Problems with Bank account connections

We've come to help, @The Leather Buff.

Let's work together to reconnect your bank account in QuickBooks Online (QBO) so you can get back to business seamlessly.

Before that, I'd like to know the name of the bank account affected. This way, we can verify on our end if there are ongoing investigations regarding the financial institution.

Furthermore, banks are required to authorise new or modified bank feed connections every 90 days in accordance with the Open Banking regulations. If your bank connection has expired or disconnected abruptly, you'll need to disconnect and reconnect your bank account in QBO. 

First, it's necessary to verify all the transactions under the For Review tab are the ones you want to include in QBO. To do that:

1. Go to Bookkeeping, select Transactions, then click Bank transactions.
2. Select the bank in question and click the For Review tab.
3. Categorise and match the transactions.
4. Next, select the pencil ✎ icon and click Edit account info.
5. Check the box for Disconnect this account on save.
6. Select Save and close.

Once done, let's reconnect the bank. Here's how:

1. Go to Bookkeeping, select Transactions, and click Bank transactions.
2. Select Connect account or Link account.
3. Follow the steps in this article to connect your bank feeds: Connect your bank feeds using Open Banking.

For a more detailed guide, please refer to this article: Reconnect your bank account in QuickBooks Online.

In addition, you'll want to reconcile your accounts in QBO to ensure they line up with your credit card and bank statements. Doing so guarantees that your books are accurate and balanced.

Feel free to add a reply below if you have any follow-up questions about reconnecting your bank account. We'd be glad to assist you.

I'm having the same problem.

Mettle account.

Hello Madebyjenwren, Thanks for posting on this thread, can you please follow the steps JaeAnnC has put and see if this resolves the issue for you. If you still have any problems after trying that then please don’t hesitate to reach back out to us again.

Thank you for your detailed response. 

I think I have tagged the post incorrectly, I'm not using QB Online - I'm using QB Self-Employed, so unfortunately I can't follow your instructions. 

My main issue is that when I go into the Manage Accounts page to re authorise the account none of the links work therefor making it impossible for me to do anything. 

My bank by the way is HSBC and is a personal account causing the issue, the business account seems to be ok for now - transactions are coming through for that account. 

I'm also using self-employed and can't click on any links as well.

Same here, this platform is becoming pretty useless.

I have had to reconnect 2 bank accounts again, this has uploaded the new transactions but has labelled both accounts as Business-Current whereas before I had the bank name and then the account name, so easy to see in transactions.

So, question is what the hell is going on and can I manually edit the bank account title?

Hello The Leather Buff, Madebyjemwren and thecartoonman thanks for posting on this thread, no problem at all, so with you using self-employed could we get you to reach out to support on either our chat support so can set up a screenshare and check your account or social media either twitter or Facebook and send us a DM/PM of your issue and the email address linked to your account so that we can look into this issue you're having more for you thanks. 

I have done this before, it's very time consuming and they could not resolve my issue despite taking over my screen.

A number of us have reported this issue, it's not unique. So maybe the Engineering Team can see what may have gone wrong in the last 24 hours, again, before we have to spend ages with an agent. Sorry, but these glithches are happening are too often, my Manage Accounts have not worked properly since the site upgrade last year.

Exactly, total agree with this 

Having the same issue on self employed, cant authenticate a new connection, been like this for over 8 days. 

Let's make sure we'll be able to fix your bank connections, antwon.

May I know what's the name of your bank? Under Banking rules, banks are required to authorise new or changed bank feeds connections every 90 days. we can refresh your connection so you can successfully reconnect your bank. To do so, follow the steps below:

1. Go to the Gear icon.
2. Select Bank Accounts.
3. Choose Refresh All.

After that, reconnect your bank account. However, if you're still getting the same issue, you can check with your bank if they have any updates. Sometimes the primary reason why you're unable to authenticate a new connection is that there are updates from your bank. If this happens, you can manually import your bank transactions using a CSV file. You can get this file from your bank's website by following the steps below: 

1. Go to the Gear icon.
2. Select Imports.
3. Tap Import older transactions and follow the on-screen instructions.
4. Click Import.

For more information and a complete process on how you can manually add transactions, go through this article: Manually Add Transactions In QuickBooks Self-Employed.

Moreover, learn how QuickBooks puts your transactions on the correct line of your Schedule C. I've added this article for your reference: Categorise Transactions In QuickBooks Self-Employed.

Leave a comment in the reply below if you have any questions when connecting your bank. I'll always be right here to help.

