cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
rebecca74
Level 1

How do I get Quickbooks and my bank to connect reliably without re-entering my banking informatiom multiple times? It started when RBC forced 2-step verification.

I have spoken with a Quickbooks support person, and I was only able to reduce my efforts to connect a little. It can take me 10 minutes to sucessfully connect, and sometimes, not at all.
Solved
Best answer June 10, 2023

Best Answers
rebecca74
Level 1

How do I get Quickbooks and my bank to connect reliably without re-entering my banking informatiom multiple times? It started when RBC forced 2-step verification.

I think I found the solution on my own!  I was using a username to access my accounts.  When I updated using a bank card number, I was able to connect with only having to complete the 2-step verification.  I've since had success with this method, so I am pretty confident I've solved it.

View solution in original post

3 Comments 3
Amanda-B
QuickBooks Team

How do I get Quickbooks and my bank to connect reliably without re-entering my banking informatiom multiple times? It started when RBC forced 2-step verification.

Hey there rebecca74,

 

Welcome to the QuickBooks Community. Thanks for reaching out to us here. Being able to connect your account without running into any issues is important. I would be happy to provide some information. 

 

It may be browsing data on your system that is preventing the software from doing what it is supposed to do. Here are some steps to resolve issues that are caused by browsing data:
 

If the issue persist, I recommend reaching out to the support team outside of the Community. They'll be able to verify your account details in a secure setting, as well as view your screen to better assist you. They also have the necessary tools to create a ticket to get the issue resolved if they feel it is necessary. You can reach them by following one of these methods:


Schedule a Callback or start a Chat: click (?)Help in the upper right > type and enter "Contact support" into the QB Assistant > click Contact Us > explain your situation > click Let's Talk > choose Get a callback or Start a Chat.
Social Media: Facebook and Twitter

 

If you have any other questions, feel free to reach out here.

rebecca74
Level 1

How do I get Quickbooks and my bank to connect reliably without re-entering my banking informatiom multiple times? It started when RBC forced 2-step verification.

I think I found the solution on my own!  I was using a username to access my accounts.  When I updated using a bank card number, I was able to connect with only having to complete the 2-step verification.  I've since had success with this method, so I am pretty confident I've solved it.

Alex M
QuickBooks Team

How do I get Quickbooks and my bank to connect reliably without re-entering my banking informatiom multiple times? It started when RBC forced 2-step verification.

Hi there rebecca74,

 

I'm happy to hear that you located the answer you were looking to find. If you have any other questions, feel free to reach out here.

Need to get in touch?

Contact us