Re-authorisation of bank 90days

I appreciate you posting here in the Community, @paulaharper. Let me help you with your query.

I see that you've already used an incognito browser. Let's proceed with further browser troubleshooting.

These are the steps:

1. Restart your browser.
2. Use other browser like Incognito.
3. Clear your browser’s cache and browsing history.

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Please let me know if you need something else. I'll be there to help you sort them out. Take care and stay safe!

Thank you.  Rather bizzarrely it had resolved itself this morning so all is good

Struggling with same problem myself, hope it resolves too soon.

Just hit the same issue but with my PayPal bank account

I can help you in resolving the error you have with your PayPal account, @cpjelectrics.

If you're asked to re-authorise your PayPal connection, you'll just have to disconnect and reconnect the account to online banking.

Before doing so, review all your PayPal transactions that have been downloaded. Make sure to categorise and match online bank transactions.

Here's how:

1. Go to the Banking menu or Transactions menu and select the tile for PayPal. 
2. Select the For Review tab to start your review.

Here's how to disconnect the bank account:

1. Go to the Banking menu or Transactions menu and select the blue bank square for the bank account you need to disconnect.
2. Click the Edit✎ icon in the tile for the bank account you want to update, then select Edit account info.
3. Select the Disconnect this account on save checkbox.
4. Choose Save and close once you're done. 

You can now reconnect the bank account:

1. Go to the Banking menu or Transactions menu.
2. Select Add account or Link account.
3. Follow the onscreen instruction to finish connecting the account.

Check this article for detailed guidance in re-authorising the connection between QuickBooks and PayPal: How to reauthorise your bank connection.

In case you'll encounter errors when trying to download your bank transactions, here's a guide that can help you resolve it: How to fix Open Banking connection errors in QuickBooks Online.

Let me know if there’s anything else that I can assist with your bank connection by leaving a comment below. I’m always here to assist. Have a wonderful day!

Hi,

I'm getting the same problem with Santander Business banking. I've cleared cookies/all data in my browser and re-connected in private mode I get the green tick then back to the window where I started with this message again, been like this for the past 2 days.

Hello edd2, Can we ask you to go to your online banking and check in the third part connections if QB show as connected still? Thanks

Hi,

Yes, I've looked and have got 5 authorised with Intuit, all done today whilst I was trying to re-connect.

Regards

Ed 

I've had exactly the same problem with HSBC today. This problem seems to pop up pretty frequently, I've certainly encountered it several times (every 3 months!) since the UK Open Banking regs were implemented. It's about time QB/Intuit fixed it surely?

I know that this hasn't been easy for you, AlexR132.

When your bank updates its connection to share its financial information electronically, you'll also need to reauthorize your bank connection in the program. This way, you'll be able to get your latest available transactions.

First, review and categorize your downloaded transactions to prevent downloading duplicates when you reconnect. Next, you'll have to disconnect your bank account. Here's how:

1. Go to the Banking menu or Transactions menu.
2. Click the blue bank tile for the bank account you need to disconnect.
3. Select the Edit icon, then choose Edit account info.
4. Tick the Disconnect this account on save checkbox.
5. Click Save and close.

.

Once done, follow the steps in this link to connect the account to online banking again: Connect your bank feeds using Open Banking.

I've also included an article below that will help you resolve common bank errors and issues: Open Banking connection errors.

Fill me in if you have any other concerns or follow-up questions about open banking. I'm always here to help you out.

Any idea why Santander isn't working RE my messages above?

Hi edd2, the 350 error relates to expired authorisation for the 90-day open banking period - if you're not prompted to update this within the banking screen on QuickBooks, please disconnect and reconnect the account. You can do this by selecting the pencil icon > edit account info > tick 'disconnect this account on save' and save. To reconnect' select 'Link account' from the banking screen. Thanks :)

Hello Community Users, We just wanted to pop in and update this thread. The Financial Conduct Authority(FCA) introduced changes from the end of September 2022 which meant you no longer need to go through a re-authentication every 90 days. The change aims to simplify and improve the bank connection in third party products like Quickbooks. You still need to confirm your happy for the connection to continue but that is all.

 We've included an example here (see step 3 in the article for a short reel on the process) Essentially you will get a message when the 90 days is reached advising you that you need to re-authorise the bank connection. It will then forward you to click on 'Manage consent' then it is a case of scrolling down on the page and select either confirm or withdraw. Then that is it.

Any questions feel free to add them here.