Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
When I go onto my banking page it no longer gives me the option of entering the code once I ask it to "update"
When I first go onto the page the "more information" bit comes up but only for a second then disapears! Can anyone help
Solved! Go to Solution.
I can help you resolve the connection issue between your bank account and QuickBooks Online (QBO), @manager-cwspring.
Before doing so, can you tell me the name of your bank? This way, we can verify if there's an ongoing investigation related to your financial institution.
There are times when you're asked to enter your Multi-Factor Authentication (MFA) code when updating your bank account. However, not all financial institutions require this. If you're unable to download the recent transactions, the issue may be on your bank’s end. I recommend signing in to your bank’s website to check for messages or alerts. It's also possible that the bank is performing system maintenance.
Here's how:
If everything looks good, go back to QuickBooks and manually update the account again. If you make changes on the website, update your bank account sign-in information in the system. For more details, please see this article: What To Do If Bank Transactions Won't Download.
If this doesn't work, let's log in to your QBO account using a private or incognito window. Sometimes too much cache build-up in a browser can cause unexpected behavior with the product. This can be the reason for your bank connection issue. Here are the following keyboard shortcuts:
You can also use other supported browsers like Firefox, Google Chrome, Safari, and Microsoft Edge to find out what computer and browser you need for the best experience when using QuickBooks.
In case you're still unable to link your bank account, you can manually upload your bank transactions to your QBO account as a workaround. To do this, you'll need to download the entries from your bank's website in a CSV file format. Then, import these transactions once ready.
Please keep me posted on your progress in getting this issue resolved, @manager-cwspring. I want to ensure your bank will be connected permanently to QuickBooks.
Hello there, @manager-cwspring.
Thank you for getting back to us promptly. I understand how important it is for you to connect your bank account to QuickBooks. Allow me to guide you in the right direction.
If you have followed all the troubleshooting steps provided earlier and the issue persists, I recommend contacting our Live Support Team. They have the necessary resources to start a screen-sharing session, review your account, and investigate the root cause of the problem. Here's how you can reach them:
To ensure that we prioritize your concern, please refer to our support hours and contact us at a convenient time: Support hours and types.
In the meantime, you can manually upload your transactions in QuickBooks Online. For detailed instructions, please refer to this article: Download transactions from your bank and manually import them into QuickBooks Online.
For future use, you can read these articles about banking:
Furthermore, I've added an article that will help you ensure your QuickBooks accounts match your bank and credit card statements: Reconciliation Workflow.
If there's anything else related to banking that you need assistance with, please reach out. Keep safe!
I can help you resolve the connection issue between your bank account and QuickBooks Online (QBO), @manager-cwspring.
Before doing so, can you tell me the name of your bank? This way, we can verify if there's an ongoing investigation related to your financial institution.
There are times when you're asked to enter your Multi-Factor Authentication (MFA) code when updating your bank account. However, not all financial institutions require this. If you're unable to download the recent transactions, the issue may be on your bank’s end. I recommend signing in to your bank’s website to check for messages or alerts. It's also possible that the bank is performing system maintenance.
Here's how:
If everything looks good, go back to QuickBooks and manually update the account again. If you make changes on the website, update your bank account sign-in information in the system. For more details, please see this article: What To Do If Bank Transactions Won't Download.
If this doesn't work, let's log in to your QBO account using a private or incognito window. Sometimes too much cache build-up in a browser can cause unexpected behavior with the product. This can be the reason for your bank connection issue. Here are the following keyboard shortcuts:
You can also use other supported browsers like Firefox, Google Chrome, Safari, and Microsoft Edge to find out what computer and browser you need for the best experience when using QuickBooks.
In case you're still unable to link your bank account, you can manually upload your bank transactions to your QBO account as a workaround. To do this, you'll need to download the entries from your bank's website in a CSV file format. Then, import these transactions once ready.
Please keep me posted on your progress in getting this issue resolved, @manager-cwspring. I want to ensure your bank will be connected permanently to QuickBooks.
Hi, It's Citizens bank of Ada Oklahoma. I have been connected to them for nearly three years up until now. I haven't been onto the banking page for about 15 days so that was the last time I connected
Hello there, @manager-cwspring.
Thank you for getting back to us promptly. I understand how important it is for you to connect your bank account to QuickBooks. Allow me to guide you in the right direction.
If you have followed all the troubleshooting steps provided earlier and the issue persists, I recommend contacting our Live Support Team. They have the necessary resources to start a screen-sharing session, review your account, and investigate the root cause of the problem. Here's how you can reach them:
To ensure that we prioritize your concern, please refer to our support hours and contact us at a convenient time: Support hours and types.