All Bank feeds are fully connected, the fault here is with QB. None of us can click on the bank link and get taken to their site for authentication, the link does not work. Everything you suggest I have tried for months and still cannot get it back to working as it did in October before your site upgrade. 

Bank is Santander Business account, as mentioned earlier none of us can authorise the connection as the QuickBooks link does not work, cant do anything on the page after i have clicked authenticate account.

Starling and Lloyds Bank for me. C’mon move this on from these front line threads and onto a technical team that can sort it, it only went wrong in the last 24 hours.

We'd really want to have this sorted out so you can reauthenticate your accounts, thecartoonman and antwon.

Most of the time, banking errors in QuickBooks are usually caused by browser issues and maintenance with the financial institution's website.

This is why we recommend logging in to your account in an incognito browsing session or switching to a completely different browser to isolate the issue. You can use these keyboard shortcuts to start an incognito session just in case you haven't tried it yet:

• Ctrl + Shift + N  for Google Chrome
• Ctrl + Shift + P for Firefox
• Control + Option +P if you're using Safari
• Ctrl + Shift + P for Microsoft Edge

Then, log back in and check if you can reauthorize the banking connection. If you're able to do it, clear your cache and cookies by following the steps in this article: Clear Cache and Cookies to Fix Issues When Using QuickBooks Online.

If you are still getting the same result, I would recommend reaching out to our support team via phone call or chat. They can take a closer look at this and check for other options we can do to resolve the issue. Please go to this article to get their contact details: Contact QuickBooks Self-Employed Support.

Allow me to share a couple more articles in case you need more guidance when using the online banking feature: 

• Delete Bank and Transaction Data in QuickBooks Self-Employed 
• Exclude or Delete Transactions in QuickBooks Self-Employed 

Let me know if you're able to reauthenticate the banking connections. Please reply back to us to share updates and if you have follow-up questions. We're always here to help anytime you need it.

I just don't have the time to spend a considerable time with your Support Team, been there and not doing it again, it was a waste of time.

Fact, it does not work, not just for me but others as well, forget looking at individual cases and realise that this is a system wide issue for many, go away and come up with a fix pdq.

We are now just a month away from the end of the tax year, if this is not sorted within the next 2/3 weeks then I'm off to a different provider. Been going round in circles with basically nobody at QB able to put the platform to back how it always used to work until Oct/Nov 2022, really cannot be bothered anymore.

Hi thecartoonman, we've raised the following investigation for this issue and our team are working to fix: INV-84188 QBSE UK Banking- Re-authenticate link on the banner doesn't respond for multiple banks. Please await further updates on this via email. :)

I am having the same issue, the CTA is not responding. Tried restarting my browser, that's not the issue. Guys @ Quickbooks, you need to look into why the link isn't clickable

The bugs on this system are getting ridiculous and with the upcoming price increase for a product with constant issues that doesn't work, I will start looking elsewhere.

Hi Ginny18, we've reported this issue on the above investigation (INV-84188 - QBSE UK Banking- Re-authenticate link on the banner doesn't respond for multiple banks) and our team is already working to fix. Please await further updates on this via email. 

Im having the same issue.  The link to re-authenticate doesnt work.  Please help

I am glad to have you here, @Alun1. Thank you for visiting the Community and informing us that you are experiencing the same issue.

Working on tasks in QuickBooks Online without encountering any errors or challenges is essential. We received reports about the Re-authenticate link on the banner not responding for multiple banks. Rest assured that our software engineers are diligently working on it already. I suggest contacting our QuickBooks Online Support Team to be included on the list of affected users. Then, once everything's fixed, they can directly email you the status of the issue.

To contact support:
 

1. Sign in to your QuickBooks Online account, then select Help (?).
2. Choose either tab to get started: Assistant or Talk to human.
3. Search or click Contact Us.
4. Start a chat with a support expert.

If you want to reconcile your accounts in QBO to match your bank and credit card statements, please refer to this article: Reconcile an account in QuickBooks Online.
 

Get back to us if there is anything you need help with regarding your bank connectivity. We are here to help. Stay safe!

I'm having exactly the same issue too, for at least a week now (I didn't report it sooner as I wanted to try again in case it was a problem at my end). It's really frustrating, especially with tax year end coming up shortly.

Same here! The refresh all button and Authenticate account both have no effect. 

I'm using Self-Employed with Natwest.

It seems to be across the board with Quickbooks the people are having issues and not the individual set ups or banks