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christa-innovati
Level 1

I am having ongoing issues with multiple banks on QBO. Is anyone else having issues with having to repeatedly complete secure connections?

This is for multiple banking institutions: Scotiabank, RBC, Tangerine, ATB...

5 Comments 5
Jelayca V
QuickBooks Team

I am having ongoing issues with multiple banks on QBO. Is anyone else having issues with having to repeatedly complete secure connections?

Frequent re-authentication requirements occur due to the strict security measures banks employ, Christa. I understand how challenging it can be to repeatedly reconnect your financial institutions in QuickBooks Online (QBO), especially when working with Scotiabank, RBC, Tangerine, ATB, and others. Maintaining a seamless connection is essential for staying on top of your transactions.

 

Although I would like to assist you directly, resolving issues with frequent re-authentication involves reviewing the specific details of your bank connection and authentication settings. Our support experts are here to help and can look into this further to ensure your accounts stay securely connected.

 

Here's how to reach them using the web browser:

 

  1. Select the Help icon and click the Search tab.
  2. Type in your question in the search bar, then Contact Us.
  3. Choose either Chat or Callback for support.

 

To prevent your chats or calls from being disconnected, I suggest checking our support hours for prompt assistance: Get help with QuickBooks products and services.

  

I appreciate your understanding as we work through this together. We're still available and ready to assist you if you have further questions about bank connections in QuickBooks. Please click the Reply button below, and I'll get back to you promptly. Take care.

SIAB
Level 7

I am having ongoing issues with multiple banks on QBO. Is anyone else having issues with having to repeatedly complete secure connections?

@christa-innovati 

Try opening your QBO account on any private/incognito browser.

Getspruced
Level 1

I am having ongoing issues with multiple banks on QBO. Is anyone else having issues with having to repeatedly complete secure connections?

Cannot connect tangerine despite correct login credentials. Have tried so many times, changed my password in Bank, and still will not connect??

Clark_B
QuickBooks Team

I am having ongoing issues with multiple banks on QBO. Is anyone else having issues with having to repeatedly complete secure connections?

Hello there, @Getspruced. I appreciate all your efforts in connecting your bank, and I understand how challenging it can be.

 

To begin with, could you please specify the bank errors you’ve encountered while trying to connect your bank account? This information will allow me to check our records for any potential bank connection issues. You may have an issue linking or connecting to your bank in QuickBooks Online (QBO) based on the following criteria:

 

  • Your bank has multiple names on our list. Make sure you have selected the correct listing or have tried all possible links. Search by the banking sign-in URL to ensure you’re using the correct listing.
  • Your bank does not connect to all types of accounts (for example, personal accounts vs business accounts).

 

To ensure the correct account is being linked, I recommend visiting your bank's official website first. Once logged in, copy the bank’s URL and use it for searching and linking in QuickBooks. Here’s how:

 

  1. From the left menu, click Transactions and choose Banking.
  2. On the Banking page, select the Link account.
  3. In the Search field, enter the bank's URL.
  4. Select your bank. If you see multiple options, you may have to repeat these steps to find the correct one.
  5. Enter your bank login on your bank's website, then select Continue.

 

 

If the issue still persists, you can contact our Live Support team directly to further review why you’re unable to connect your bank in QBO.

 

We’re always here to help you if you have any other concerns.

SIAB
Level 7

I am having ongoing issues with multiple banks on QBO. Is anyone else having issues with having to repeatedly complete secure connections?

@Getspruced 

Try opening your QBO account on any private/incognito browser. If the same problem persists, use csv2qbo converter tool for the time being. It's a $60 one time license.

https://www.moneythumb.com/?ref=110

 

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