Can someone help me on how to link my bank account with quickbooks?

Welcome to the Community space, @buttonsoftshop-g.

I'm here to help link your bank account with the new login method that your bank changed.

To update your bank login credentials in QuickBooks Online (QBO), follow the below steps:

1. In the left menu, click Transactions or Banking, then go to the Banking tab.
2. Select Update. 
3. Enter your updated username and password in one of the following ways:
   • If Error 103 appears, select the Reconnect my account link and then enter your credentials.
   • If no error message, select the Edit and then choose Edit sign-in info.
4. Select Save and connect. 
5. Once you see a confirmation message, click on I'm done, Let's go!

For more information about changing your sign-in information, here's an article that you can visit: What to do if you get a bank error or can't download transactions in QuickBooks Online.

To help you review downloaded bank transactions and assign them to the correct accounts in the future. Here's a resource that you can refer to: Categorize and match online bank transactions in QuickBooks Online.

Please let me know if you have any other banking concerns. I'm always here to help you. Have a good one!

@buttonsoftshop-g 

Try opening your QBSE account on any private/incognito browser.

I'm experiencing this same issue and the "boilerplate" reconnect method isn't fixing the issue.

DCU has now required all customers to change their username to a alphabetic name rather than the member number.  QBO is still prompting for a member number when I attempt to reconnect my account.  I've tried reconnecting using both the newly established username as well as the old member number with no success.

Please elevate this issue for tech support.  Thanks!

This isn't the kind of experience we want you to encounter when reconnecting your bank account, Brandon-Zoom. I appreciate all your efforts to get this issue resolved.

To ensure this issue gets investigated, I'd suggest contacting our QuickBooks Support Team. They're equipped with tools to check the cause. It'll also allow them to submit a ticket to our engineering team to alert them about the issue if necessary.

Here's how to contact our support:

1. Go to the Help (?) icon at the top.
2. On the Assistant tab, click Talk to a human.
3. Enter your concern in the Type something field, then click the send icon.
4. Click I still need a human.
5. Select Get help from a human.
6. You can either select the Chat with us or Have us call you option.

Please see our support hours to ensure that you'll be assisted on time.

Once you're able to connect your bank account, you can now review downloaded bank and credit card transactions and put them into the correct accounts. This way, you'll be able to ensure your record is accurate:

• Categorize and Match Online Bank Transactions
• Set up Bank Rules to Categorize Online Banking Transactions

I'm only a post away if you need more help in completing your other tasks in QuickBooks, Ben H. It's always my pleasure to help you out again.

Has anyone had luck with this?  I wanted to fix it but it wont let me talk to a human on the weekend apparently.  I tried connecting to the new DCU instead of the now labeled "old" dcu, but still no luck.  I also have 2 step authentication enabled for my bank but it's not even getting that far. 

Let me share information to help with your question about adding DCU account in QBO, saintjohnny.

Our chat and phone support lines for QuickBooks Online is only open from Monday to Friday, in between 6 AM to 6 PM Pacific Time. This is the reason why no one responded to you when you reached out to the during the weekend. Here's an article about their contact details: QuickBooks Online Support.

Are you also getting an error 103 when connecting your DCU bank account? Our engineers have started an investigation to determine the cause of the error when adding DCU bank accounts in QuickBooks. They're also working with the bank to come up with a permanent resolution so you can connect and download the transactions in your account.

I would recommend reaching out to our chat or phone support again during business hours. They will be asking for your account details and add you to the list of affected users.  We'll send email notifications as soon as the issue is resolved.

Here's how:

1. Click the Help menu in the upper-right hand corner of your QBO account.
2. Type in "Talk to a human" in the chatbox, then press Enter.
3. Select Get help from a human.
4. Click Chat with us or Have us call you.

Feel free to check out these articles about managing banking transactions for additional references:

• Unmatch Downloaded Bank Transactions or Move Them to Another Account
• Undo or Remove Transactions From Reconciliations in QuickBooks Online

Feel free to ask more questions in the Community if you need anything else. We look forward to help you again.

Thanks for the heads up that this is being looked into!  That confirms I'm not doing something wrong and I just need to wait a bit.  

