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I have changed my internet banking password. How do I update Quickbooks with this information so account information can still be accessed?
It's great having you here in the Community, Exceptional. I'd be glad to help you update your bank information in QuickBooks Online (QBO).
When you recently changed your online banking credentials, you must also update the bank information in QuickBooks. Here’s how:
Moreover, you can visit this article for detailed information about updating bank information and common bank errors: Troubleshoot unknown bank and transaction errors.
You can also set up bank rules to automatically categorize transactions after you download them from your bank.
Keep us posted if you have other concerns or additional questions about bank connection in QuickBooks Online. The Community is always here to help.
am behind in getting last three years tax done. hopping i can do historical income tax returns using Quick Book
I know the importance of keeping track of your historical income tax return, Daniel. Let me provide additional details on this below.
Currently, QuickBooks Online (QBO) does not support the filing of historical income tax returns through the GST center. However, you can reach out to your accountant or bookkeeper who uses the LodgeiT application, which is connected to their QBO for accountants. This will allow them to file income tax returns on your behalf using QuickBooks.
You can follow the steps in this article to lodge your income tax return directly with the ATO: How to lodge a Tax Return in Australia.
In QuickBooks Online, you can configure custom email reminders to keep track of crucial GST deadlines, ensuring you meet your obligations and avoid penalties. You can explore this link for a helpful reference: Set up GST email reminders in QuickBooks Online.
We are committed to answering all your questions or queries about managing your taxes. You can always count on our Community Forum or visit us by saving this thread and clicking the Reply button below, and I will lend a helping hand.
I am trying to set up bank account. Error message says "Something unexpected happened before we could complete your form - complete again to continue" I keep getting the same message after I have re-entered details
I appreciate you providing the error message that you've encountered, Pip7.
To fix this issue, we recommend to reach out to our Customer Phone Support team. They have the tools to help you with the error message that you've encountered.
To contact them, here's how:
After you connect your bank, you can use this article to learn how to match your online bank transactions since QuickBooks will automatically download the latest ones.
You can post your reply below if you have additional questions or concerns, and we are here ready to help you out.
CBA and new MFA protocols
Since CBA began multi-factor authentication a few days ago, I receive a request on my smartphone to authorise connection to QBO daily when QBO feeds try and update.
This seems only to be a problem for my connected credit card account, as I do not believe this account was "upgraded". It has been frustrating to get the feed to work, and this happens every day. Every time I receive an error saying to try and update or cannot connect. I then need to connect again through the bank feeds and authorise multiple times.
I do not have the ability within QBO to request the credit card to be upgraded.
I completely understand how that could be time-consuming and frustrating, @apk19. Let me provide some clarity and share the steps you can take to address it.
Please note that only Business and Personal bank accounts are supported by CBA Direct Feeds, which is why there isn’t an option to upgrade your credit card account.
I recommend reaching out to CBA directly to discuss the MFA requirements they’ve implemented for QuickBooks Online bank feeds. They’ll be able to provide further clarification and assist with any account-related updates that might help.
For now, you can choose to manually authorize the daily connection or upload your bank transactions into QuickBooks Online. While this may not be the most convenient option, it will help keep your records accurate and up-to-date until further action by your bank.
For detailed instructions on manually uploading transactions, please refer to this guide: Manually upload transactions into QuickBooks Online.
Let us know if you have further questions.
Thanks for bringing this to our attention, BeiloonDB.
Error 176 means that QuickBooks Online (QBO) is unable to sync or update data from your bank servers due to the following reasons:
To confirm, log in to your bank's website to check if there are no issues with your credentials, security prompts, or account availability. Verify if their system is functioning accurately and not under maintenance.
If everything is fine on their end, we can manually refresh the connection between your bank and QuickBooks by following these steps:
If the issue persists, log in to your QuickBooks Online account using a private or incognito window and manually update the connection again. This helps rule out any browser-related issues. You can also switch to another supported browser to see if that resolves the issue.
If none of these steps work, you may consider uploading your transactions manually via a CSV file. For detailed steps, refer to this article: Manually upload your transactions, receipts, and bills into QuickBooks Online.
Let us know if you have any other questions or concerns by leaving a reply below. We'll be right here to help you out.
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