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@priesterelectric This is not a solution that I can recommend to my clients. As soon as the bank finds out that this is being done, they will not cover any losses in case of fraud. I feel this is too risky. We are working on getting a limited access card for one of my Scotiabank customers. Another solution is to set up the account so that the bookkeeper has access to the account same as the owners do. This does not void the bank's liability for fraud. However, this again is a real hassle when dealing with multiple Scotiabank clients. Some clients never go to the bank in person - now they need to take time off from work - and with most of them, I would need to go in with them. This becomes expensive and time consuming.
This is really beyond frustrating.
I do not envy your position at all - definitely more complicated than mine is. Frustrating is not the word I've been using with Scotia, lol.
I wish you the best of luck. Sorry, I couldn't help more....
Any updates to this thread? My bookkeeper is still trying to work around this problem.
Hi TGiTA,
Thanks for joining us here. Having the ability to automatically update your transactions in QuickBooks Online can be a great time saver. However, when the connection fails, we need to look further into the unexpected behavior. I'd be happy to provide additional insight here!
It's important to note, when your login credentials are updated on your bank's website, they also need to be updated in QuickBooks Online. If your bank has made changes to the security features, please ensure that you're responding to all notifications that are available when you log into your bank, followed by also updating them in your QuickBooks account. I realize this is an extensive thread, with multiple suggestions, alternatives and repeated advice. For this reason, I encourage you to contact us using one of the methods below, so we can look into the situation from our end and ensure you're back to banking with QuickBooks Online as without further delay!
Schedule a Callback or start a Chat: click (?) Help in the upper right in QuickBooks Online > enter "Contact support" > hit Contact Us > provide a brief summary of your situation > hit Let's Talk > choose Get a callback or Start a Chat.
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Support hours are from Monday to Friday between 9 a.m. and 8 p.m. ET.
Please feel free to get back to us here with any other questions or concerns. We're always happy to assist!
We continue to find makeshift ways of doing what needs to be done. But it is time consuming. We drive to a client's site when it shouldn't be necessary. We download .csv files or get our clients to email them to us. Sometimes we send bank statements to third party software to have them converted to .csv. As far as expecting anything timely from Intuit or Scotiabank, we have pretty much given up. We make do somehow. It is discouraging and frustrating. I am in the process of switching 2 desktop customers to QBO but fortunately they are both BMO customers.
Well we are now able to update / download transactions.
We still get the error message "something isn't working, Complete some security steps from Scotiabank" in quickbooks.
Here is what I have done: Weither or not this is why it now works I am not 100% sure.
I walked into Scotia and got a new bank card, both my personal and business. I had an issue logging into scotia online with personal card for some time but now I can. I then had to reset the 2SV and went through all the annoying questions.
I actually had to call scotia to get help with some answers as some questions it seems there is no proper answer. So you may have to try a few times although you may get locked out, so maybe just call them when you are doing this.
In quickbooks I went to Link account and manage connections and linked the scotia connections again.
We still have to use my cell phone to secure the connection but quickbooks is NOW updating.
Let me know if a new bank card and these steps helps any of you.
B
For us, it's still the issue of the 2SV going to the client when the client isn't always available.
This has been an ongoing problem for over 18 months now.
Agreed my clients are not always available during the work day to deal with banking issues. They have tried getting new bank card but are unable to then check their banking from their phone only the computer. That isn't a viable solution to most on the go business owners in 2023.
Do better Quickbooks. Fix this issue. Maybe talk directly to Scotiaconnect, as this isn't an issue with ATB, RBC or BMO.
How has Quickbooks not worked DIRECTLY with Scotiabank to either review or recreate a specific API to solve this problem? It's always the little guy that has to eat crow and work more hours, while the big boys continue to reap service charges and bank fees. 18 months to solve how to properly integrate handling a 2FA handshake is absurd. Get in the same room together and figure out why the provided API isn't working properly. Until then, give everyone affected by this a credit on their monthly bill. Enough is enough.
This is not just a Scotiabank issue I've contacting this useless company for over a year now cause they can't figure out how to sync RBC accounts ever since 2SV was initiated. I have to manually enter banking info for EVERY anytime I need to do some bookkeeping. Get your Sh!t together Quickbooks !
