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nirod
Level 2

Having trouble connecting to bank for bank feeds over the past 2 days? Anyone else? Should I set the account up again?

 
5 Comments 5
Jen_D
Moderator

Having trouble connecting to bank for bank feeds over the past 2 days? Anyone else? Should I set the account up again?

Hi there @Birod,

 

May I know what financial are you using and what error message are you getting? I need this information to check with our Investigations Team any similar reported issues with the bank.

 

In the meantime, try refreshing your bank connection in the web browser to refresh the connection. Follow the steps below:

 

  1. From the left toolbar, select the Banking menu and tap the Banking tab.
  2. Click to highlight the account you're updating, then hit the Update button.

If it doesn't self resolve the problem, follow the troubleshooting steps below:

 

  1. Open a private window.
  2. Go to the Banking menu then find the account that is not updating.
  3. Click on the pencil icon then select Edit sign-in info.
  4. Input your log in credentials, then click Update.

I appreciate your patience with this banking problem. I look forward to your response in the comment, as I want to make sure this is resolved. I'll be more than glad to share additional insights and assistance whenever you need it. Have a wonderful rest of the day!

nirod
Level 2

Having trouble connecting to bank for bank feeds over the past 2 days? Anyone else? Should I set the account up again?

Yes, I tried all your suggestions - I had found those suggestions in the Help text.  Attached is the message I get - I guess it is error 102.  I can get to the bank directly using the same user ID and pw.  Could this be because my bank now requires another step - they send a one-time code to my phone.  However, I'm not getting this step on the QBOnline update.  Not very uncommon these days so hopefully QBO has the capability.  Thanks.

RaymondJayO
Moderator

Having trouble connecting to bank for bank feeds over the past 2 days? Anyone else? Should I set the account up again?

Thank you for providing a screenshot to me to help determine the cause of your banking connection issue, @nirod

 

The error 102 happens when the program is unable to connect your financial institution's website. This error can be fixed by manually updating your account. Please wait for 2 or 3 hours and perform the manual update process again. Refer to the steps provided by my peer Jen_D above or through this article: Fix Banking Error 102

 

Since your bank requires another step that sends a one-time code to your phone, this is a security precaution other than your User ID and password. It could be that you haven't completed the bank update process, that's why you're not getting this page in the software. I'd suggest clicking the Update button again and the system will prompt you to enter your Multi-Factor Authentication (MFA) credentials. Then, click  Continue update. For more information, see the Manually update all other bank accounts section through this article: Update Bank Accounts

 

Once done, the program will automatically download your recent transactions. Then, you'll have to approve the way QuickBooks categorizes them. You can also match them against the existing entries in the software. For more details, check out this article: Assign, Categorize, Edit, and Add Your Downloaded Banking Transactions

 

I'm just a comment away if you need anything else. Have a great day, @nirod

nirod
Level 2

Having trouble connecting to bank for bank feeds over the past 2 days? Anyone else? Should I set the account up again?

The multi-factor authentication section says "when prompted" and I never get prompted, nor do I get the text from my bank with the code. How do I get that fixed? 

 

I've tried all the other things you and Jen suggested (and that I found on the help support pages) over the past 3-4 days.  With the change in the bank process from my bank, do you suggest any re-set-up of the bank link?

 

Thanks,

Nila

 

Angelyn_T
QuickBooks Team

Having trouble connecting to bank for bank feeds over the past 2 days? Anyone else? Should I set the account up again?

Thank you for the quick reply, @nirod.

 

Since you haven't received a code and the problem continues after following the steps provided, I encourage reaching out to our QuickBooks Online Support Team. They'll be able to check the root cause of the problem and review why the system didn't prompt you to enter the MFA.

 

To contact support:

 

  1. Tap on Contact us from the Help menu.
  2. Enter a short description of your concern under the What can we  help you with? section, then click on Let's talk.
  3. Choose a way to connect with support.

Here's an article you can read through about banking in QuickBooks Online: Banking and bank feeds.

 

You can always add a comment below if you have any other questions. I'm a post away to help. Have a good day!

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