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N
Northern Sparky
July 2, 2024
Question

Bank lockout

  • July 2, 2024
  • 7 replies
  • 6 views

When QuickBooks tries to log into the bank automatically at night it causes the bank to generate a 2 step verification prompt.  After several failed attempts I get locked out on all devices and need to login to my Bank account to get everything going again.  Does anyone else have this problem? I still want to import my transactions and have the records for reconciliation but I don't want QuickBooks to try login automatically anymore.  I disconnected the accounts for now because I don't want it to continue to try login when I am not signed in to QuickBooks.  But now I can't see the past transactions .  Is there any way to set it up that QuickBooks only checks the bank when I ask it to? 

7 replies

J
JamesM4
Level 6
July 2, 2024

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. 

L
LSATTER
August 19, 2024

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?

 

 

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