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3gooses
Level 1

What do I need to update or change so that I don't have to go through the secure connection process every time I want to update bank transactions?

 
4 Comments 4
BettyJaneB
QuickBooks Team

What do I need to update or change so that I don't have to go through the secure connection process every time I want to update bank transactions?

Hello there, @3gooses.

 

The security of your account is our top priority. QuickBooks rely on advanced, industry-recognized security safeguards to keep all of your financial data private and protected. That said, being unable to skip the secure connection process isn't an option.

 

To learn more about the QuikBooks security guidelines, please visit this link: Protect your bank information.

 

On the other hand, I'll do my part and personally submit this preference to our developers, so they can assess the suggestion and put it under consideration.

 

If there's anything else that I can assist you with, let me know. I'll be around to lend a helping hand. Have a good one!

3gooses
Level 1

What do I need to update or change so that I don't have to go through the secure connection process every time I want to update bank transactions?

Thanks for your response.  Is this a change that was just recently made?  I didn't used to have to do this every single time I wanted to get banking transactions downloaded.  It just started happening a couple of weeks ago.  Often times when I would open QB in the morning, transactions would already have downloaded for me.  This is no longer happening.  

3gooses
Level 1

What do I need to update or change so that I don't have to go through the secure connection process every time I want to update bank transactions?

And I forgot to mention the secure connection process doesn't happen on my Quickbooks account that has Chase Bank accounts linked to it....

Kayla H
QuickBooks Team

What do I need to update or change so that I don't have to go through the secure connection process every time I want to update bank transactions?

Hi friend, I hope your day is going well.@3gooses.

 

I can assist with the reason some accounts have different requirements.

 

As mentioned above by my colleague, our number one goal is your security. Security measures are different for each bank. This calls for different login procedures within QuickBooks. At this time we're unable to turn off this feature. However, you may be able to call the bank to see if they can change the security settings for the bank feeds.

 

If you have any further questions or concerns, I'm just a post away.

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