@saintjohnny 

Utilize MT Online for the time being.  It is designed to import into any bank or credit card in QuickBooks Online, so there is no specific setting needed. 

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

Hello, do you know if there have been any updates on this?  I'm still getting error 106 despite using the correct login credentials.  

I'm able to use the "new" connection, use the new username, and get a text message code for 2FA... but after that it still can't find any of my accounts. At least you aren't alone...

My hunch is this is an issue on DCU's end, not QB...

I’ve got some updates for you Johnny, and @jmd1.

At this moment, our banking engineers are still working on a fix to ensure users can successfully link their Digital Federal Credit Union (DCU) bank with QuickBooks Online. Rest assured, those who get errors 106 (unable to find their accounts) and 103 will receive notifications once the resolution is rolled out.

For now, make sure to contact our support team to add your company to the list of affected ones. You can follow the instructions mentioned above to connect with our representatives.

You can read this reference if you’d like to get your transactions by hand and import them to the program: Manually upload transactions into QuickBooks Online. This way, you can categorize and reconcile your entries.

Don't hold back to drop a comment below if you have other questions or concerns besides banking. The Community is always here to help. Take care!

Thanks @MadelynC !

I tried connecting again today and was able to. However, I wasn't able to select some of my savings accounts to link back up. Checking worked ok, other accounts worked ok. The savings accounts appear to be imported, as they show up in one part of the process, but it won't let me select a savings account to map to a chart of accounts in QBO (it shows everything except those). So it looks to be 75% of the way complete for me - better than before!

Thanks

Hey there, @jmd1. 

Thanks for taking the time to follow up with us. I'm happy to see that you were able to get connected. 

As my colleague mentioned above, I too recommend contacting our support team. This way, you can be added to the list of affected users and will be notified once the issue has been resolved. 

You can use the link I've included below to connect with an agent.

• QuickBooks Online Support

Please let me know if you have any questions or concerns. Take care, and have a wonderful day ahead! 

Good afternoon,

I, too, am having the same problem as everyone else. 

Using the Manage Connections function, I was able to re-map the "OLD" Digital Federal Credit Union to the updated checking and savings account using the new log-in alpha credentials!  This is good news.

However, no transactions are importing.  How does this issue get fixed? 

Hi, Brian.

I'm glad to know that you're able to remap and link your accounts using the new login alpha credentials. Since no transactions are imported into QuickBooks, you can update your account manually following these steps:

1. Sign in to your QuickBooks Online (QBO) account.
2. Click on Transactions or Banking at the left pane.
3. Go to the Banking page, then select the bank you're working with.
4. Tap on Update.
5. If asked, enter your Multi-Factor Authentication (MFA) credentials. Then press on Continue update.

Once your bank transactions are added to QuickBooks, here's how you can review and categorize them. Additionally, here's how you can reconcile your accounts to keep your balances in place: Reconcile an account in QuickBooks Online.

If you're using QuickBooks Self-Employed, you can refresh your bank to upload transactions through the Gear icon.

1. Select Bank Account from the Gear icon.
2. Tap on Refresh On.

If the transactions are still aren't added to QuickBooks, you may be affected by the investigation mentioned by MadelynC above. In this case, you can take the workaround provided to upload your entries manually. I also recommend reaching out to our Support Team so they can add your name to the list of affected users in this investigation (INV-68413).

Please let me know if you have any other banking concerns in the future. I'm always here to help. Have a good one!

For anyone still awaiting answers regarding the Quickbooks and new DCU (Digital Federal Credit Union) online banking website, here is an update that I received from DCU on 3/14/2022:

As of right now, our platform is not compatible with Quickbooks.  Fixing that compatibility is one of our top priorities, but I don't have a turnaround time on it.

In the meantime, you can manually export the account history and import it into Quickbooks. 
 Export Account History to .CSV File Website (Not available through Mobile App)

1. Select the account title (in the Accounts section)
2. Adjust the date range to the desired range
3. Click the Export as CSV link (above the transaction history, next to Print)

Thanks @fpi-brian. I can sign in too but the balances don't all show up correctly, and of course the transactions aren't coming through. All the pre-conversion notices implied there might be sign-in difficulty due to the new usernames and whatnot... but I don't think anything said they'd flat out stop working. This is a big issue and having no turnaround time on a fix seems like a major oversight to me that might have me unfortunately shopping around for a new option...

