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angvillanueva-co
Level 1

Can someone help me reconnect quickbooks with my bank? Ever since the bank changed names it won't accept my answers to the security questions. What should I do?

The bank is completely baffled by this problem. I'm even willing to  delete this account and do a manual input but I don't know if that will work now that the bank has changed name.
3 Comments 3
Rubielyn_J
QuickBooks Team

Can someone help me reconnect quickbooks with my bank? Ever since the bank changed names it won't accept my answers to the security questions. What should I do?

It's my priority to help reconnect your bank account in QuickBooks, @angvillanueva-co.

 

The security questions asked in QuickBooks must match the information from your bank. Since it doesn't accept any of your answers and the new URL isn't in the system to reconnect your bank, we can upload your transactions manually.

 

To import your transactions, here's how:

 

  1. Proceed to the Profile ⚙ icon and click Imports.
  2. Choose Import transactions.
  3. Follow the onscreen steps to upload the CSV file.
  4. Click Import.

 

For more information, you may check out this article: Manually import transactions into QuickBooks Self-Employed.

 

May I also ask what bank you use? I appreciate any extra information you can give to help us further investigate and provide the best solution.

 

You'll want to create and use rules to categorize recent and past bank entries. Learn more and get detailed steps on this resource: How to categorize transactions.

 

Let me know if you have further concerns about reconnecting your bank and uploading your transactions in QuickBooks. I'm always here to help. Keep safe!

angvillanueva-co
Level 1

Can someone help me reconnect quickbooks with my bank? Ever since the bank changed names it won't accept my answers to the security questions. What should I do?

Thank you!

JonpriL
Moderator

Can someone help me reconnect quickbooks with my bank? Ever since the bank changed names it won't accept my answers to the security questions. What should I do?

Hi there, @angvillanueva-co.

 

I'm happy you're able to get back to working order with your online banking transactions in QuickBooks Self-Employed. 

 

As always, let us know in the comments below if you have any other QuickBooks concerns. The Community space got you 24/7. Take care and have a good one!

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