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!

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

I have exactly the same problem.

The problem started when I went to renew the links Natwest, Lloyds and Paypal following my first 90 days on QuickBooks - I am now looking for an alternative system

Sorry to barge in Danni bit I would like to ask  Kristine Mae how you clear the cache on an iphone ?

I only have QB on my i phone not on my desktop.

I only use QB to send receipts to my accountant and they are the reason they need my bank balances connected to QB 

Thanks for joining the thread, @Davidjjbreese. Let me share the steps on how you can clear your cache in your iPhone.

The Reset App Data or Refresh Data options may appear depending on your device. Clearing the cache in your web browser is similar to this procedure. Your app collects cache (cookies) to save you time when loading repetitive data and images. Sometimes, these files can often become outdated or corrupted, which will cause issues like not opening your company information or app crashing. 

To begin with, here’s how:

1. From your phone’s settings, select Settings.
2. Click on General and then choose iPhone storage.
3. Select an app that’s taking up a lot of space. To free up the storage without deleting the documents and data for the app, select Offload App
4. For clearing the cache in your QuickBooks Online App, you can follow the steps below:
5. Select Menu at the bottom and then choose Help & Feedback.
6. Go to the Refresh Data section and then click Refresh.
   
   

If you want to learn more about the QuickBooks Mobile App, clearing cache on your browser or what to do when experiencing a different issue. You can refer on these articles:

• QuickBooks Online app overview
• Clear cache and cookies to fix issues when using QuickBooks Online
• Fix common errors in the QuickBooks Online mobile app for Android
  
  

Please know that you can always ask follow-up questions or create a new thread if you need anything else. We're always here to help with any QuickBooks-related inquiries. Keep safe!

I am having this problem with my Jetblue Barclays credit card. The account is linked, but I validation is failing so I cannot access transactions. I have cleared my cache and tried on 3 different browsers to no success.

Your efforts in performing the troubleshooting procedures are appreciated, carly. Validation issues can be challenging, especially when you need immediate access to your financial information.  

Together, we'll systematically determine the potential cause of this problem and restore your full account visibility as quickly as possible. 

Before anything else, can you confirm if you encountered specific errors or error messages when authenticating your account? This information will enable me to offer a more precise solution. 
 

There are several potential reasons why you're unable to complete the validation process. It could be related to issues with your bank or recent changes to your bank account settings. In this case, I recommend logging into your bank or credit card's website. This allows us to verify that your login credentials and your bank's website are working accordingly.

Then, do the following:

• Look for any messages, notifications, or alerts in your account.
• Visit your bank’s website to see if there are any updates or announcements about new security requirements.

 
For now, I recommend manually importing your bank transactions using a CSV file format. This approach allows you to continue tracking your financial activity and ensure no transactions are missed during the authentication issue. Before you proceed, please be aware that since your bank account is already linked, there is a possibility of encountering duplicate entries when the connection of your credit card account is restored. If this occurs, you can easily exclude those transactions.

I'll leave these helpful articles you can reference later to provide useful context that can help streamline the process of categorising and managing your transactions: 

• Categorise transactions in QuickBooks Self-Employed
• Create bank rules to categorise banking transactions in QuickBooks Self-Employed

I'll keep this conversation open, so if you have additional questions about banking management, drop a comment below. Our Community support team is ready to help you find the solutions you need.