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hembree-tatorcat
Level 1

My Navy Federal account isn't syncing properly. I haven't changed any passwords, but it's showing an old balance on QB. No connect error, just not syncing. Help?

 
2 Comments 2
JaneD
Moderator

My Navy Federal account isn't syncing properly. I haven't changed any passwords, but it's showing an old balance on QB. No connect error, just not syncing. Help?

Good day, hembree-tatorcat.

 

Let's manually refresh the connection in QuickBooks Self-Employed (QBSE) to catch cleared transactions from your bank. I'll guide you how.

 

  1. Click on the Gear icon.
  2. Choose Bank accounts under Transactions.
  3. Click on the Refresh all button, three times.

If the issue persists, then I recommend contacting our QBSE Support Team. They have the tools to check your bank connection on your account.

 

  1. Go to Help and click on Contact us.
  2. Type in "Navy Federal bank connection issue" as your concern and select Continue.
  3. Choose either Start a chat or Get a callback.

I've added a link in case you want to create rules to quickly categorize recent and past transactions in QBSE.

 

We'll be around if you have any other concerns. Have a wonderful day.

AJMorrison
Level 2

My Navy Federal account isn't syncing properly. I haven't changed any passwords, but it's showing an old balance on QB. No connect error, just not syncing. Help?

UPDATE: SEPT 2021

I am a Navy Federal Business User with multiple accounts and have an external bookkeeper that does my administration. 

 

Issue Part 1: It needed constant re-authorizations to get balances and sometimes would not connect at all or lose connectivity constantly.

 

Solution Part 1:

(1) You MUST call the "Digital Services Department" (Tel: [Removed]) other departments do not have access to the options needed OR do not know how QB works. 

(2) Ask the Rep to set accounts to "BYPASS 2 STEP VERIFICATION FOR ONLINE BANKING" - This option is ONLY visible and AVAILABLE to this department!

(3) Verify while on the phone that you can now Sync without constant "Re-Authentication" by hitting the accounts Update button.  DO NOT HANG UP UNTIL YOU CAN DO SO...the change is near-instant. 

 

Issue Part 2: The Digital Services Department Rep also discussed another issue that keeps accounts from Sync via 3rd party connections.  The Security Questions for your account are sent to you on a RANDOM schedule.  If by chance the 3rd party app does not "pass" your security questions to you, the bank authentication goes on a "loop".  Because you cannot answer the questions, because 3rd party cannot pass them to the screen for you to answer, it will block you endlessly.

 

Solution Part 2: SAME AS SOLUTION 1

 

Hope this Helps many with Navy Federal...Please hit the CHEER button so the answer comes up for fellow members.

 

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