I try to reconnect my QB TransferWise account. QB says it has reconnected; yet it has not.

Anonymous · ‎January 18, 2022

I used to reconnect my Wise Personal account to QB fine.

Now when I try to reconnect, QB tries to connect to Wise Business. It prompts me to sign into my Wise Personal account, which I do, I authorise the connection to QB, and QB reports “Done”.

But in QB, trying to Update my Wise Personal account shows that it is not connected.

How do I reconnect my Wise Personal account?

Anonymous · ‎January 18, 2022

I could disconnect my Wise account, then connect it again.

Would the reconnected data successfully pick up where disconnected data left off?

LieraMarie_A · ‎January 19, 2022

I want to make sure you'll get the most updated banking transactions, @Anonymous

Disconnecting and reconnecting an account may download duplicate transactions. Not to worry, you can remove them from the list. Before doing that, I'd suggest performing basic troubleshooting steps. You may have accumulated too much historical stored in your browser that caused this issue.

Let's try accessing your account through an incognito window to rule out the possibility of a webpage issue. You can refer to these shortcut keys to open an incognito window in all supported browsers:

Chrome: Ctrl+Shift+N
Firefox: Ctrl+Shift+P
Safari: Command+Shift+N

If you're able to update your bank without getting an error message, clear your browser's cache. This way, you can access QuickBooks with a clean slate. You can also switch to a different supported browser to see if it has something to do with your browser.

Otherwise, you can disconnect and reconnect your bank. Before you disconnect your account, review the transactions QuickBooks already downloaded from your bank. This prevents it from downloading duplicates when you reconnect. Then, disconnect and connect the account to online banking again.

Please come back and let me know the result after the troubleshooting. I'm determined to ensure this issue gets resolved.

Anonymous · ‎January 19, 2022

Hi LieraMarie_A,

Thanks for your suggestions.

Before I try them, is it possible that QuickBooks is trying to connect a Wise Business account? I do not have one. I have a Wise Personal account.

I would like to know your opinion.

Richard Davey

Anonymous · ‎January 19, 2022

Okay, LieraMarie_A, I have been working on this...

In Summary,

In Chrome Incognito, I went through the entire reconnection process for my TransferWise USD account.

QB briefly reported that the reconnection was Done, then offered to reconnect.

Reconnection has not happened. Screenshot attached.

Would you like to report this?

In Detail,

I opened Chrome, (I usually use Edge) and ran...

Settings > More Tools > Clear Browsing Data > All data for All Time.

I opened a Chrome Incognito Window.

- in Google searched for Quickbooks uk

- logged into QuickBooks

- Banking > Update

- My TransferWise Personal account was still not connected

(Account Name listed in QB as "TransferWise USD"; elsewhere now "Wise.com"; could this cause a fault?)

- Chose "Reconnect" for the TransferWise USD account.

- Displayed a QB window which offers a "Reconnect" button

- Requested connection in QuickBooks.

- Logged into Wise

- on iPhone, opened Wise, "Yes, It's Me"

- laptop Wise window opened; I authorised a connection of my Wise account to QB

- things whirled; there was a brief QB display that the connection was Done; then the display disappeared

- now we have cycled back to the earlier QB window which offers a "Reconnect" button

- navigated back to the QB "Banking" main window, which now has two error boxes, one of which says...

"Bank account reconnection failed

Let’s get to the bottom of this. Find out how to fix it"

- See screenshot (attached)

Next

I have reviewed the account, as per your instructions, and intend to disconnect and freshly connect the account.

Perhaps I must do this because of the name change from TransferWise to Wise?

I may later follow up the Find out how to fix it link.

Would you like to refer this report and screenshot?

What is going on?

Richard Davey

LeizylM · ‎January 19, 2022

Thanks for getting back to us, Hedake.

I’m here to help reestablish your bank connection. Let’s perform some basic troubleshooting steps to get you back on track.

Here are some of the possible reasons why you're unable to connect your account to QuickBooks Online.

The bank is performing system maintenance.
There are notifications from their website that need your attention.

To fix the issue, let’s log into the financial institution’s website. From there, review if there are alerts that need your attention. Then, perform the following steps:

Review your account page for messages, notifications, or alerts.
Check your bank’s website for any announcements.

If your bank connection has expired and you are unable to re-authorise it, you can disconnect and reconnect the account to online banking for another 90 days' permission. You can follow the steps provided in this article: How to re-authorise your bank connection.

However, if you're done with the troubleshooting and still got the same error, please contact our Customer Care Support so we can investigate further.

When you're able to see the accounts with the downloaded bank entries, you can start categorising them for your books. Check this article if you need a guide: Categorise and match online bank transactions in QuickBooks Online.

I'm always here to answer your questions about the Online Banking feature and other processes in QuickBooks. Just reply here, and I'll hop on to this thread again. I'll see you soon.

Anonymous · ‎January 19, 2022

Recently, I could not reconnect my TransferWise accounts.

This worked for me...

- Disconnect a TransferWise account

- Connect a TransferWise account

- This connected all my TransferWise accounts

I don't know, but before doing this it may do no harm to review or reconcile all QB TransferWise accounts.

Richard Davey

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I try to reconnect my QB TransferWise account. QB says it has reconnected; yet it has not.