I now contact the client before I want to do their bookkeeping and ask them to update their banking information (if they know how). In some cases (Like Spend Dynamics with BMO) I need to have the client download (or I go to the client's site and do it myself) the .csv file which I then import into QBO. It has really created much extra work for us. It does not endear Intuit to me at all. I find the lower leverl employees to be good but not the mid to upper levels at Intuit. And just consider the amount of turnover they have had at the mid range. But Intuit continues to be successful!
I've been using a Scotiabank Visa for one month now and may have to change to a different card. The link is not working with 2SV, and shocking to me that this thread is now over a year old and still not resolved.
This might win the title of least helpful post on the internet. We know what 2FA is. That’s why we use it. Your app doesn’t support it properly - as evidenced by the fact that I can add an account fresh and it works great - but it will never update / trigger 2FA ever again. Stop blaming / demeaning your customers - it’s YOUR software that is garbage (I’m a software engineer with decades experience of experience).
It appears that today the problem has gotten worse because of Quickbooks Online's display of the requirement for account verification. Before today, with Scotiabank, when selecting Update for accounts, the same page would display a checkbox that, once displayed, corresponded with the 2FA prompt on the Scotiabank app which, once authorized and the checkbox clicked on QBO, would result in the start of the account sync process. Now, however, upon clicking update on QBO, and authorizing the transaction on the Scotiabank app, only "1" icons appear on the accounts to be synced. Then, it's necessary to click the Manage Connections link and go through the laborious process of authorizing the synchronization that could previously be done from the previous screen. If this isn't evidence of Intuit's incompetence with management of 2FA authorization when syncing with accounts, I don't know what is.
I'm having the same issues with QB and 2 factor authentication. I'm the owner and my bookkeeper keeps asking me "over and over" to reconnect the accounts. Now that is not even working. I've had to BNS software from my phone already and put it back. A nightmare in itself. Still not working. I'm seriously considering dropping both BNS and QB if I can find a better solution. This thread about the issue has not been resolved. Its a software issue. Should be solvable. I blame both QB and BNS.
Doesn't work for me either - QBO please get this fixed. I've been dealing with annoying updates for well over a year now.
Xero figured it out. Intuit can't. Make the change to Xero.
I will continue to muddle along - I am too close to retiring and large majority of my customers are on QBO. I will continue to give intuit bad reviews on this account - otherwise I will stick to QBO, I have one customer on Wave - oh my! Would I like to switch them to QBO. I have looked at Xero and can't see putting my customers and myself through all that hassle.
Intuit is doing well enough financially that they don't have to make this improvement. The top of the top Intuit people are making much money, the rest of the people from there on down turn over frequently. This is a good way of keeping operating costs low when you don['t have many long term employees. The staff from 5 to 10 years ago developed a good product; the current crew only has to maintain it.
Then tell me why Xero figured it out?
I would suggest the staff from Xero are more invested in solving the problem which is not the case with Intuit, it would appear.
I would have to agree. As much as I would like to throw Scotiabank under the bus on this issue, this is on QBO's network engineers/programmers to address.
I finally got on with Intuit chat and have a fix for getting transactions.
You need to disconnect the account and reconnect.
1) We clicked on the pencil on our credit card (or I suppose main bank account would work too).
2) Then edit account info.
3) Scroll down to "disconnect this account on save". Then "save and close".
4) Re-enter your bank account number and password. Transactions all loaded at that point.
Still get the 185 error message after hitting "update" and will see if it works going forwards without disconnecting account again.
B
You are clearly not with the commercial bank part of Scotiabank and Scotiaconnect in particular, since all Scotia credit cards issued by the commercial bank arm (not the retail bank) of Scotia do not support connections to Quickbooks online.
There is no solution yet for bank accounts and credit cards issued by the commercial bank arm of Scotia through Scotiaconnect, connecting to Quickbooks Online. The problem is going on for a month now..
You can use MT Online or one of the converter tools (e.g csv2qbo @ $60 one time license) for the time being.
https://www.moneythumb.com/?ref=110
Your support team was not helpful in anyway to trouble shoot this issue.
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