are various causes that are associated with email errors. Some of the prominent lists of reasons include:

  • When email settings are correct, the error will appear on the screen.
  • If the .dll file is damaged, the QuickBooks desktop email error will occur.
  • When the software is not installed correctly, the error is inevitable.
  • When important QuickBooks files are corrupted or deleted, the error will appear on the screen.
QuickBooks Desktop is Unable To Send Your Emails To Outlook
QuickBooks desktop is unable to send your emails to Outlook Error Screenshot

All these reasons lead to the error message QuickBooks is unable to send your emails to Outlook.

Symptoms of QuickBooks Desktop Email Error

The symptoms of QuickBooks desktop email error include:

  • QuickBooks frequently crashes at regular intervals.
  • The overall performance of the computer system is compromised.
  • The inputs from the mouse and keyboard become slow. 
  • The email error message pops up on the screen while users open the software.

Fixation Methods of QuickBooks Desktop Email Error

Once you have witnessed the error, you must fix the issue to avoid any data loss and unwanted complications.

Some of the prominent methods to fix the QuickBooks desktop email error are listed below.

Run QuickBooks As an Administrator

You can fix the email issue by running QuickBooks with administrator access. To run QuickBooks as an administrator, follow the steps below.

  • Open Windows Start Menu and Type QuickBooks in the search bar. 
  • Open the location of the software and right-click the Quickooks.exe file, and select properties.
  • Select the Compatibility tab 
  • Then select Run This Program As Administrator and check the box  
QuickBooks Desktop is Unable To Send Your Emails To Outlook
  • Select Apply and OK.

Reopen the software and send a test mail. If you still see the error message, move to the next method.

Reinstall QuickBooks Again

Sometimes improper installation of QuickBooks leads to desktop email errors. To reinstall QuickBooks from scratch, follow the points listed below.

  • Firstly, uninstall the software and remove all the components completely.
  • Extract the installer and follow all the terms and conditions to install QuickBooks software.

Once you have reinstalled the software, send an email to check for the error. If the error persists, follow the next method, 

Check Internet Explorer Email Preferences

To check internet explorer email preferences, follow the points below.

  • Close QuickBooks and open Internet Explorer.
  • Select Tools from the Settings menu and click on Internet Options.
QuickBooks Desktop is Unable To Send Your Emails To Outlook
  • Select the Programs Tab and click on Set Programs.
  • Under the Set Your Default Programs, Select the email service that you want to use.
  • Select Apply and then OK.

Open QuickBooks software again and check for the error. If the error message appears on the screen, follow the next method.

Also, Read how to fix QuickBooks Script Error

Edit Email Preferences in QuickBooks

You can edit email preferences in QuickBooks and resolve the error. To edit the preferences, follow the steps below.

  • Open QuickBooks and navigate to Edit Menu.
  • Click on Preferences and select send forms from the menu.
  • Next, click on my preferences tab and select QuickBooks email or webmail.
  • Repeat the same steps and navigate to the My Preferences Tab.
  • Select Outlook and click OK.
  • Close QuickBooks and all other programs.
  • Restart your operating system to make the necessary changes.

Contact QuickBooks Error Support

Open the software and check for the error. If you still see the error, it is speculated that the cause behind the error must be a technical glitch. Reach out to our QuickBooks desktop experts on the QuickBooks error support toll-free helpline number +1877-700-5829. Our Error support team offers 24/7 assistance to QuickBooks desktop users. 

Frequently Asked Questions

Why Does QuickBooks Outlook Not Respond?

QuickBooks’ older versions do not respond to Outlook because of improper installation, preferences, and corrupted .dll files.

Does Slow Internet Connection Reason for QuickBooks Desktop Email Error?

Yes, a slow internet connection also leads to QuickBooks desktop email error.

how to send an accountant's copy of quickbooks

How to Send an Accountant’s Copy of QuickBooks

 Quick Guide on How to Create & Send QuickBooks Accountant’s Copy

QuickBooks is an extremely popular accounting software used globally by businesses of every scale and size. It offers a plethora of features, one of which is QuickBooks Accountant Copy. As the name suggests, it helps you collaborate with your account on QuickBooks Desktop. In this article, learn how to send an accountant’s copy of QuickBooks company file.

how to create & send accountant's copy of QuickBooks

With an Accountant’s Copy, you will be able to send your company file to your accountant without stopping your work. You will be able to import the changes made by your accountant and merge them with your changes easily.

How to Send an Accountant’s Copy of QuickBooks (Step by Step Guide)

Before proceeding with the tutorial, you need to decide on a dividing date. Once you have created the Accountant’s copy, you will be able to enter transactions for dates only after the dividing date. Once you have checked the company file and decided a dividing data, follow the below-given procedure.

IMPORTANT: If you are using the QuickBooks Desktop Enterprise version, you need to turn off Advanced Inventory features before proceeding. You can turn them on after sending the Accountant’s copy.

