Hello Jenna. There are two main reasons why you are experiencing issues with adding extra security credentials to your bank feeds link and needing to re-enter your banking details each time you refresh the feeds: issues with your browser or recent updates to your bank's security measures. Let's explore and address both possibilities.
Firstly, it's possible that your web browser has stored outdated information or developed small errors which could disrupt interactions with online platforms like QuickBooks Online. To check whether this is causing the issue, open a private browsing window. Start a new session without any old stored data, potentially affecting performance. Here's a simple guide on how to do this:
- Google Chrome and Microsoft Edge: Press Ctrl + Shift + N
- Mozilla Firefox: Press Ctrl + Shift + P
- Safari: Press Command + Shift + N
If this works, please return to your regular browser and clear its cache. These will refresh the website preferences that may be causing the glitch. Alternatively, use other devices and supported browsers to ensure everything works as expected.
Lastly, if the browser isn't the problem, you should check with your bank to see if they've made any changes to their security measures or if there are new steps for linking with QuickBooks. Banks often update their security protocols.
While you are working to resolve the issue with your bank, I suggest manually importing your transactions into QuickBooks Online as an interim solution. This approach will help you maintain up-to-date financial records and ensure continuity in your accounting processes.
Once you are connected with your bank without any error, I included an article on managing your finances in QuickBooks Online. It allows you to compare your records with your bank or credit statement to ensure they are accurate and up-to-date: Reconcile an account in QuickBooks Online.
Please don't hesitate to use the Reply button below if you have further concerns about your bank feeds link. The Community is always here to help you.