In the meantime, you can manually upload your transactions in QuickBooks Online. For detailed instructions, please refer to this article: Download transactions from your bank and manually import them into QuickBooks Online.
For future use, you can read these articles about banking:
Furthermore, I've added an article that will help you ensure your QuickBooks accounts match your bank and credit card statements: Reconciliation Workflow.
If there's anything else related to banking that you need assistance with, please reach out. Keep safe!
Thank you, have been away for a few days and just got home, all is now fixed from your end. Thank you.
Hello there, manager-cwspring.
I'm glad to hear that my colleague's solution helped you connect your bank to QuickBooks Online. Information like this motivates us to provide a timely solution so that users have the best QuickBooks experience possible.
Please don't hesitate to add a comment below if you still have other concerns, manager-cwspring. Have a good day!
This issue is very frustrating - I have just requested a full refund as I attempted to connect my bank using app, different browsers, and different devices. I don't want to trust my accounting to something that makes this simple task so laborious.
I hear your sentiments, Robert. Please know that I'm here to help you resolve the issue of connecting your bank to QuickBooks. We'll work together to find a solution.
To begin with, please provide me with the name of the bank you are attempting to connect to. It's important to note that certain financial institutions may not support bank feeds. As a result, I recommend that you reach out to your bank to inquire about any notifications or issues.
If your bank does not support bank feeds, you may submit a support request.
To set you on the right path, allow me to provide you with the necessary steps:
Once you've successfully connected your bank, I recommend categorizing your downloaded bank transactions. This helps you easily identify and match transactions in your bank statement with your account during reconciliation.
For future reference, you may refer to this article to guide you in reconciling your accounts for accurate financial records and to prevent discrepancies: Reconcile an account in QuickBooks Online.
If you need further assistance with connecting your bank or any other QBO processes, please let me know. I'm here to help. Take care.
Hello!
Another case of not able to connect to the bank:
Using Chrome Browser; Bank: Security Service FCU.
Steps taken:
- Cleared Cache
- Tried connecting from Incognito
- Changed bank password, re entered new password
- Tried connecting from other computer.
No success.
Help!
Welcome to the Community, Polaris Architecture.
Since you're unable to connect to your bank, I'd initially recommend signing in to the account you have with them and confirming if they use any multi-factor authentication. This can sometimes cause issues with third party connections. Sometimes, when they do use these types of authentication codes, you'll be able to turn the option off in your account settings. If you decide to turn such a setting off, you'll want to check their website or support for steps on how to do so.
While you're signed in on the bank's website, also check for any messages or notifications. These can also cause issues if left unacknowledged. Be sure to acknowledge any messages or notifications while signed in to your account.
Since you've updated the account's password, I'd recommend making sure that you've updated it in QuickBooks.
Here's how:
Since you've already cleared cached data/Intuit-specific cookies and tried connecting from a different computer, I'd recommend confirming you're using a supported browser.
Here's our list of supported browsers:
QuickBooks supports the current and two previous versions of browsers. If you find that you're using an unsupported version, make sure to update it to its latest release. Steps for doing so can be found on the particular company's website.
In the event you've found no problems that could be causing this with your browser, you'll want to check the operating system and internet speed you're working with.
Here's our recommended operating systems and internet speeds:
If you meet each of our system requirements, but are still unable to connect with your bank, I'd recommend using a different supported device and/or internet connection. If it continues happening on other supported devices and internet connections, you'll want to get in touch with our Customer Care team. They'll be able to pull up the account in a secure environment, conduct further research, and create an investigation ticket if necessary.
I've also included a detailed resource about system requirements for QuickBooks which may come in handy moving forward: System requirements
Please don't hesitate to send a reply if there's any questions. Have a wonderful Tuesday!
I haven't been able to sign into my bank account through Quickbooks but no problem on the bank's app or website. I copied the bank's url and tried to sign in using that to test it. It looks like the bank has changed their url because I am automatically forwarded to another site. "Onlinebanking" changed to "digitalbanking". Does Quickbooks need to update the page they connect to?
Hello mengelhart,
Welcome to the QuickBooks Community! I'm happy to lend a hand with changing your bank's website address. All you'll need to do is disconnect and reconnect the account. Let me walk you through the steps below.
That's all there is to it. Let me know if you have any issues during this process.
Take care and have a great day ahead!
You have clicked a link to a site outside of the QuickBooks or ProFile Communities. By clicking "Continue", you will leave the community and be taken to that site instead.
For more information visit our Security Center or to report suspicious websites you can contact us here