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ondra
Level 1

Admins are unable to connect all their QBO accounts

Hi,
I work for company that integrates with QBO, recently we had an issue where some of our customers became disconnected from their QBO accounts and needed to reconnect. However many of our customers don't see all their QBO companies in the list when they try to reconnect. I Attached image to better explain what page with companies I mean.
I had the customer check that he is still an admin in all his companies and he says he is.

Did anyone encounter something similar?

Solved
Best answer July 14, 2022

Best Answers
Adrian_A
Moderator

Admins are unable to connect all their QBO accounts

Hello there, ondra.

 

Thank you for adding a screenshot. It gives me a visual representation of your concerns. As of now, we haven't received any reports that has the same incidents with you. I'm here to resolve them.

 

To start with, let's ensure that your customers set a preference on when the system will log them out if inactive. Here's how:

 

  1. From the Gear icon, select Account and settings.
  2. Go to the Advanced tab.
  3. Scroll down to the Other preferences section.
  4. On the Sign me out if inactive for field, select their preferred time.
  5. Click Save and then Done.

 

As for the list of companies that didn't show up, have them log in their QuickBooks Online account on an incognito window. It is the best place to identify if you're experiencing some browser-related issues.

 

You can use these keyboard keys to open one:

 

  • For Google Chrome: Ctrl Shift N
  • For Mozilla Firefox: Ctrl Shift P
  • For Microsoft Edge: Ctrl Shift P
  • For Safari: Shift N

 

If the company names shows up, they can go back to a regular browser and clear the cache. A piled cache can also be the reason why we encounter unexpected errors on the page.

 

You can also switch to a different browser like Google Chrome, Mozilla Firefox, Safari, or Microsoft Edge to isolate the issue further.

 

Also, if you want to manage the restrictions of your account users, you can check this reference: Manage users in QuickBooks Online.

 

Keep me posted whenever you need help with QuickBooks.

View solution in original post

5 Comments 5
Adrian_A
Moderator

Admins are unable to connect all their QBO accounts

Hello there, ondra.

 

Thank you for adding a screenshot. It gives me a visual representation of your concerns. As of now, we haven't received any reports that has the same incidents with you. I'm here to resolve them.

 

To start with, let's ensure that your customers set a preference on when the system will log them out if inactive. Here's how:

 

  1. From the Gear icon, select Account and settings.
  2. Go to the Advanced tab.
  3. Scroll down to the Other preferences section.
  4. On the Sign me out if inactive for field, select their preferred time.
  5. Click Save and then Done.

 

As for the list of companies that didn't show up, have them log in their QuickBooks Online account on an incognito window. It is the best place to identify if you're experiencing some browser-related issues.

 

You can use these keyboard keys to open one:

 

  • For Google Chrome: Ctrl Shift N
  • For Mozilla Firefox: Ctrl Shift P
  • For Microsoft Edge: Ctrl Shift P
  • For Safari: Shift N

 

If the company names shows up, they can go back to a regular browser and clear the cache. A piled cache can also be the reason why we encounter unexpected errors on the page.

 

You can also switch to a different browser like Google Chrome, Mozilla Firefox, Safari, or Microsoft Edge to isolate the issue further.

 

Also, if you want to manage the restrictions of your account users, you can check this reference: Manage users in QuickBooks Online.

 

Keep me posted whenever you need help with QuickBooks.

ondra
Level 1

Admins are unable to connect all their QBO accounts

Thanks for quick reply, I'll have the customer try this and get back to you.

CJ70
Level 2

Admins are unable to connect all their QBO accounts

I just talked to Navy Federal Credit Union.  Navy Federal said that there is an issue with aggregrator that Intuit/QuickBooks needs to fix.  When will this happen? 

Kevin_C
QuickBooks Team

Admins are unable to connect all their QBO accounts

Hi there, @CJ70

 

I appreciate your effort in contacting your bank's support team and QuickBooks Online's (QBO) support team. I'm here to share additional insights about this bank connection issue.

 

At this time, we've received similar reports about the connection issue between QBO and Navy Federal Credit Union. We recognize this is unusual behavior, and our engineers are looking for a permanent solution to fix this as soon as possible. Please know that specific measures are needed to ensure it won't happen again. 

 

While we're unable to provide exact dates for when this issue will be fixed, I suggest reaching out to our Customer Care Team. I understand you've already reached out to them. However, it would be best to contact them again so they can add you to the list of affected users and notify you via email of the resolution updates.

 

Furthermore, if you encounter a specific error message, visit this article to guide you in fixing them: What to do if you get a bank error or can't download bank transactions in QuickBooks Online. Scroll-down to Step 4 in this article for the steps you need to take regarding the certain message.

 

We appreciate your patience while we resolve the issue as soon as possible. Please don't hesitate to reply in this thread with any additional inquiries about QuickBooks. 

Fiat Lux - ASIA
Level 15

Admins are unable to connect all their QBO accounts

@CJ70 

Use MT Online or one of the converter tools (e.g csv2qbo) for the time being.

https://www.moneythumb.com/?ref=110

 

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