  1. In QuickBooks, go to File and chose to Send Company File.
  2. Click Accountants Copy and chose Client Activities.
  3. Click Save File and select Next.
  4. Select Accountant’s Copy and click Next.
  5. Enter the desired dividing data and click Next.

You will now have an Accountant’s copy in a .qbx file format. And you are equipped with the knowledge of how to send an accountant’s copy of QuickBooks.

how to send an accountant's copy of quickbooks

You can give it to your accountant on a USB flash drive or via a cloud-sharing service. 

Use QuickBook’s built-in feature to Send an Accountant’s Copy

Follow these steps to use the built-in feature to send an accountant’s copy of the QuickBooks company file:

  1. Follow the above-given steps 1 and 2. Then, click ‘Send to Accountant’ and hit ‘Next’.
  2. Type the dividing data and click ‘Next.
  3. Enter the email address of your accountant.
  4. Create a password for the file (share this with your accountant).
  5. Click ‘Send’.

NOTE: If you had turned off the Advanced Inventory feature, you can now turn it on again.

‘Unable to Create Accountant’s Copy’ QuickBooks Error

Sometimes, while creating an accountant’s copy, you might get a QuickBooks error that does not let you do so. It might happen if your QuickBooks is not updated or if the Company file is damaged.

The error can also come up due to firewall blocking, slow internet connection, or server error. It can also occur if you use the File Transfer service in QuickBook to send the Accountant’s Copy.

How to Fix Unable to Create Accountant’s Copy Error

First, ensure you are using the latest version of the QuickBooks Desktop app.

To do this, open QuickBooks and go to Help. Choose Update QuickBooks Desktop. Then click on ‘Get Updates’. Once the update has been downloaded and installed, restart QuickBooks.

Make sure the company file does not have any special characters in its name.

If there’s a special character in the file name of your QuickBooks company file, you can simply right-click on it to rename it. Sometimes, removing special characters can help resolve the error.

If the company file size is larger than 200 MB, you might face encounter this error when sending it via the File Transfer service.

You can alternatively upload the .qbx or .qby file to a cloud storage service like OneDrive or Google Drive and share it with your accountant.

The company file is corrupted or damaged.

You may be unable to create an Accountant’s Copy if your company file is damaged. You can easily fix this problem with the QuickBooks file doctor tool. The tool can resolve various errors related to network and company files. This tool can be downloaded from the Intuit website or the QuickBooks Tool hub. If you still can’t make an Accountant’s Copy file, move on to the next solution.

You might not have security permissions.

Locate the QuickBooks company file and right-click on it. Choose the ‘Sharing and Security option and click on ‘Permission’. Now choose the ‘Add/Browse’ option and find the current user through which you are accessing the file.

Give all the read and write permissions to the user and then try creating an Accountant’s Copy again.

Conclusion – Contact QuickBooks Desktop Accounting Experts

If you are unable to create an Accountant’s Copy in QuickBooks due to this error, you should try reinstalling your QuickBooks Desktop. You can also take help from your accountant or get in touch with the QuickBooks desktop support team at +1877-700-5829.

QuickBooks not sending emails ? Fix it now

QuickBooks Not Sending Emails in QuickBooks Desktop

QuickBooks not sending emails

While working on QuickBooks you may encounter that QuickBooks is unable to send emails to Outlook or QuickBooks not sending emails which are causing issues to generate the invoices, in this scenario the very first thing to do is check whether any other Outlook window is opening or running in the background. If not then there are other root causes that are likely to cause this issue, some of them are mentioned below :

  • Damaged QuickBooks Company file (.qbw)
  • Incorrect Outlook Installation
  • Email setting not configured properly
  • MAPI32.dl file is corrupted

https://smbdaily.com/fix-error-quickbooks-is-unable-to-send-your-email-to-outlook/

Perform standard solutions for QuickBooks unable to send Emails to Outlook in QuickBooks desktop

Solution 1: Make sure that your email preferences are configured properly in Outlook

  • In QuickBooks go to Edit > Preferences > Send forms > My Preferences > Set Send E-mail using to Outlook or the option that you want
  • Exit all QuickBooks windows and Restart your Computer

Solution 2: Check your Email preferences in your default browser i.e. IE or Chrome

  • For Internet Explorer : Close QuickBooks > Open IE > Go to Tools > Internet options > Select Programs tab 
  • In the Programs tab make sure that the default email is selected which you use for your Emails
  • Restart your System and QuickBooks

Solution 3: QuickBooks Running as an Administrator

  • Right Click on the QuickBooks icon on your desktop and go to properties
  • Go to compatibility mode
  • Uncheck Run this program as an administrator
  • Restart QuickBooks

Solution 4: When the MAPI32.dl file is corrupted, If you are not very technically good then please do not try it yourself contact QuickBooks customer service phone number on+1888-300-6790 for instant help, or you can test and repair MAPI32.dl file by yourself.