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Visit this post for a list of recent banking issues in QuickBooks Online.
jamessealey
Level 2

Review my bank connection message constantly showing

Hi, QBSE user here, recently I have a 'Renew your Monzo connection' message sitting at the top of my page. It gives me the option to 'Renew your connection' or 'Learn More'. If I go through the process of renewing the connection, the message is still there, and is always there. It didn't used to always show, 

37 REPLIES 37
Ashleigh1
QuickBooks Team

Review my bank connection message constantly showing

Hello Jamessealey, 

 

Welcome to the Community page, 

 

Is the renew connection showing in blue on the transactions page? or is it just showing as red in the accounts section? 

jamessealey
Level 2

Review my bank connection message constantly showing

It shows in Blue on the transactions page.

 

Screenshot 2021-10-28 at 09.54.38.png

Ashleigh1
QuickBooks Team

Review my bank connection message constantly showing

Hi James, thanks for the screenshot, we are aware of this issue and there is currently an investigation on it which we have added you to and have sent and email to you as well, any updates you will get an email to inform you about it. 

Anonymous
Not applicable

Review my bank connection message constantly showing

Same issue here.  Any updates yet?

Mark_R
Moderator

Review my bank connection message constantly showing

I've got your back, @Anonymous.

 

The issue with reconnecting the Monzo bank account is already closed. Since you're still experiencing the same problem, let's perform some troubleshooting steps to get this fixed.

 

There are some reasons why you're getting errors when reconnecting your bank account to QuickBooks Self-Employed (QBSE). Here's a list of them:

 

  • The bank recently made some changes with their security feature or connection.
  • Log in credentials set up in QBSE don't match with the online banking login.
  • QBSE is unable to connect to your bank's website.

 

To get this reviewed, you'll want to log in to your bank's website and check if there are new alerts, system maintenance, or policy changes on their end. Also, you can refresh the connection between your financial institutions and QBSE. To do so, go to the Banking menu and click Refresh All

 

If the issue persists, I recommend reaching out to our QuickBooks Support Team. This way, they can further check on this matter and provide additional troubleshooting steps to get this resolved. They can also reopen the investigation if other users are still experiencing the same.

 

Once you're able to renew the connection, the system will automatically download your bank transactions. Then, you'll want to categorise them correctly in QBSE. For more guidance, feel free to check out this article: Categorise transactions in QuickBooks Self-Employed.

 

Should you need any additional assistance reconnecting your bank account, you can leave a comment below. I'll be sure to get back to you.

jamessealey
Level 2

Review my bank connection message constantly showing

Hi Mark, it's interesting you say the issue has been closed. I received an email from Asleigh:

 

"Thanks for reaching out to us on the Community page, we are already aware of this issue and have added you to the INV -61304, soon as there is any update on it we will let you know via email."

 

I've had no further updates, and the issue is still persisting for me.

JasroV
QuickBooks Team

Review my bank connection message constantly showing

Thanks for getting back to us and for sharing some clarifications, James.

 

Our engineering team is working diligently to fix this as soon as possible. Rest assured you'll be notified via email once the issue is resolved.

 

In the meantime, let's manually upload your bank transactions. I'll show you how.

 

  1. Sign in to your bank’s website and follow the steps on how to download your transactions as a CSV file. Ensure to download the transaction that hasn't been uploaded to your account to avoid duplicates.
  2. Once done, sign in to your QuickBooks Self-Employed (QBSE) account.
  3. Go to the Gear icon and select Imports.
  4. Select Import older transactions for the account you want to add transactions to.
  5. Click Browse and find the file you downloaded from your bank.
  6. Select the file and click Open to start the import.
  7. Review the column headers and data.
  8. Click Continue to complete the import.

 

You can also see this link for more details: Add older transactions to QuickBooks Self-Employed

 

Once done, you'll want to review and categorize your transactions for accurate tracking.

 

Please bear with us as we're working to fix this. If there's anything else you need help with aside from reconnecting your bank account, you're always welcome to share them with me. I'll be here to help you anytime.

Anonymous
Not applicable

Review my bank connection message constantly showing

This issue is absolutely STILL ongoing.

I can't keep disconnecting/reconnecting/downloading from the bank.

Also, there's no point me 'reaching out' to QB support team as all that does is put me an infinite loop.

C'mon, QuickBooks sort it out already.

It's been over 2 months.

GeorgiaC
QuickBooks Team

Review my bank connection message constantly showing

Hi Simon_D, thanks for getting back to us on this thread - can we check which bank provider you're with and the specific error that is showing on your QuickBooks baking dashboard after attempting to update the connection? 

Anonymous
Not applicable

Review my bank connection message constantly showing

Sorry for the late reply.  I didn't receive a notification.

Bank is NatWest.

Image of notification attached.

Thanks

 

 

 

Screenshot 2022-02-04 at 13.27.22.jpg

 

GeorgiaC
QuickBooks Team

Review my bank connection message constantly showing

Great thanks Simon_D, does the account update with the correct balance and transactions, is it just the prompt that does not remove after renewing the connection? 

Anonymous
Not applicable

Review my bank connection message constantly showing

Hi Georgia,

Yes, the account does update with the correct balance and transactions.

