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springywaters
Level 1

I have changed banks and now the bank requires sign in info every time to get transactions

Bendigo bank

1 Comment 1
CamelleT
QuickBooks Team

I have changed banks and now the bank requires sign in info every time to get transactions

Let’s figure out what’s causing the repeated sign-in requests you’re experiencing when downloading transactions from your financial institution and explore ways to make the process smoother for you, Springywaters.

 

First off, it's important to note that some banks may require additional security measures that require you to enter your sign-in credentials each time you access your transactions. 

 

To better understand these measures, I recommend reaching out to Bendigo Bank directly. You can also check if they offer a specific setting on their end to authorize QuickBooks as a trusted connection, which can help minimize how often you need to sign in when obtaining transactions.  

Additionally, I'll share this resource to help you streamline your transaction management: Categorise transactions.


If you have other queries about managing bank transactions in QuickBooks Online, feel free to click the Reply button below. The Community team is always available to provide assistance.