cancel
Showing results for 
Search instead for 
Did you mean: 
ryan-forist
Level 1

How do I connect a bank account if QB is asking security question that my bank doesn’t even ask? I have no answer because it’s not even a question in the list available from the bank

 
7 Comments 7
JessT
QuickBooks Team

How do I connect a bank account if QB is asking security question that my bank doesn’t even ask? I have no answer because it’s not even a question in the list available from the bank

Hi Ryan,

 

We don't have control over the security features of your bank. Usually, users will just enter their user names and passwords to connect an account. However, there are other bank financial institutions with an extra layer of security. You can try logging into your account outside QuickBooks to see if there's a setting that you need to adjust.

 

Also, please be sure that you're choosing the right connection for your account. If you can notice when search for a bank name, you will see different results for all the account types they offer. There could be a connection for personal accounts, business accounts, credit card accounts, saving accounts, etc. Other account types like business accounts require a corporate code aside from the usual username and password.

 

Feel free to go back to this thread if you have other questions.

ryan-forist
Level 1

How do I connect a bank account if QB is asking security question that my bank doesn’t even ask? I have no answer because it’s not even a question in the list available from the bank

I did connect to my bank and I checked the list of possible security questions, does not match the question offered by QB.

 

I’m fully aware of the difference in accounts and I am correctly logging in to the proper account. 

do you have any real info? Or just more condescension?

ryan-forist
Level 1

How do I connect a bank account if QB is asking security question that my bank doesn’t even ask? I have no answer because it’s not even a question in the list available from the bank

lol thanks for nothing... yes I’m logging into the correct bank and account... already logged into my bank to update security questions and none listed are even remotely similar to the question asked by QB... please read before commenting next time 

AlcaeusF
Moderator

How do I connect a bank account if QB is asking security question that my bank doesn’t even ask? I have no answer because it’s not even a question in the list available from the bank

Hi @ryan-forist,

 

I appreciate you for getting back to us and providing clarification about the banking issue. Let's get you over to the support you need to connect the account successfully in QuickBooks.

 

The security questions asked in QuickBooks should match with the information from your bank. Since you've mentioned that the details are updated on the website, I suggest you proceed with contacting our QuickBooks Support Team.

 

This way, one of them can check if there are issues reported similar to your experience. They have the necessary tools that aren't available in this public space.

 

Here's how you can reach them:

 

  1. Go to the Help menu at the upper right. 
  2. Select Get help from a human.
  3. Choose Chat with us or Have us call you option. 1.JPG

 

I've also attached an article you can visit to learn how to import banking data to QuickBooks using downloadable files from your bank: Manually upload transactions into QuickBooks Online.

 

Let us know if you have any other banking concerns in QuickBooks. The Community and I will be around to help you.

ryan-forist
Level 1

How do I connect a bank account if QB is asking security question that my bank doesn’t even ask? I have no answer because it’s not even a question in the list available from the bank

Now we’re getting some real info and generic intelligence respect!!!

ryan-forist
Level 1

How do I connect a bank account if QB is asking security question that my bank doesn’t even ask? I have no answer because it’s not even a question in the list available from the bank

Now we’re getting real information and generic intelligence respect!

ryan-forist
Level 1

How do I connect a bank account if QB is asking security question that my bank doesn’t even ask? I have no answer because it’s not even a question in the list available from the bank

If I had known I was just gonna get a smartass answer, I would’ve waited til Monday to talk to support... why suggest a post to the community if the community is rude and condescending?

Need to get in touch?

Contact us
Sign in for the best experience
Ask questions, get answers, and join our large community of QuickBooks users.
Sign In / Sign Up