Bank lockout

Hi there,

Thanks for reaching out to us here. Your banking is a vital part of your account. It's important you're able to get the support you need in order to move forward with your work. 

To get started, I recommend clearing cache and cookies on your browser. Clearing cache and cookies is a great way to clean your browser allowing it to work more efficiently. Here's an article that shows you how to do that: How to clear cache and cookies. Otherwise, I recommend manually uploading your bank transactions using the steps provided in this article here. To make sure we're both on the same page, are you looking to have your bank connected but not have the transactions automatically updated? 

I look forward to hearing back from you in the comments below. I'll be here. 

Hi James,

It's nothing to do with the browser and everything to do with the quickbooks server trying to log in and get the balance in the middle of the night. My Bank sees that as a hacking attempt. I want the bank to update automatically but I don't want it doing it at random times even when I'm not logged in.  That makes my 2 step validation kick in at the bank and if I'm not at the computer to authorize it - it locks my account,

There's no solution for automatic ... I have to download the transactions from my bank and upload to quickbooks.

Thanks anyway.

Connecting your bank to QuickBooks allows for the program sync with the transactions on your bank's website. Is this what you mean by QuickBooks is logging into your bank? 

I had a similar issue, and the 2 step verification was ocurring around 2:00 AM.  Neither my bank or I liked what was going on and recommended I turn off the link between my bank and QB.  When I logged in all of the copies of the receipts I had scanned are now gone.  I scanned them into QB using my iPhone and categorized the transactions.  Is there some place they are still stored?  Or do I have to re-scan them all again?

Yes, but it should only try to sync when I am logged in or it will fail the log in and send a red flag up at my bank.  I can not have it connected at my bank it must be done manually.

I recommend sending feedback about this to our engineers about this. You can send feedback by clicking the Gear icon and looking for Feedback. In the meantime, I recommend manually uploading your bank transactions as the system is designed to automatically update your transactions nightly at around 10 PM. Let me know if you have questions. I'm here to assist.