Thanks again for posting your update

I'm also having issues with DCU and Quickbooks online sync. I've connected my account but the transactions don't import. Every time I "refresh" them it tells me to verify my identity.

This is a massive issue and is seriously affecting my accounting & overall business. 

I'd like to add details about the DCU banking connection in QBO, ncivitarese.

As you may have read from the previous responses, there's is an investigation about banking errors when adding or downloading transactions from DCU. This means that our engineers are working closely with your bank to resolve the issue so transactions are automatically synced.

I would recommend reaching out to our chat or phone support again during business hours. They will be asking for your account details and add you to the list of affected users.  We'll send email notifications as soon as the issue is resolved.

Here's how:

1. Click the Help menu in the upper-right hand corner of your QBO account.
2. Type in "Talk to a human" in the chatbox, then press Enter.
3. Select Get help from a human.
4. Click Chat with us or Have us call you.

In the meantime, you can ask for a CSV copy of your banking transactions and import them into QBO. Check out these articles for more details: 

• Manually Upload Transactions into QuickBooks Online
• Categorize and Match Online Bank Transactions in QuickBooks Online

Feel free to check out these articles about managing banking transactions for additional references:

• Unmatch Downloaded Bank Transactions or Move Them to Another Account
• Undo or Remove Transactions From Reconciliations in QuickBooks Online

Don't hesitate to always ask questions if you need anything else. We'd be glad to help you again.

Is this going to be resolved soon? This has been going on for over two months now and no progress has been made. 

I'm about to leave DCU...this is a giant inconvenience and has impacted how i run my business.  I have no other reason to leave...but this might do it.

The new app is absolutely awful...Quick Balances was the best feature they had and now it's gone...and I can't use Quickbooks anymore...

Hello,

All the entries in this string refer to Quickbooks Online.  I am using Quickbooks Desktop.  The suggestions offered here are not available, or at least I can't find them.

Can someone here help me connect to DCU using Quickbooks Premier Edition 2020 so I can download my transactions and reconcile?

Thank you,

Roxanne

Hello, @roxannemann59. I'm here to help you set  your bank account and connect it to Bank Feeds in QuickBooks Desktop.

First, you need to make sure that your financial institution supports services for QuickBooks. For us to know, you can go to the Banking page then, select Bank Feeds and type the name of your bank.
 

Also, know that you can set up your account in two ways but it depends on the availability of your bank, Direct Connect and Web Connect. Direct Connect need to use a bank-provided PIN.
 

For Direct Connect you can follow this steps, here's how:
 

1. Go to the Banking and choose Bank feeds.
2. Select Set up Bank Feeds for an account.
3. From the Enter your Bank's name field, find and enter your bank.
    

If it's you're first time to enroll you need to apply for Direct Connect and select the Enrollment Site link. For approval of the application reach out to your bank.

Once enrolled, you can follow these steps to set up:
 

1. Select Continue.
2. Enter your Online Banking user ID and Password.
3. Click Connect to connect your QuickBooks to your bank's server.
4. Choose the bank account you want to connect to your account in QuickBooks.
5. Then select Finish.
    

On the other hand, Web Connect (.QBO) files are the transactions from your bank's website that you can import to your Bank Feeds.
 

Here's how to set up using the Web Connect :
 

1. From Banking, select Bank Feeds, then Import Web Connect Files.
2. Select the QBO file you saved, then select Open.
3. When prompted to select your bank account either, ese a QuickBooks account that exists or create a new QuickBooks account.
4. Click Continue and OK.
5. Then, go to the Bank Feeds Center to review
    

If you need more details you can refer to this article: Set up bank accounts for Bank Feeds in QuickBooks Desktop.

For future reference if you need reference to match Bank Feed transactions, please check out this article: Add and match Bank Feed transactions in QuickBooks Desktop.
 

I'll be here if there's anything else you want or you need to know about setting up banking account to  QuickBooks. Have great day to you!