The blue box requesting re-connection to the bank, however, does not

remove, it always remains in place.

Thanks

MaryLandT
Moderator

Review my bank connection message constantly showing

Thanks for getting back to us, Simon_D.

 

Let me provide one more troubleshooting step to isolate and remove the Renew your connection or Learn More option on your Banking page. Let's start by logging in to your QuickBooks Self-Employed account using a private or incognito browser.

 

If you aren't seeing the option, you can go back to the regular browser. Then, clear cache and cookies to fix this.

 

Follow the steps to clear the history for your browser.

 

 

Once done, make sure to restart your browser for changes to take effect. Then, log in again to your account and check if the option is still showing up.

 

Also, you can use a supported, up-to-date browser to have the best and most secure experience with QuickBooks.

 

If it is, I recommend contacting our QuickBooks Self-Employed Live Team. They can create a case to investigate why the bank keeps asking you to re-establish the connection.

 

Keep in touch with me if you have additional questions by commenting below. I'll be right here until your able to clear the option on your Banking page.

Anonymous
Not applicable

Review my bank connection message constantly showing

Hi MaryLandT,

I've tried clearing cache, different browser, private session etc, all to no avail.

Also, the link to the QuickBooks Self-Employed Live Team seems to be for USA users.  I'm in the UK

and it doesn't appear we have a similar Live Team service.  It looks like the link leads me back in

to the infinite Bot loop.  Perhaps I'm missing something?  Any suggestions?

Thanks

Rubielyn_J
QuickBooks Team

Review my bank connection message constantly showing

I appreciate you for getting back to this thread and for doing the suggested steps to fix your concern, @Anonymous. 

 

Since you almost covered the necessary troubleshooting to resolve your banking connection issue, I recommend contacting our support team directly. This way, they can check your account further and provide alternatives to help you with the connection problem. 

 

To proceed, you can utilize this link to help you with the detailed steps on how to reach them: Contact QuickBooks Self-Employed Support.

 

Additionally, I'll be sharing these articles you may find relevant for future use with regards to managing banking transactions: 

 

 

I'm always around to help you out again if you have banking concerns. Thank you for visiting the Community.

Jezz789
Level 2

Review my bank connection message constantly showing

Hi,

 

I have exactly the same issue. I've tried all the suggestions above - different browsers, clearing the cache etc - and the blue box remains around just one of my bank accounts. (Always the same one)

The other four connected accounts are fine and information IS syncing with all accounts.... just this rather irritating message consuming screen space.

 

Any further suggestions?

Ashleigh1
QuickBooks Team

Review my bank connection message constantly showing

Hello Jezz789, 

 

Welcome to the Community page, 

 

 Is the bank with the blue error still syncing and bringing in your transactions or is it not syncing up at all? Does the blue box appear on both the web and app version or just one one of them? When you go into accounts in the cog wheel does it show in there to reconnect the account or is it just on the transactions page where it shows to reconnect the account up? 

Jezz789
Level 2

Review my bank connection message constantly showing

Hi Ashleigh1,

 

1) Yes it still syncs and brings in new transactions

2) The blue box only appears on the web version, not the app

3) The blue box only appears on the transactions page - there is nothing showing to reconnect the account

 

Thanks for your assistance!

Ashleigh1
QuickBooks Team

Review my bank connection message constantly showing

Hi Jezz789, so if the bank is still syncing and bring in the new transactions it looks to be a version error then if it is only showing on the web browser and only on the transactions page as well.  Does it appear on all web browser so google chrome, safari, firefox? Can I ask what bank and account type is it as well that is showing in the blue box for you. 

 

Your most welcome there. 

Jezz789
Level 2

Review my bank connection message constantly showing

Hi,

 

Yes it appears on all the browsers that you mention.

 

I attach a screen shot.

 

Thanks again!

Rubielyn_J
QuickBooks Team

Review my bank connection message constantly showing

I appreciate you for getting back to this thread and for the screenshot, @Jezz789.

 

I can see that you covered almost all the necessary troubleshooting to resolve your banking connection issue. That being said, I suggest contacting our support team directly. This way, they can check your account further and provide alternatives to help you with the connection problem. 

 

To proceed, here's how:

 

  1. Log in to your account.
  2. Click Assistant from the top bar.
  3. Enter your concern. 

 

For more info, you may utilize this article: Contact QuickBooks Self-Employed Support.

 

In addition to that, let me attach these articles you may find relevant for future tasks with regards to managing banking transactions: 

 

 

Fill me in if you have further concern with your banking transactions in QuickBooks. I'll be happy to help you. Take care!

Anonymous
Not applicable

Review my bank connection message constantly showing

Extremely poor, time-consuming and nonsensical service from quickbooks regarding this ongoing issue.

Some weeks ago I received a message stating that I can now complain to the FCA because the problem

has remained unsolved.  Seriously quickbooks?  Get your act together.

Jezz789
Level 2

Review my bank connection message constantly showing

Yes, got to agree with you. This is clearly an issue that affects a number of people so should have been addressed by now.

 

Jezz789
Level 2

Review my bank connection message constantly showing

Clearly this is an issue that affects other people - and has done for some time.

Entering my problem into the assistant achieves nothing.

Can you please advise when this long-standing fault will be rectified?

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