Hi there, @lucy-harris.
Allow me to share some insights about your banking concern.
After March 14, 2020 the bank data can only be downloaded into QuickBooks via Open Banking. This is a part of a new regulation that allows customers to share their financial information electronically.
You'll need to re-authorise your bank. If this still doesn't work, I'd suggest to try disconnecting and reconnecting the bank connection to fix it.
However, there are banks that don't support Open Banking feature as of the moment. For those banks that aren't using this feature, they're advised to manually bring in transactions using WebConnect.
Now let's download the transactions from your bank, then log in to QBO and upload the CSV file:
You will be routed to the Downloaded Transactions window where the imported transactions will appear in the For Review section.
You can check out these articles about concern and to know the financial institution that supports this feature:
I'll be here if you need anything else. Please don't hesitate to tag mt name in the comment section below. Stay safe.
We're just hitting our second 90 day period, when we need to re-approve Open Banking for Quickbooks Online and Barclays, and the reconnect process doesn't work this time either.
Last time, in April, we had to disconnect the accounts, and re-connect them to get it to work again (being careful to only import the most recent transactions).
This time, July, it has the same issue. The standard procedure fails, and the only solution is to disconnect the accounts, and re-connect them.
When you try and reconnect the Barclays account are you getting any error codes or messages showing up to say why it won't reconnect the account back up for you.
I'll take some screenshots next time (another of our accounts will require reconnecting in the next few days), but the the last Quickbooks account I did it for (today) implied it had been successful all the way along, and it's only when it's finished, and you look at the banking page, that it suggests that it failed (I can't remember the wording. I'm thinking it was something like a yellow warning sign, with a question mark?).
The account I was working on today is linked to 1 Barclays Current Account + 2 Barclays Savings Accounts. It was the 2 Barclays Savings accounts that I had to disconnect and reconnect.
No problem if you can next time you're on your account if you could get some screenshots and send them to us that would be great and we will have a look into this for you to see what is going on. when you reconnected the account did it bring through any new transactions for you or not or did you get this yellow warning sign and that's it?
I was in fix mode, not really concentrating today!
I’ll grab screenshots next time. I’m sure one or two of our other QuickBooks accounts will require re-approving next week, so will have something shortly.
Thanks for your help
This is still an issue for me - I think a few months ago I had one successful 're-authorisation'. It has come up again for two accounts despite trying twice (and stating it is successful) it still prompts for reauthorisation stating it needs doing. The only fix is removing and re-adding the accounts which fills me with dread based on past experience. Please, just get this sorted! FYI this is with Barclays too and no errors before anyone asks ;)
Hello CSG, Barclays we have found have security protocols which we have to navigate for example if you have the Barclays app on your device it will likely block the connection from the re-auth if you are using the device to connect unless the app is not present. We want the re-auth process to be as smooth as possible and do take on board that disconnecting and reconnecting is not ideal, we are working with the banks to make the experience better for you. We can only add that we are a third party trying to connect so we do not have overall control over the connection being re-authorised.
I am having this same issue trying to reconnect with bank of scotland/halifax account.
the bank confirms everything and only when i'm directed back to quickbooks it says failed, any suggestions would be appreciated
Hi. I am having this problem with both a Natwest and Nationwide account. All seems to be going well and get the Green tick saying that it is connected but when you go back into the banking page there is an exclamation mark saying that it has been unsuccessful this time. Something about there is a new way to do this but it takes you to a screen telling you how to disconnect the accounts - is this really necessary???
I have cleared my computer from cookies as this has been a problem in the past but it hasn't made any difference this time!
Please can anyone help as I am beginning to lose the plot!
Please know that this isn't the kind of service we want you to experience with us, @jane72. I'm here to lend a hand in addressing your banking concerns.
I recognize the importance and urgency of getting this issue resolved. I also understand that we need the bank feeds to easily manage our bank transactions.
I'd like to inform you that we have an open investigation (inv–65066) regarding this issue. Rest assured that our engineering team is already working on a solution to the error that you're getting.
For now, I'd suggest reaching out to our support so you'll be added as one of the affected users. This way, you’ll receive a notification when a fix is available. Just make sure to check our support hours so you can contact us at a time convenient to you.
Here’s how to get in touch with our representatives:
Your patience and understanding in this situation are much appreciated. Please let me know how this goes. If you have any other questions you need help with besides banking concerns, you can leave a reply below. It'll be my pleasure to assist you.