Cannot Renew Connection to Bank Account

Hey Gabriele L,

Thanks for the detailed post - we apologise for the for the issues you are experiencing with the bank account. Can I check the bank provider you are with to confirm if we are experiencing issues with the transactions becoming unreviewed?

Hello, my current account is with Nationwide Building Society.

Thanks

Thanks for getting back to us, Gabriele L.

We have an ongoing issue with the Nationwide Building Society bank transactions are showing unreviewed in QuickBooks Self-Employed (QBSE) UK.

Our engineers are working on a permanent fix to prevent this from happening again. At this time, we don't have a firm timeline to when this issue will be resolved. 

Since you've already contacted our QBSE Support Team, they have added you to the list of our affected users. Any updates on this will be communicated via email.

I'll also notify you in this thread once a permanent fix has been implemented.

I appreciate your patience and understanding. If you have any other concerns, just let me know by leaving a comment below. I'm always glad to help. Have a good one.

Hello, 

Thank you for your message. Any news on whether there has been a fix for this?

Many thanks

Gabriele

Hello, @Gabriele L.

Let me share the recent updates about the ongoing issue with Nationwide Building Society bank.

If you have Memorable info as an option to authenticate your account, you can successfully access your account in QuickBooks now.

To re-connect a bank:

1. Go to the Gear icon.
2. Choose Bank Accounts.
3. Click on the Connect Another account link.
4. Enter the name or the URL of your bank in the search box.
5. Type in your sign-in info you use at your bank's website and click Connect securely.

If you're still using OTP in accessing your account and you don't have the option for Memorable Info, I'd recommend contacting our Customer Care Team. An agent will be able to look up your account on a secured environment and further

Feel free to leave a comment below if you have other questions. I'm always here to help.

Hi, thank you for your message.

Before I try that could you please clarify if I need to delete the account that is currently connected? 

I currently have my current account from Nationwide show up on my bank accounts (albeit with a lot of xxxx's instead of my account number). Should I ignore this and select connect another account anyway, or delete the current connection and do it from scratch...?

Thanks

Hello

To clarify do you have  a memorable password with Nationwide or do you use a one time pass code?There is an open escalation with our banking engineers and depending on which you use we can advise the best action.It looks like from the previous posts you have the Self Employed product so we would not recommend disconnecting as you would loose the banking transactions.

Thanks

Emma

Hello,

I use a memorable password to access my online Nationwide account.

Many thanks

Gabriele

Hello Gabrielle

Okay we have found that some users have been able to disconnect the connection and reconnect using their log in information and their user log ins.To do this if you can go to the cog>bank accounts>the rubbish bin icon>type in delete.Re add the account. We do have to stress that you would loose any reviewed transactions though we can through our banking team request they be brought back.It is up to you.Users have found when they set up the connection again this way it has been successful.

Let us know if you do decide to do this

Emma

So you are telling me that if I were to do that I would only temporarily lose my transactions? Are you 100% sure that I would be able to get them back? How do I go about getting my transactions back from the banking team once I delete the connection to my current account and then re-establish that? Would that happen automatically? And does this loss include all transactions, including ones from the previous tax year? 

Thanks

Gabriele

Hi Gabriele L

You would permanently lose all the transactions you have reviewed/added in from the banking screen. We can request that our support team have them re-instated once the banking connection has been re-established however you would have to contact us to inform us that this has been done. You will ten have to review all the transactions again.

Okay, and you can guarantee me that this is possible and that I will for sure get all of my transactions back? Also, who specifically should I contact, and how? The communication lines for the self-employed are not too clear or varied in number. Can you point me to this specifically? 

Many thanks

Gabriele

Hi Gabriele L

Once the banking connection is re-established we will re-instate the transactions. Once the bank is re-connected you can message us here.

Thank you, and just so I'm clear, am I due to lose all transactions when I do this, including from the previous Tax year, or jus from the current tax year?

Thanks 

Gabriele

Hi Gabriele L

You will lose ALL the transactions showing within the transaction section.

But as promised, if I disconnect my bank and then come here to ask you to reconnect it, I will have everything as it was before, all of the transaction from the past that I had already categorized still categorized? 

Our support team will reinstate all your transactions, Gabriele L. Although, you have to review them all again.

This means that you'll have to manually categorise and approve them again in our system. You can use the rules feature to speed up reviewing and categorising the transactions. 

Aside from messaging us here, you can also contact our QuickBooks Self-Employed support through email. Here's how:

1. Visit our website.
2. Select QuickBooks Self-Employed.
3. Fill in the necessary fields, then click Ask Your Question.

An agent will get back to you within 1 business day. 

Please know we're just around to help you with your banking concerns. 

Yes i am having this problem every time and it seems Quickbooks dont want to help. The support is abysmal!!

I also struggle to renew my bank connection, no problem with the bank, just when it hands me back to Quickbooks, it just complete the process. Not very quick at all.

Hi SpringRoad01, which bank provider are you with, and do you see any specific error codes or messages when returning to QuickBooks? Is the experience the same when authorising the connection through a different web browser or incognito/private browsing window? 🧐