Every time I try to pull in my latest transactions from my bank it says "Complete some security steps for Athol Savings Bank". Never had to do this until a month ago.

Your bank may already require you to answer the security questions every time you get the latest transactions, bbchapel. 

You can contact your bank so they can give further information with regards to the security questions. 

You might want to manage them in your bank feeds after you've downloaded your transactions. Then, reconcile them. 

You can always post your questions here if you have further questions. 

So are you saying no changes were done on QuickBooks end and this requirement is from my bank?  It was working fine and let me pull in my updates without any manual intervention until about a month ago.  I have to verify via a phone token each time I want to pull in my updates into QuickBooks and it is less than ideal.

It's possible that your bank made an update, bbchapel.

You may need to contact your bank to verify if this is the case. If they made some changes, you can update your bank account sign-in within QuickBooks. Here's how:

1. Select Banking.
2. On the banking page, select Update.
3. Select the pencil icon next to the bank name.
4. Click Edit sign-in info.
5. Select Save and connect.
6. Once you see a confirmation message, select I'm done, Let's go!

For more additional questions, please post them anytime here.

Edit sign-in info button didn't take me anywhere. It never said Save And Connect.

It seems like you're facing a browser issue, scrittenden.

Let's fix it out by logging into your account through a private browser. We'll be able to see and verify if the result is the same. This might be the reason why you're unable to see the Connect and Save button when the Edit sign-in info button is clicked. You can use the keyboard shortcuts below depending on the browser you're using:
 

• For Internet Explorer of Firefox, press Ctrl + Shift + P.
• For Chrome, press Ctrl + Shift + N.
• For Safari, hold down Command + Shift + N.

If it worked, I recommend clearing the cache of your original browser. This removes the history or log of sites so you can start with a clean slate. Another option is to use a compatible browser in QBO.

Please give me an update on how it goes. I want to make sure that you are all set. I’m always here to help if you have any other concerns or questions. Stay safe!