Hello Jon Thanks for getting in touch with us about the verify issue with Co-op bank, there is an issue with that banks connection which our banking engineers are currently working on fixing - INV-56276 QBO UK- 'Security info needed- 185- 'Verify your info' button unresponsive Co-op Bank I can link your company to the investigation so that you'll receive all updates going forward via email. In the meantime, if you urgently need to update your account please do so by importing a CSV of the transactions downloaded from your bank.
This isn't the kind of experience we want you to have with the Co-op bank feeds in QuickBooks Online (QBO), @ian29. That's why I'm here to share details about this.
Since the Community is a public forum, and we'll need to collect some personal information to further investigate the cause why you're still experiencing issues with the Co-op bank feeds in QBO, I encourage you to reach out to our Customer Care team. They have all the necessary tools to check the issue and guide you with a fix.
Once uploaded, you'll have to review and/or match the transactions to the existing entries in QuickBooks. This is to keep your financial data accurate. For the step-by-step guide, kindly refer to this article: Categorise online bank transactions in QuickBooks Online. It also contains instructions about excluding personal and duplicate transactions.
Additionally, I'd also recommend reconciling your accounts every month. This is to monitor your income, expenses, and detect any possible errors accordingly. To learn more about this, you can refer to this article: Reconcile an account in QuickBooks Online. It includes information about editing completed reconciliations.
Please don't hesitate to comment below if you have other banking concerns and inquiries about managing your transactions in QBO. I'm always here to help. Take care always.
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