Connecting to Barclays using Pinsentry

Hi

Not sure what happened with the link - so I’ll try and post the correct link - but there is a full copy of the original post below.

https://quickbooks.intuit.com/community/Banking/Barclays-Bank-feed-requires-multi-factor-identification-code/m-p/158242#M117

(Original post)

In case it helps others, this was my solution to making a Barclays Bank feed update automatically with Quickbooks.

1. Before you do anything, create a passcode and memorable phrase at Barclays https://www.barclays.co.uk/help/online-banking/login/setup-passcode-word/
2. Remove all bank feeds from Quickbooks (if you have already set them up, as I had done). To do this, In Quickbooks, select banking, click the bank feed you want to remove/delete, click “edit account info”, select “disconnect this account on save”. Click save and the bank feed will be removed/deleted.
3. Now add the bank feeds back in. Because you have already configured a “password and memorable phrase at Barclays” it will now give you the option of how you want to connect to Barclays, eg passcode + memorable, 8 digit two factor authentication code etc. If you want the feed to update automatically/stay connected (not sure why you would want anything different), make sure you connect using “passcode and memorable phrase”.
4. If you want to change how Quickbooks connects to your account, it seems you have to delete “all accounts for that particular bank”, and then “add the accounts bank it” before Quickbooks will present you with different connection options. Even now (that I have a passcode and memorable phrase set up) , I am unable to change the way Quickbooks connects to my bank by going into a particular bank feed and clicking on “edit sign in info” or “edit account info”. The only way to change it is to delete all the existing bank feeds for Barclays, and then re-add them

This was my background if you have the same issue.

When I originally created/configured our Quickbooks account and linked it to our Barclays Business Bank accounts, I was unaware that for Quickbooks to automatically update the bank feed on a daily basis (without having to manually re-authenticate each time with an 8 digit Barclays two factor authentication ID) I would need to configure a passcode and memorable phrase with Barclays and connect using these details (as detailed here https://www.barclays.co.uk/help/online-banking/login/setup-passcode-word/).

Because I hadn’t created a passcode and memorable phrase at Barclays BEFORE linking our Quickbooks account to our Barclays Bank accounts, Quickbooks only showed me the option to connect using the 8 digit Barclays two factor authentication ID (and this authentication expires after a while, so you have to keep authenticating to refresh the feed, which is a pain). Had I already created a passcode and memorable phrase, Quickbooks would have been given me the option of how I would like to connect to Barclays.

I suspect many customers won’t have a “passcode and memorable phrase” set up with Barclays before they create a Quickbooks account, so it’s worth adding this in the “bank feed” setup instructions.