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Everything you need to know about connecting your bank and credit cards in QuickBooks Online
hamid-buildersgr
Level 1

QBO Bank disconnected for many clients with 2 steps verifications in last 4-5 M's. called RBC they said QBO is aware of issue & need to fix it. Can QBO provide an update?

We have many of our corporate clients' bank feeds are disconnected frequently. Any update on our side incl. update of Feed or Statement View, triggers 2 steps verification, client needs to answer question, or our physicians get a message in their phones, ... which caused many interruptions and concerns. Is this going to be resolved? We see the issue for RBC & Scotia Bank. In a call to RBC they mentioned that we've noticed this for some clients and shared with QuickBooks and have been told QuickBooks is working on this, given nothing can be done by RBC. I appreciate an Update from QuickBooks on this. Thank you

1 Comment 1
Jelayca V
QuickBooks Team

QBO Bank disconnected for many clients with 2 steps verifications in last 4-5 M's. called RBC they said QBO is aware of issue & need to fix it. Can QBO provide an update?

Hi, Hamid. It's definitely a hurdle when constant disconnects interrupt your workflow with busy professionals. As your clients have encountered, this occurs when your financial institution has additional security measures, such as security questions or one-time passcodes for authentication or verification.

 

Since you've already reached out to RBC and they mentioned that QuickBooks is aware of the issue, I recommend contacting our QuickBooks Online Live Support team for an update. They can check this behavior further and help ensure a consistent connection to your clients' bank feeds.

 

  1. Go to the Help icon and select the Contact Us button.
  2. Briefly describe your issue or type it in the box, then Continue.
  3. Choose either Chat or Callback for help.

 

In the meantime, you can manually upload your transactions in QuickBooks via CSV to keep your records up to date.

 

Please let me know if there's anything else I can help you with, and I will respond promptly.

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