Coop Bank feed, no OTP codes!

Hi EddieDelag Thanks for reaching out to us here on the Community. We sincerely appreciate your frustrations in relation to not being able to connect your bank. When you login to your account using an incognito/private window on a computer/browser select accounts > fix now are you receiving any type of error message or code?

Hi John,

    in an incog window I get:

"Something kept us from connecting to get transactions here. Let's fix that. (103)

Hi EddieDelag Thanks for trying, I really appreciate it. I'd be grateful if you can select the cog/gear icon, from the main page > connect bank and attempt to connect the same account/entering the same credentials do you experience the same error?

While still in the incog window, the cog/gear method has finally connected to the Coop Bank and brought some missed transactions in, BUT, I can guarantee that within an hour the connection to the bank will have been lost again and we'll be back to square one.

In essence all we have done so far is find a temporary work-around to the exisiting work-around.

just to confirm that my "bank account needs attention" and the connection has gone :(

We recognize the urgency of having your account connected to your online banking. Let me help you rectify your banking connection and get transactions from them to your QuickBooks Self-Employed (QBSE), EddieDelag.

We appreciate you performing the recommended troubleshooting steps provided by my colleague. When managing bank transactions in your account, banking connectivity errors may require further review of your account or your banking institution. To resolve this, we can access your account using your QBSE mobile app. From there, we can enter the OTP code and manually modify your downloaded transactions.

If the same thing happens, I'd suggest contacting our Customer Care Team. They'll pull up your account in a secure environment and investigate what's causing this banking issue. Here's how to reach them:

1. Go to the Help (?) menu.
2. Select Contact Us.
3. You can enter “Has connection issues with Cooperative bank and keep getting asked to enter OTP” in the field.
4. Tap Continue.
5. Click the Chat or Callback option.

Furthermore, you can start categorising your bank transactions in your account to ensure downloaded entries are in the correct line of your Schedule C. 

We'll always be in touch if you have additional questions when managing bank connectivity or any banking concerns. Just keep us posted in the comments below so we can provide further help. Take care always.

I'm also still having the same issue, the only way I can get a temporary fix is by disconnecting my co-op accounts and adding it again, at least I don't lose any of the data. It works for that session but I guarantee I get the same problem.next time I log in 

Thanks for joining the thread and sharing your concern, @dgortonking.

I'll route you in the right direction of support available to help you further with this issue with your bank connection with QuickBooks Self-Employed(QBSE).

First off, I appreciate the workaround you've performed for a fix. If you still encounter the same problem on your next login, I recommend contacting our Customer Care Team Support. They have all the necessary tools to pull up your account and investigate the root cause of this banking concern.

You can follow the steps provided by my peer, RCV, above or go directly to this link for more ways to contact them: Contact QuickBooks Self-Employed Support.

To seamlessly manage future transactions, please check out this article: Categorise transactions in QuickBooks Self-Employed.

You can always reply if you still have baking issues. We're always here to guide and assist you whenever you need help.