how to fix qb error quickbooks is unable to verify the financial institution? Step 1: Proceed with downloading the Web Connect file. ... Step 2: Verify the QBO file from the Bank. ... Step 3: Check the Bank Notifications. ... Step 4: Start Switching Banking Modes. ... Step 5: Generate a Test file. As you can reach us Quicjkbooks Customer Service +1 888-471-2380,VA.