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Level 1

Hate QuickBooks. Never works as I work. CPA & BK like it. Had to turn off 2 factor sec on PayPal; it won't stay connected, wants to reconfirm each day. Must be solved!

It's frustrating, because my BK has limited time, and she had to keep telling me to reconnect my PayPal so she could work. Lost a week of time during trying to do my taxes. Every time I use QuickBooks, something is broken. It's so complex, and it seems like it should be a slam dunk. Why is QB so bad?
5 Comments
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QuickBooks Team

Hate QuickBooks. Never works as I work. CPA & BK like it. Had to turn off 2 factor sec on PayPal; it won't stay connected, wants to reconfirm each day. Must be solved!

Hello there, @eliothochberg.

 

Our QuickBooks developers are doing their best to provide you the excellent customer service. Encountering banking issues while using the program isn't the practice that we'd like you to have.

 

To get this hurdle sorted out, I recommend contacting your financial institution to help verify if they haven't created modification with their bank connection security with QBO. This way, they'll be able to turn off the two-factor security so the bank will stay connected. 
 

Please that QBO is only dependent on the information and rules that are provided by your bank. 

 

If they already settled the two-factor security and the issue persists, you can contact our Customer Care Team. They'll be able to further isolate why you're always prompted to reconnect your bank to QBO.

 

You can reach them through this contact details:

  1. Click on Help at the top menu bar.
  2. Hit on the Contact Us button.
  3. Enter a brief description of the issue in the What can we help you with? box.
  4. Press on Let's talk.
  5. Select on Get a callback.
  6. Key in your contact details, then tap on Confirm my call.

contact us1.PNG Contact us2.PNG

 

I've added here some articles below about categorizing and matching your bank transaction in QBO for reference:

I'm just a reply away if you need anything else. I'll make sure you're all set. Have a great day!

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Community Champion

Hate QuickBooks. Never works as I work. CPA & BK like it. Had to turn off 2 factor sec on PayPal; it won't stay connected, wants to reconfirm each day. Must be solved!

Have you thought instead of granting the BK access to your PayPal account so that she can download transactions and manually enter them in QBO? Connecting PayPal to QBO is not a requirement to get data in, unless, of course, you are processing hundreds of sales per day

Highlighted
Level 1

Hate QuickBooks. Never works as I work. CPA & BK like it. Had to turn off 2 factor sec on PayPal; it won't stay connected, wants to reconfirm each day. Must be solved!

Thanks for your suggestion.

I thought the whole point of the QB online system was that it was a central place for all of my accounts. And, unfortunately, this problem isn't only for PayPal, although it's worse for that. Since I have a PayPal business account, it does appear that I could have them separately access my PayPal, but that adds complexity that seems unnecessary.

However I have a similar problem with my credit union account. They require 2 factor, I cannot turn it off. It's less annoying, as it's only once a month, but I would hope that, given the size of Intuit and that I'm paying monthly, they would have worked this sort of security issue through.

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Level 1

Hate QuickBooks. Never works as I work. CPA & BK like it. Had to turn off 2 factor sec on PayPal; it won't stay connected, wants to reconfirm each day. Must be solved!

I'm not sure I entirely understand what you're trying to say, your grammar is confusing me.

As far as I know, I cannot have PayPal give me special permission to turn off 2 factor just for QuickBooks access. But this isn't the only time I have this problem. My credit union requires two factor once a month, and they will not turn it off. So I have to renew the security every month.

I would encourage QuickBooks to find a way to handle this. 

Highlighted
QuickBooks Team

Hate QuickBooks. Never works as I work. CPA & BK like it. Had to turn off 2 factor sec on PayPal; it won't stay connected, wants to reconfirm each day. Must be solved!

Thanks for adding more details about your concern, @ eliothochberg.

 

I appreciate you letting us know your thoughts about the Two-factor authentication. This feature helped prevent unauthorized users from having access to your account.

 

Adding the functionality to turn on/off the Two-factor authentication is a great idea. Please know we take your ideas as an opportunity to help better the product's features.

 

I’ll send feedback on your behalf about being able to turn off the 2FA for consideration in a future enhancement.

 

To keep you in the loop as to what’s new and what’s coming on the application, I invite you to visit the QuickBooks Blog. You’ll also see additional resources to help easily manage the business.

 

Reach out to me if you have any other concerns or questions. I’ll pop right back in to answer them for you. Have a good one.

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