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Level 1

I cannot link my bank accounts to Quickbooks. It’s says authentication failed

 
3 REPLIES 3
Moderator

I cannot link my bank accounts to Quickbooks. It’s says authentication failed

Thanks for dropping by the Community space, danni_owen. I want to make sure this gets sorted out. 

 

Is this your first time setting up online banking for this account? Can you verify the name of the bank account you are trying to connect? Any additional information will get us closer to the resolution.

 

If it's a new connection, I recommend validating the credentials first on the financial institution’s website. Once verified, try connecting bank account again on your QuickBooks Self-Employed (QBSE) account by following the steps below:

  1. Click the Gear icon at the top. 
  2. Choose Bank accounts
  3. Enter your financial institution’s URL or name on the search box and see the results.
  4. Hit Continue
  5. Enter the sign-in info you use for your bank's website.
  6. Select Connect securely.

Learn more about the process by checking out this article: Connect bank and credit card accounts to QuickBooks Self-Employed.

 

Once your bank account is connected and downloads transaction, you can now review and categorise your transactions. You can create rules to speed up reviews on your data.

 

Please stop by the Community again if you need anything else. I’m here to help. Have a good one!

Level 1

I cannot link my bank accounts to Quickbooks. It’s says authentication failed

Hello. They have been connected before but for some reason they won’t reconnect 

QuickBooks Team

I cannot link my bank accounts to Quickbooks. It’s says authentication failed

Let me help you connect your bank account, Danni_owen.

 

We'll have to ensure that we're entering the correct credentials.

 

However, if it's entered correctly and you still encountered the same error message, this unexpected behavior can be caused by too much cache. We'll perform some steps to fix it. To start with, open your account using an incognito window. It's the best spot to identify browser issues. These are the shortcut keys:

  • Google Chrome: press Ctrl + Shift + N 
  • Mozilla Firefox: press Ctrl + Shift + P
  • Safari: press Command + Shift + N

If you're able to connect the bank account, go back to the regular browser, then clear the cache to refresh it. It's advisable to delete them periodically to avoid issues like this. 

 

Also, you can use a different browser to help us narrow the cause of this behavior.


Once it's connected, you can categorise the transactions.

 

You can keep us updated after trying the steps. We're just around to help you out.