posted

Adding Bank Account

I have tried to link my business account but each time it says that I am logged into the account on another device- which is not the case?

Please can you advise me how I can link my bank account and why this error is coming up?

Many thanks,

Emma

Accepted Solutions

Adding Bank Account

Hi Emma

As we are a third party connecting to your bank if the bank picks up that a log in to the bank was not properly signed out it will stop us being able to sign in as it thinks there is already a sign in there.

There are some ways to force it to pick up no one is logged in(sometimes called a banking aggregation)

1.Make sure you have been signed out of online banking(including any apps) for more than 15 minutes

2.Try clearing the cache and cookies in your browser, making sure time range is set to all or all time,closing the browser and re opening and then going back to the banking page on Quickbooks Online and hitting update

3.Try an incognito or private window or another browser

4.If you use a banking app on your phone or tablet make sure it is not minimized and make sure the app is closed completely

5.Make sure background refresh on app is not turned on(you can google how to turn of app refresh on android or ios)

6.If it is not a joint account and there are no other Quickbooks accounts the bank account could be linked to and you still have any issue there a 3 more options

The first option is

Wait 24 for a fresh banking aggregation(the bank usually runs one to kick out any logins overnight)

The second option is

Call the bank and advise a third party is trying to connect to your bank and ask if they can kick out any active logins

Lastly one thing that does push out active logins is a change of password

Change the password at the bank website and then come back to the Quickbooks Online and edit sign in info on the bank and enter new information(you can always change the password back once you are in

Any questions let us know

Kind regards

Emma

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4 REPLIES 4

Adding Bank Account

Hi Emma

As we are a third party connecting to your bank if the bank picks up that a log in to the bank was not properly signed out it will stop us being able to sign in as it thinks there is already a sign in there.

There are some ways to force it to pick up no one is logged in(sometimes called a banking aggregation)

1.Make sure you have been signed out of online banking(including any apps) for more than 15 minutes

2.Try clearing the cache and cookies in your browser, making sure time range is set to all or all time,closing the browser and re opening and then going back to the banking page on Quickbooks Online and hitting update

3.Try an incognito or private window or another browser

4.If you use a banking app on your phone or tablet make sure it is not minimized and make sure the app is closed completely

5.Make sure background refresh on app is not turned on(you can google how to turn of app refresh on android or ios)

6.If it is not a joint account and there are no other Quickbooks accounts the bank account could be linked to and you still have any issue there a 3 more options

The first option is

Wait 24 for a fresh banking aggregation(the bank usually runs one to kick out any logins overnight)

The second option is

Call the bank and advise a third party is trying to connect to your bank and ask if they can kick out any active logins

Lastly one thing that does push out active logins is a change of password

Change the password at the bank website and then come back to the Quickbooks Online and edit sign in info on the bank and enter new information(you can always change the password back once you are in

Any questions let us know

Kind regards

Emma

Adding Bank Account

I am trying to add my business account, every time I log in to account I can only access my personal accounts.

ray

Adding Bank Account

I am trying to add my business account, every time I log in to account I can only access my personal accounts.

ray

Adding Bank Account

Hi there, Ray8.

What's your bank provider? It's possible that your bank doesn't connect to all types of accounts like business accounts. It could be also your bank is not a participating financial institution (FI) or has multiple names on our list.

You can try other listed versions of your bank name to connect your business bank account.

Here's how:

Click Banking on the left menu.
On the Banking page, select Add Account.
Look for your FI and select it from the list.
At the top of the window, choose the link for your bank's website. Then, a new window opens for the bank's website.
Let's make sure you can access your account through this site by verifying that you can see your account summary, account history, and account details without any errors.
If you access the account successfully, log out of the FI's website and continue to add the account in QuickBooks Online (QBO).

If the same thing happens, you can send request support for your bank. You can check out the Unable to find or connect the bank account article and go to Request support for your bank section.

In the meantime, you can use WebConnect to manually import the transactions into QBO.

Please reply to this thread if you have more questions. I'm here to help.

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