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Connecting bank accounts

Hi,

 

I have connected my bank account but whenever I log out, when I next log in again the connection is lost and I need to re-connect my bank account. It's really starting to bug me! Is there a way I can ensure my bank account remains connected? (This is a problem for the app and the website).

 

Thanks

R

Solved
Best answer 03-14-2019

Accepted Solutions
QuickBooks Team

Re: Connecting bank accounts

Hi Phoenixdad,

 

Thanks for your post. This is a common thing experienced, and its caused by the way our connection currently speaks to your bank. We effectively have the same barriers to the connection as you do when you log into your online banking, when you press update, the system logs into your online banking behind the scenes, downloads the statement, processes the information and presents it in your banking section. There are a few different ways to move forwards with this.

 

You can change your bank security. I'd be willing to gamble, that you currently have some form of pin-sentry, one-time-pass-code or key-code device which gives you a unique code that changes every time you log into your online banking website. If your bank allows, changing this to memorable information and then updating the connection. With memorable information (Character 1, 4 and 8) for example, the answer never changes, just the character the system needs.

 

Depending on your bank, you can use a direct feed; but this is only available with Nat-west, Royal Bank of Scotland, Lloyd's & HSBC. You'll see an option for Direct Feed when you reconnect if your business account is with one of those Four.

 

Thanks,

View solution in original post

3 REPLIES 3
QuickBooks Team

Re: Connecting bank accounts

Hi Phoenixdad,

 

Thanks for your post. This is a common thing experienced, and its caused by the way our connection currently speaks to your bank. We effectively have the same barriers to the connection as you do when you log into your online banking, when you press update, the system logs into your online banking behind the scenes, downloads the statement, processes the information and presents it in your banking section. There are a few different ways to move forwards with this.

 

You can change your bank security. I'd be willing to gamble, that you currently have some form of pin-sentry, one-time-pass-code or key-code device which gives you a unique code that changes every time you log into your online banking website. If your bank allows, changing this to memorable information and then updating the connection. With memorable information (Character 1, 4 and 8) for example, the answer never changes, just the character the system needs.

 

Depending on your bank, you can use a direct feed; but this is only available with Nat-west, Royal Bank of Scotland, Lloyd's & HSBC. You'll see an option for Direct Feed when you reconnect if your business account is with one of those Four.

 

Thanks,

View solution in original post

Not applicable

Re: Connecting bank accounts santander it wont let me keep getting the same messages , all the information is correct

 
QuickBooks Team

Re: Connecting bank accounts santander it wont let me keep getting the same messages , all the in...

We have an open investigation about error 102 in QuickBooks Self-Employed, Richard singlehurst.

 

This error means that we're unable to connect to your financial institution's website at the moment. This is due to technical difficulties, maintenance, or server issue. We suggest for you to wait and refresh your account while we check this error for you. 

 

I suggest getting in touch with our customer care support so you'll receive an update through email about this issue. Here's how:

  1. Visit our website: https://help.quickbooks.intuit.com/en_GB/contact.
  2. Select QuickBooks Self-Employed.
  3. Fill in the necessary fields, then click Ask Your Question.

An agent will get back to you within 1 business day. 

 

Although, for other error messages, you can check this article: Errors Connecting a Bank.

 

We're just right here if you need something else.