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alise1
Level 1

Issue with QB continually forcing us to reconnect our bank accounts. We reconnect successfully. But when our bookkeeper logs in, the accounts require another reset.

 
10 Comments 10
JamesDuanT
Moderator

Issue with QB continually forcing us to reconnect our bank accounts. We reconnect successfully. But when our bookkeeper logs in, the accounts require another reset.

Hello alise1,

 

May I know the name of your financial institution? What specific error message or code did your bookkeeper receive? These details would help me review our system for any related issues.

 

While you're at it, you can ask your bookkeeper to do a few troubleshooting steps. Cache helps browser's background processes. However, it can cause issues when piled up on your browser. Here's how to get rid of any cache-related issues:

  1. Let your bookkeeper open a private window because it doesn't store cache. Then, let them access your company.
  2. If they can access the Banking page without being asked to reset, we can go back to your regular browser. Then, clear the cache.
  3. They can also use other supported browsers. Cache differs from every browsers and computers.

Additional details about this would be appreciated so we can help you more.

 

alise1
Level 1

Issue with QB continually forcing us to reconnect our bank accounts. We reconnect successfully. But when our bookkeeper logs in, the accounts require another reset.

Sure thing! Our bank is New England Federal Credit Union. We have checked with them and they have said its not on their end. I will check on an error code.
 
I will say that we (the partners) have to constantly reconnect again and again for her. Its seems like her trying to see the accounts triggers this reset. 
 
I will have her clear her cache. She is accessing QB from the web since she is working remotely.
alise1
Level 1

Issue with QB continually forcing us to reconnect our bank accounts. We reconnect successfully. But when our bookkeeper logs in, the accounts require another reset.

Just checked with our book keeper....she worked with a QB rep last week and cleared the cache and no luck.

Charies_M
Moderator

Issue with QB continually forcing us to reconnect our bank accounts. We reconnect successfully. But when our bookkeeper logs in, the accounts require another reset.

Thanks for keeping us updated with the results, alise1.

 

At this time, we haven't received reports about connectivity issues with the New England Federal Credit Union.

 

Let's try some additional troubleshooting steps to better isolate this. Unexpected issues with bank connections occurs due to updates to major financial institution's websites. Let's try manually updating your bank account to refresh the connection.

 

Here's how:

  1. Go to the Banking tab.
  2. Select the account that's having issues.
  3. Click the Update button and wait for the process to complete.

If you encounter other error codes, you can go over this guide on bank error codes to determine the best troubleshooting steps.

 

I'm committed in making sure everything works for you. Reach back to me for more questions. I'll be around to help.

kfuller20
Level 1

Issue with QB continually forcing us to reconnect our bank accounts. We reconnect successfully. But when our bookkeeper logs in, the accounts require another reset.

I too have this issue. I have 5 accounts that I work with and 4 of them constantly have to reconnect to bank account. I have one account that is an older version of Quickbooks that I do not have issues with. But with the 4 new accounts, I call Quickbooks at least once a week because of issues. I really loved quickbooks two years ago, but with these new accounts, I have disliked many of the changes. One particularly is the reconnecting of the bank account like every day. 

goalkeeperqueen
Level 1

Issue with QB continually forcing us to reconnect our bank accounts. We reconnect successfully. But when our bookkeeper logs in, the accounts require another reset.

I'm having this issue as well. I use Navy Federal Credit Union and I have to reconnect all of my associated accounts every single day. I've done the troubleshooting steps and I still have nothing. My Chase account has never had an issue updating or connecting, just the FCU.

Nick_M
QuickBooks Team

Issue with QB continually forcing us to reconnect our bank accounts. We reconnect successfully. But when our bookkeeper logs in, the accounts require another reset.

Hey there, goalkeeperqueen. 

 

Thanks for dropping by the Community, I'm happy to help get you in the right place. If you're still having issues with your Navy Federal Credit Union disconnecting. I would recommend reaching out to our support team. This is because they can look into your account on the back end and see if there's anything causing the disconnect. To reach them, follow these steps:

  1. Sign in to your QuickBooks Online company.
  2. Select Help (?) at the top right.
  3. Enter your concern, then select Let's talk.
  4. Select Contact Us to connect with a live support agent.
  5. Choose a way to connect with us:
    • Start a chat with a support expert.
    • Get a callback from the next available expert.

While you're waiting to hear back from them, you can check out this article, highlighting the bank connection process. If there's anything else I can do to help, feel free to post here anytime. Thanks and I hope you have a nice day.

Laura_castro
Level 3

Issue with QB continually forcing us to reconnect our bank accounts. We reconnect successfully. But when our bookkeeper logs in, the accounts require another reset.

Hi there: I am having the same issue, I bank with Navy Federal Credit Union. I have to reconnect every 45-minutes. Have you found a solution to solve this? 

Adrian_A
Moderator

Issue with QB continually forcing us to reconnect our bank accounts. We reconnect successfully. But when our bookkeeper logs in, the accounts require another reset.

Hello Laura_castro,

 

I'm here to isolate and resolve why your Navy Federal Credit Union keeps disconnecting.

 

First, try logging in your QuickBooks account on an incognito window. It is the best place to identify this matter as it does not keeps browsing history.

 

Then, wait for at least 10 minues and check to see if the account does not disconnect.

 

If it works, you may go back to a regular browser and  clear the cache

 

You can also switch to a different browser like Google Chrome, Mozilla Firefox, Safari, or Microsoft Edge.

 

If the steps above don't work, I'd recommend visiting your bank's website and check for any page maintenance notifications.

 

Once everything's good, you can check this reference as a guide in categorizing the downloaded transactions: Categorize transactions.

 

Keep me posted if you have concerns with categorization. I've got your back!

Brava808
Level 1

Issue with QB continually forcing us to reconnect our bank accounts. We reconnect successfully. But when our bookkeeper logs in, the accounts require another reset.

I have this issue with a client's AMX and Venmo. I reconnect them, having to ask client to send security code, it relinks, downloads info, then if I go to another account in QBO and come back they ask me to verify again. 

 

 

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