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I am also having issues connecting to SVB. Can someone please assist?
I am also having issues connecting to my SVB account. Can someone please assist?
Thanks for bringing this matter to our attention, @hopewofford. I can see the importance of connecting to QuickBooks Online successfully. I'm here to help you resolve this.
Firstly, we should check whether your bank is undergoing any website maintenance or server issues, as this can lead to connectivity problems with the bank. To confirm this, I suggest you contact your financial institution or visit their website to see if there is any notification regarding downtime errors.
If everything's good on their end, I recommend contacting our support team to investigate this concern further. They have the tools and expertise to know the root cause of this. To do so, here's how:
If you've successfully connected your bank to QBO, you'll need to review the downloaded transactions to ensure their accuracy. You can visit this article for more guidance: Categorize and match online bank transactions in QuickBooks Online.
You can always get back to us if you need further help connecting QBO to Silicon Valley Bank by replying to this post. We're always glad to help you anytime.
Stop replying like that. It's really sad, quickbook doesn't try to solve this issue. You should report this and get you stupid management team to work on it. This problem has been here for a year now. And you are still talking nonsense. This is pathetic, your company is going to lose lots of subscribers.
This solution, connecting via direct connect pin and username worked for me
Use the direct connect solution posted above
This worked for me, thanks for posting!
Thank you !! Worked wonders
I'm having the same issue now. PLease let me know if there was any update or fix. We don;t want to add this as new bank account
Thank you for joining this thread, @Chitra. I recognize the importance of connecting your bank in QuickBooks Online (QBO).
If you're referring to your bank was switched from SVB to SVB Go, their URL might've changed too. With this, you can request the updated URL and reconnect it to QBO. If the new URL is not listed, it means the new bank still isn't a participating institution. I'd suggest clicking on the Request button so the connection will be supported in future updates.
On the other hand, If your bank appears on the list and you still can't connect, I'd recommend logging in to your bank's website to check if they're currently under maintenance.
For future reference, here is an article to help ensure your books are accurate: Categorize online bank transactions in QuickBooks Online.
If you have any other concerns regarding connecting banks in QuickBooks Online, please don't hesitate to share them here in the Community space.
I'm having the same issue others have mentioned. I went to SVB, went through its steps to create the Direct Connect user ID and PIN, copied and pasted those one by one into the Direct Connect login screen from QBO, then checked what was pasted in against what I also wrote down as the User ID and PIN created for direct connect and keep getting the following error:
Here are a couple things to check:
The URL www.svb.com noted on the direct connect login screen above is the same URL I use to login to SBV directly, so it's not a URL change as mentioned in earlier comments in this post. And as I said, I copied/pasted the user ID and PIN directly, so there are not typos. I'm not using auto-fills. Any suggestions why this may be happening or to whom I reach out to get this resolved - QBO or SVB?
I'm new to my company, but know my predecessor and the current accountant have been having this issue for a while now. Can we export transactions from SBV and then import them info QBO, yes. But it would be far easier and less time consuming to have the direct connection working. I've only tried this for our main account, but would also like to get it set up for a secondary SVB account, as well as our SVB credit card, which I assume will also require the direct connect sign-on.
I appreciate you following the steps provided above, @sharpjen. Let me route you to the best support available for further assistance.
Since you've attempted to connect through SVB direct connect and cannot do so due to error messages, I suggest contacting our customer support team. If necessary, our support representatives have the tools to look at this issue closely and initiate an investigation to determine why users are unable to connect SVB to QuickBooks.
Here's how to contact them within QBO:
For more detailed info about QBO support and their supporting hours, please refer to this article: Contact QBO Support.
Furthermore, you can utilize this article to learn how to record which category transactions belong for accurate financial data: Categorize online bank transactions in QBO.
It's a pleasure to lend a hand for any other questions about connecting a bank account to QuickBooks. Take care.
Thank you. I did that yesterday afternoon, a case was opened, but then it was recommended that the rep close the case, I think because there are already reported cases like mine, I'm not sure. For now, I'll keep exporting transactions from our bank and importing them into QBO, but I do hope the issues with direct connect via SVB can be sorted out soon, since it's clearly affecting others besides us.
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