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I can't get the bank connection to work on the new business I added in March. I managed to connect initially just fine, but since the authentication expired I haven't been able to get it back. When I click 'reconnect' and go through all the steps it looks like everything has gone fine, green tick saying 'done' when I finish, but the banking screen is still not updating the transactions and keeps saying the authentication has lapsed and I need to reconnect. How can I fix this?
Hi charlie888, thanks for joining the Community
We'll be glad to help get your bank connection back up and running in QuickBooks.
To begin, please disconnect the account. Before you disconnect, be sure to take a few minutes to go through your transactions in the For review bank tab to avoid the possibility of losing data you may need.
Then, take note of the last transaction date in the Categorised bank tab. This will prevent duplicate transactions when you reconnect the account. To disconnect:
1. Go to Transactions, then select Bank transactions.
2. Select the bank account you need to disconnect.
3. Select the pencil icon Image of the edit icon., then select Edit account info.
4. Select the Disconnect this account on save checkbox.
5. Select Save and Close.
You can then reconnect the account to start downloading transactions again (select Link account on the Bank transactions page).
If you continue to experience any problems with the connection, please get back in touch below with the name of the bank provider and the account type (e.g. Current or Savings). Thanks again for reaching Intuit support!
Hi Georgia, thank you for the help. I tried this and it looked like it was working again, but when I went to review the transactions I noticed it had downloaded the wrong account. The client has two businesses and separate accounts for them, and despite choosing the correct account when connecting, QB only pulled two transactions from the correct account and 9 from the wrong one. I tried going through the steps again and disconnected and then connected again, but the same problem occurred. The bank is TSB and I'm trying to connect a business current account. Any ideas?
Hi charlie888, I appreciate you trying those steps. This is unusual and would usually indicate that the incorrect account has been connected to QuickBooks.
From checking on our side, we don't have any reported issues with TSB Bank.
So that we can take a look at the bank connection on our system, please contact our team directly on 0808 234 5337 or by live messaging 8.00 AM - 10.00 PM Monday to Friday, 8.00 AM - 6.00 PM Saturday & Sunday.
Thanks again for reaching out to the Community. I hope we're able to get to the bottom of this for you soon.
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